Insurance Advisory Services

Insurance Advisory Services

Insurance is a powerful estate and business planning tool. However, choosing the right life insurance plan can be complicated. For more than fifty years we have guided families and businesses through this process as a trusted confidante.

  • How much insurance is needed?
  • When is term insurance better than permanent insurance, and is diversification important?
  • Which advisor can you trust? Should an insurance advisor coordinate with your attorney to ensure proper plan administration?

Our Approach

Like investments and estate plans, insurance portfolios need to be customized and managed over time. As circumstances or laws change, strategies need to change. Not every life insurance advisor offers the experience and specialized solutions that manage client needs, but we do. Our proven process and technical skill allow us to navigate the challenging issues and provide personalized solutions.

Our Products

Through our relationship with M Financial Group, our clients have access to exclusively priced life insurance proprietary products that are not available through traditional agents and brokers. Many of these products feature pricing enhancements that are passed along to new and existing clients, a practice that is rare in the industry.