Rigorous analysis, effective, efficient and enduring solutions.
- Policy Analytics for Owners Advisors & Fiduciaries
- Life Insurance Portfolio Design & Management
- Split Dollar Design & Resolution
- Executive & Deferred Compensation
- Redemption, Cross Purchase, and Hybrids
- Private Placement
- Disability & Long Term Care
Life Insurance is a flexible and effective tool for wealth transfer, executive & deferred compensation, stock redemption and cross-purchase plans, as well as to amplify pension benefits and facilitate estate tax reduction strategies.
Recognized as thought leaders, our professionals function as a cohesive team with a relentless focus on developing client-specific solutions. We are committed to the principle that off-the-shelf products are not good enough for our clients. And for more than 30 years, our independence has enabled us and M Financial to design, implement and manage proprietary policies issued exclusively to our clients by many of the nation’s leading insurance companies.
RESULTS MATTER AND SHOULD BE MEASURABLE
Our proprietary policies incorporate a novel, economically compelling and ongoing commitment by the issuing insurance companies to recognize efficiencies of scale, persistency and the enhanced mortality experience of well served, better educated and affluent clients.