Rapid change is shaking up the life insurance industry, increasingly making it a challenge for financial professionals to ensure the continuity and service their clients need to keep their life insurance plan on sure footing. M Financial Group has the stability your advisors of high net worth (HNW) clients require. With a large portfolio of exclusive products, the M block of business is not subject to the same dynamics as other insurance contracts. Download our guide here.
Goldstein Financial Group is a proud Member Firm of M Financial Group. M Financial Principals provide exclusive advantages to their clients and advisors. These advantages become particularly important as persistent low-interest rates have substantially diminished performance and prompted carriers to limit the availability of product features. M Principals advocate on behalf of their clients through ongoing service and support.
In addition to providing independent advice, creative problem solving, and superior support, M Principals offer access to M’s suite of exclusive products. M Financial works closely with carrier partners to create exclusive products for high-net-worth individuals and corporate clients. These products have historically been built with lower charges and added features not available through retail products generally offered to consumers.
Resources like these make the difference between the high-net-worth and corporate markets. Download the brochure to learn more about pricing and other exclusive advantages of M Financial Group’s products. Download our Guide to learn more.
As our advisors and clients begin to close out 2021, we are all starting to think about 2022 and effective planning strategies.
Many have already taken steps, including transferring capital into trust. GFG is prepared to assist advisors and their clients with certain life insurance solutions that may be beneficial for these types of clients.
Download our Solutions Guide here to learn more about how we advocate for our clients and advisors by providing proprietary access to a high level of analytics, education, objectivity, and professional underwriting.
Why do Ultra-Affluent Families Purchase Life Insurance?
Life Insurance can provide permanent protection with a savings component – an efficient means to create, transfer, and preserve family wealth.
Get your copy of our guide here.
Premium Finance
Life Insurance financed by an institutional lender is an underused strategy. It is especially attractive because it provides a path for wealthy individuals, familiar with sophisticated arrangements and investments, to secure life insurance structured to fund future estate tax liabilities.
For an overview of GFG’s Guide to Life Insurance Premium Financing, click here.
The Insurance Design Center (IDC)
Life insurance is an asset class requiring ongoing management and advocacy. The IDC serves private clients referred to GFG by attorneys, accountants, family office executives, institutional trustees, and wealth management advisors. These professionals counsel affluent individuals, businesses, and trustees who own or are responsible for life insurance and related financial products.
For an overview of The Insurance Design Center, click here.
Latest News!
Goldstein Financial Group Announces Expansion With Second Office Location In Palm Beach, Florida
To view the press release, you can download a PDF copy here.
Join Our Next Webinar!
“Maximizing Your Client’s Exemption – Use It or Lose It”
Goldstein Financial Group, LLC welcomes Eric Eklund, Esq. to discuss maximizing client gifts, leveraging low interest rates, and intra-family lending techniques.
When: Thursday, October 15th
Time: 9:00 AM PDT/ 11:00 AM CDT
Register Here: Webinar Featuring Eric Eklund
Eric Eklund, Esq. with M Financial Group, advises the nation’s top life insurance professionals on business planning, estate planning, securities, and tax planning. Join us by registering through the link above.
In case you missed it our latest brochure, Life Insurance: An Asset for Portfolio Diversification is now available. A life insurance portfolio can help build a sound estate plan. Click here to read more.
