Life Insurance Advisory Services

As a member firm of the M Financial Group, we use many life insurance products offered by global financial service companies. Today’s sophisticated life insurance products are efficient financial tools that are used by some of the nation’s wealthiest families and successful companies to create necessary liquidity upon death.

Our services include:

  • Analyzing funding of business transfer and/or estate cost liabilities with life insurance.
  • Review of existing life insurance portfolio.
  • Restructuring life insurance portfolio to make it more efficient
    and effective.
  • Coordinating liquidity needs with overall estate and business planning objectives.
  • Confirming sufficient business and estate liquidity and acquiring new life insurance if necessary.