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Our relationship with dozens of insurance companies ensures our clients have access to the most cost-effective and appropriate products to meet their current and future planning goals.
MCo. Case Studies
Explore Client Success Stories. We help our clients navigate the complexities of life insurance while achieving superior results.
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Life Insurance Policy Review
Life Insurance Premium Financing helps high net worth families secure large life insurance policies.
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Life Insurance Premium Financing
Life Insurance Premium Financing helps high net worth families secure large life insurance policies. Life Insurance Premium Financing helps high net worth families secure large life insurance policies.
Trust Owned Life Insurance
Life Insurance Premium Financing helps high net worth families secure large life insurance policies. Life Insurance Premium Financing helps high net worth families secure large life insurance policies.
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FEATURED BLOG POSTS
Northwestern Mutual Struggles Continue – Should Policy Owners be Worried?
Northwestern Mutual announced on January 26, 2017, they will be laying off hundreds of employees by March 31st. The company’s chief investment of...
The Benefits of A Spousal Lifetime Access Trust (SLAT)
A Spousal Lifetime Access Trust (SLAT) allows a client to make irrevocable transfers of assets to fund trust-owned life insurance. A Spousal Lifeti...
Ultimate Guide to Buy Sell Agreements with Life Insurance
A properly executed and funded buy-sell agreement with life and disability insurance can provide stabilization and continuity of a closely held bus...
Ohio National Whole Life Insurance – To Be or Not To Be?
On March 23, 2021, Constellation announced they had entered into an agreement with Ohio National Mutual Holdings, Inc. and Ohio National Financial ...
The Definitive Guide To Split Dollar Life Insurance Arrangements
A Split-Dollar Life Insurance plan is a sophisticated strategy that can help with the payment of life insurance premiums. A life insurance policy...
[Case Study] How Life Insurance Premium Financing Can Save You Millions
Life insurance premium financing allows ultra-affluent families to secure life insurance coverage by borrowing ongoing premium payments. Most peop...
The Ultimate Guide to Life Insurance Premium Financing (Ultra Affluent Families, This One’s For You…)
Life insurance premium financing enables an owner of a life insurance policy to borrow money to pay premiums. There are several different scenarios...
What The Northwestern Mutual Dividend Rate Reduction Means For Policyowners
On October 26, 2016, the CEO of Northwestern Mutual announced a 45-basis point dividend scale interest rate reduction to its policy owners. This re...
7 Advantages of Term Life Insurance for Family Protection
Term life insurance is the easiest and most affordable way to protect against the financial loss of a parent. Although term life insurance may not ...