PFLI LLC - Premium Finance Life Insurance

Premium Finance Life Insurance provides wealth holders and their advisory teams with best in class options for their life insurance portfolios. Our team has earned the confidence of high net-worth families, individuals, and businesses around the country and helped place over $1.5B of protection.

President

City of Newport Beach

Finance Committee

Balanced Strategies, LLC

Balanced Strategies approach is planning-driven and collaborative.  They think well-beyond a life insurance sale to identify opportunities for planning that maximizes client outcomes.  An engagement with Balanced Strategies typically drives a more substantial and tailored solution. Advisors benefit from their involvement at the onset and discovery phase and they bring planning insights from business succession and estate planning strategies successfully implemented by $50M to $1B+ families and corporations.  Their unique experience and industry perspective affords collaborative advisors a powerhouse partner to help find, open and close their biggest opportunities.
 
Balanced Strategies delivers their services with the mindset of economists, not salesmen.  The economics of life insurance, and in many instances financed life insurance, are often more efficient than other asset types that may be evaluated to fund planning and liquidity needs.  Their team members are highly-skilled in preparing and presenting economic analysis that clients and their key advisors find easy to understand and evaluate.  This approach enhances confidence and trust in advisors’ client engagements.
 
Through comprehensive analysis , evaluation and design, Balanced Strategies builds product and lending solutions custom to each client, carefully evaluating each element and focusing on every way possible to de-risk the client’s situation.  There is no “one-size-fits-all” life insurance carrier or lender. Clients have unique needs and deserve a custom solution.  Balanced Strategies implements sustainable solutions and are committed to managing transactions in partnership with advisors for the long haul. Balanced Strategies is your trusted partner for large and complex case opportunities.

Senior Consultant

The Elite OC

The Elite OC, a nonprofit business league that empowers leading young professionals to positively impact the local community and grow professionally, has grown organically to be the largest young professionals group in Orange County.  Focused on quality programming for leading, charity-minded individuals, Elite OC has hosted over 100 events to date benefitting a variety of local Orange County-based charities.  Instead of charging for events, Elite OC asks attendees to bring a donation for the chosen monthly charity, which has resulted in donations of over $135,000 and 23,000+ life-enhancing items given to 95 local charities since inception.  Items such as books, school supplies, instruments, hygiene kits, and canned food have benefitted recipients from low-income families to veterans and homeless.

Succession Capital Alliance

Helped advisors complete 175 cases resulting in over $1.5B of death benefit, $45M FYC, and $300M of financed premiums.

Vice President

Private Client Group - Northwestern Mutual

Director of Operations

Fifth Third Private Bank

Fifth Third Private Bank gives high net-worth individuals and families access to sophisticated financial solutions–solutions that can help simplify your finances so you can focus on your goals.

Fifth Third Private Bank is able to leverage the vast resources of a top financial institution to give you the highest level of service and a broad array of solutions. In fact, Fifth Third has been helping to manage the assets of those with significant wealth for over 100 years.

High Net Worth Insurance Specialist

Northwestern Mutual

I help successful professionals, families, and bussinesses prepare for the future. My approach and practice is balanced between wealth accumulation and risk management. It includes creating "big picture" financial plans, preparing for retirement, estate planning and wealth transfer, funding children's education, and insulating your assets from premature death, disability, or a long term care need.

I take special interest in the tax implications of particular strategies, technical analysis, and behavioral finance.

Financial Advisor

University of Cincinnati

Intimate knowledge of experimental combustion research: Facility design, experimental test matrix optimization, technical operation. Thesis research on after burner screech tone identification and characterization. 

Strategic research and implementation consulting.  Performed new product feasibility study for bio-pharmaceutical company. Identified and surveyed potential customers and competitors for market analysis. Personally presented this information to the CEO and VP of Marketing.

Long history of strong extracurricular involvement. President of both the MBA and Aerospace Engineering Graduate Student Associations. Student representative on College of Business Academic and Ethics Committee. Sat on College of Business Alumni Board of Governors. Worked on the Constitution and Bylaws committee for the general university graduate student association. President and Treasurer of the Collegiate Aircraft Design Team.

Research Associate

Cornerstone Research Group

Experienced research engineer with a focus on smart material integration into adaptive composite systems for the Aviation, Defense, and Space industry. History of funded research from DoD, NASA, and AFRL SBIR contracts. Program management experience with private and public sector funding agents.

John Reed helps advisors and strategic partners implement and maintain advanced wealth/business protection and transfer strategies for their most valued customers. He has helped insurance advisors with over 200 Premium Finance cases resulting in +$2.5B of coverage, +$460M of financed premiums, and +$56M FYC. He currently serves on the Finance Committee for the city of Newport Beach, CA, is the past-president of The Elite OC: Young Professionals Giving Back, and is a graduate of University of Cincinnati where he studied Aerospace Engineering and MBA. He is an avid reader, competitive sailor, space nerd, and international traveler.

The sailing photo in the banner was taken at Diamond Point Lighthouse Buoy after spending nearly 14 days at sea, crossing the Pacific Ocean from Long Beach, CA as part of the 2019 Transpac Race!

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