- LA – 636060 / New York; 0C52663/CA
Background: Former President, LA Financial Designs; Registered with Financial Industry Regulatory Authority (FINRA); B.S. / B.A Boston University Life Insurance analysis for personal, corporate and estate planning concerns.
Practice strengths: Life insurance analysis and design for personal, corporate and estate planning applications. Utilizes a team approach with financial/legal/tax advisors in a concerted effort to ensure that lifetime exemption, annual gifting and leverage strategies are maximized. Wealth accumulation and transfer strategies including the funding options for corporate shareholder buy-sell agreements.
Executive benefits: Including all deferred compensation arrangements and executive supplemental retirement plans/annuities.
Employee benefits: including medical, disability, life, long/short term disability, dental, long tern care and 401K plans.
Policy Audit/Analysis: Expertise in medical underwriting to help deliver optimal results with impaired risk (health) cases.
Lee Alper is a registered representative of and offers securities through MML Investors Services, LLC, Member SIPC. Supervisory office: 250 Pehle Avenue Ste 405, Saddle Brook NJ 07663 Tel: 973-237-0100.
Lee Alper is licensed to sell securities in New York
Mactas & Alper LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.