Home - Zeid Muhammad

Step into a world where financial success is within reach. Zeid Muhammad, a financial engineer of monetary strategy and co-author of ‘The New Holistic Retirement’, unlocks the secrets to a prosperous future.

Financial Mastery

Zeid Muhammad isn’t just an insurance advisor; he’s a financial ally. Specializing in life insurance with living benefits, annuities in retirement income planning, and tax minimization, Zeid delivers tailored strategies to safeguard your financial future.

Experience the confidence that comes with using life insurance as a strategic financial tool. Zeid’s comprehensive approach, blending insurance and economic insight, ensures that your retirement plans are as resilient as they are robust.

A film of Financial Revelation

Zeid Muhammad takes you behind the scenes of successful retirement with ‘The Retirement Deception’, a documentary that challenges the status quo and empowers you to take control.

Through expert interviews and real-life stories, the film explores the often misunderstood world of retirement savings and the economic forces shaping it.

As a co-producer, Zeid brings his financial acumen to the forefront, offering a fresh perspective on how to achieve a secure and fulfilling retirement.

The documentary aims to educate and inspire, providing the tools and insights necessary for viewers to navigate the complex terrain of retirement planning with confidence.

Living Benefits Protection

Secure your family’s financial well-being with living benefits that provide liquidity in the face of life’s uncertainties.

Retirement Income Planning

Craft a retirement that’s as active as you are with strategies designed to generate sustainable income streams.

Tax Minimization

Navigate the complexities of retirement taxation with Zeid’s informed approaches to protect your hard-earned savings.

Private wealth reserve with Life Insurance

Transform your life insurance into a powerful financial tool for liquidity, growth, and legacy planning.

Insurance Strategies for Success

Leverage insurance policies as strategic assets to build a resilient and versatile financial portfolio.

Annuity Advisor

Explore annuity options with Zeid to ensure your retirement funds are optimized for longevity and stability.

SARAH M. Partnering with Zeid changed everything for me. His insights into tax minimization and retirement planning not only secured my future but also gave me peace of mind. I'm truly grateful for his guidance and expertise.

FRANK G. Zeid's approach to financial planning is revolutionary. He showed me strategies I had never considered, significantly impacting my retirement readiness. His dedication to my financial well-being was apparent from our very first meeting.

EMILY T. Zeid is a financial wizard. His advice on managing market risks and strategic planning has balanced my portfolio beyond expectations. His personalized service makes all the difference.

Maurice McDonald A professional is knowledgeable progressive proactive for his clients and understands the investment products that his client's needs and then advises. Zied Muhammad is all that and more.. That's what he has done for me. Most importantly He's a fantastic person. Love working with him.

Janely Nebre-Gali My family and I had an excellent experience with Zeid. He gave me options and came up with solutions to my financial hardships that others were not able to. I love his attention to detail and the desire to wanting to learn more about my family's goals even if it wasn't financial related. His love for his clients definitely shows in his work.

Joly Mendoza He has been great right from the beginning, he has an exceptional wealth of knowledge about the insurance and most importantly the benefits of enrolling or having a life insurance. He is the best person to explain the details/make clarifications about things we don't understand. He is an Outstanding agent/person/friend.

Esther Zhou It's privileged to work with Zeid because he's a good listener, stay organized and take initiative on tasks. He is very knowledgeable in his profession and constantly improve and develop new skills.

Valeriano Elfalan Working with Zeid Muhammad is nothing short of great. I can definitely say that he is a man of integrity, honesty and loyalty. We are not only friends but two people that have worked together side by side to accomplish the same goal for clients. Zeid is not a man that wavers or negotiates with himself for personal gain. I appreciate him and his work ethic. And believe that it's to your advantage to have a conversation with him.

Jeannie Jemera During the years I've worked with Zeid Muhammad, I can truly attest that he is of good moral character, dedicated and a very enthusiastic worker. He has always maintained a professional and positive attitude throughout our time but also a down to earth individual. He is brilliant, service-oriented and has shown the ability to undertake even the most complex of task without hesitations. He is a team leader and a very hard worker and it was a privilege to work with him.

Rosemarie Samaniego His communication skills are exceptional. Very professional and trustworthy. Knowledgeable in insurance recommendations and loves to make complex topics simple.

Sami Freitas Z is thorough & always brings everything to the table including his heart. He takes the time to make sure his clients fully understand what financial products & strategies are best fit for their individual needs. He's knowledgeable & I trust that he has the best interest for me & those I send his way.

Marjory Calip Zeid is a great person with great character. He is very trustworthy and provides excellent service. Very professional and knowledgeable about the financial industry. You will be delighted to work with Zeid or be a client of Zeid. I would recommend to any of my friends or family.

Michael Chang Zeid Muhammad is a man of great integrity with knowledge of the products and industry that is second to none. He receives my highest recommendation without any disclaimer!

Rhiza Pangilinan With your great performance, I know that you will record more successes. You have made a powerful impression. Kudos to you Zeid! We're proud of you.

Linda Hong Zeid is such s fun guy to work with. He is full of positivity and knowledge. I had asked Zeid to help with a client of mine. He not only listened to my concerns, he asked questions to better understand the situation, and he laid out a game plan on how he would proceed. I was very comfortable with our appointment and the outcome. Zeid was very attentive during our appointment with my client, was honest, and was professional. He is a great guy to work with and to be around.

SARAH M.

Partnering with Zeid changed everything for me. His insights into tax minimization and retirement planning not only secured my future but also gave me peace of mind. I’m truly grateful for his guidance and expertise.

FRANK G.

Zeid’s approach to financial planning is revolutionary. He showed me strategies I had never considered, significantly impacting my retirement readiness. His dedication to my financial well-being was apparent from our very first meeting.

EMILY T.

Zeid is a financial wizard. His advice on managing market risks and strategic planning has balanced my portfolio beyond expectations. His personalized service makes all the difference.

Zeid Muhammad’s journey into insurance advising is fueled by a passion for empowering individuals with the knowledge and tools they need for financial success. With over a decade of experience, he’s become a trusted authority in strategic planning for insurance and retirement.

His academic background in engineering provides him with a unique perspective on problem-solving and strategy development, making him adept at crafting tailored financial plans that address the specific needs of his clients.

Zeid is not just an advisor; he’s a co-producer of ‘The Retirement Deception’, a groundbreaking documentary that exposes the myths of retirement planning, demonstrating his commitment to educating the public on financial literacy.

His book, co-authored with industry leaders, ‘The New Holistic Retirement’, further cements his role as an innovator in the financial field, offering readers a comprehensive guide to achieving financial success.

Beyond his professional accolades, Zeid is deeply committed to his clients’ success. He believes in building lasting relationships, offering personalized advice that evolves with their financial journey.

Zeid’s mission is to demystify financial planning, making it accessible and understandable for everyone. He’s dedicated to helping his clients build a secure, prosperous future.

Transform Your Approach

Dive into ‘The New Holistic Retirement’, co-authored by Zeid Muhammad, a pioneering guide that redefines the journey to retirement. This book brings innovative financial strategies to your fingertips, offering a fresh perspective on securing a prosperous future.

Through practical advice and actionable insights, Zeid and his co-authors navigate you through the complexities of modern retirement planning. It’s more than a book; it’s a blueprint for building a retirement that’s as resilient as it is rewarding.

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