David Cohen & Associates

Bringing ideas and solutions to Professionals and Entrepreneurs who want to explore all available financial avenues.

David Cohen

With 20 years in the Insurance industry I have observed a gap between how entrepreneurs want to plan and work, and how insurance solutions are typically sold.

Private Investment Pools

offers a range of asset classes, managed by experienced portfolio management teams. Tax efficient corporate class options are also available which offer some tax benefits

Mortgage Investment Returns

from 8.50% to 9.25%

Participating Life Insurance

an opportunity for tax-preferred cash value growth – paying 6.25% dividend

Our Services

Wealth protection for entrepreneurs

High net worth planning

Alternative investment strategies