Lunch with a VIP - Jonathan Rosen, Entaire Global Companies, at La Grotta Ravinia

Michael J. Pallerino

August 1, 2008

J onathan Rosen was having some issues with his elevator pitch. It seemed no matter how hard he tried he just couldn't explain what his financial planning company did in a sentence. And after repeated efforts to hone that "perfect pitch," the founder, CEO and chairman of Entaire Global Companies settled on this: "We are to retirement plans what mortgages are to houses."

At a time when the concept of mortgages is enough to make you jump back  - way back - Rosen muses he arrived on the pitch during a trip to Mexico.

While taking a tour, he noticed an unusual number of half-built houses constructed in varying stages of multi-colored bricks and stones. Befuddled, he asked the guide about the unusual building technique.

The guide's response: "We build until we run out of money. And when we get more money, we build again. Many times, we don't get to live in the house until we're much older because it takes so long time to get the money."

Rosen reflected on the response - only older people or really successful ones were able to live in these houses. That revealed another thought: This is the problem Americans have with retirement.

"They put it [retirement investment] in one brick at a time; they let it grow; and they hope by the time they're ready to retire there will be enough to live in the house," Rosen says. "If they don't put enough in, and it doesn't grow, and doesn't perform, they never get to live in the house because it doesn't have a roof."

Enter the Duluth-based Entaire. The company focuses on providing business owners, medical practitioners and legal professionals with innovative solutions to financial and retirement planning problems.

Entaire enables individuals to leverage the power of programs that were historically only available to high net worth investors. The company provides a means to fund financial goals at a level commensurate with an individual's highest expectations.

To generate this funding, Entaire provides businesses with loans to finance the purchase of principal-protected, compounding interest products that benefit the business owner - or their designated beneficiaries - selectively. This unique lending platform enables Entaire to take advantage of global credit markets for the benefit of its clients. The center of Entaire's universe can be found in two concepts: the ENSHIELD® and VALUE ACCESS™ programs.

Businesses that rely largely on accounts receivable - such as health care practices, legal practices and professional service providers - benefit from the ENSHIELD® program. A loan is made to the business to fund future wealth accumulation in the form of a compounding interest product that is owned by - and benefits - the individual participant. In most cases, this transfer of wealth is accomplished in a highly tax efficient and selective manner.

The VALUE ACCESS™ program is designed for cash-based businesses, into which most businesses fall. The program enables an individual to take advantage of financial approaches that have been available to only the very wealthy. In its simplest form, it is designed to create wealth by enabling a cash-flow driven business to place a large sum of money - by way of leverage - into a compounding financial vehicle, creating a tax efficient and cost effective wealth strategy to fund personal financial future.

"Here's the plan: you have to put more money toward retirement - soon," Rosen says. "There are only so many strings you can pull in the equation. There's how much you put in, how soon do you put it in and how long do you leave it in. If you can put more in sooner, you can take a whole lot less return and get to the exact same place. Which means you can take a fraction of the risk."

About The Restaurant
La Grotta Ristorante
2637 Peachtree Road
Atlanta, GA  30305
404-231-1368

La Grotta Ravinia
4355 Ashford Dunwoody Road, NE
Atlanta, GA 30346
770-395-9925