CEO & Investment Advisor Representative - LionsGate Advisors
Bio
Jonathan financially engineers life insurance products for maximum tax-free Internal Rates of Return (IRR) not normally seen in this low-risk asset class. Jonathan represents clients as a fiduciary, and his team negotiates all aspects of health ratings, design and returns to ensure the highest IRRs possible.
Jonathan’s ability to deliver compelling tax-free IRR has captured the attention and respect of entrepreneurs, CEOs, and professionals looking for the highest level of financial guidance.