Over the years, we have been highly selective about the products and services we have chosen to offer. In order to be included among our offerings, a product or service must not only make sense for our target market but we must also determine that our firm can add something uniquely important to the distribution process.
• BOLI Financing of Existing Benefits Programs
• Supplemental Executive Retirement Plans (SERPs)
• Post-Retirement Health Insurance Plans
• Long-Term Incentive Plans
• Long-Term Care Insurance
• Deferred Compensation Programs
• Death Benefit Only and Split Dollar Life Insurance Plans
M Financial Group Products
Our partnership with M Financial Group (M) affords us access to proprietary products that are designed specifically for our clients with performance features that are not available to other buyers. In addition, as an M member firm, we typically share in the underlying mortality risk of the policies we sell, placing us in the unique position of influencing product design in order to maximize longterm performance for our clients.