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.
Most people spend more time and are far more invested in purchasing a new car than their life insurance. Once they buy their policy, they sit back and forget about it. However, like a car, an insurance policy requires ongoing maintenance.
Continue reading “Life Insurance Reviews: Is It Time to Check Under the Hood?”
Underwriting a life insurance policy may seem like a straightforward, scientific process. Underwriters look at age, gender and medical history to calculate underwriting classifications and premiums based on projected longevity or mortality.
Continue reading “Negotiated Underwriting: When Carriers Compete, Clients Win”
Life insurance can be a very valuable tool for building, protecting and transferring wealth. In addition to protecting families and businesses from loss, life insurance can provide powerful income tax and estate tax benefits, especially for high-net-worth individuals.
Continue reading “Six Common Mistakes People Make With Life Insurance”
