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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 announces they will be laying off hundreds of employees by March 31, 2017.
This announcement comes a few months after No...
What is a Term Life Insurance Conversion?
A term life insurance conversion allows a policy owner to convert their existing term insurance to a permanent life insurance policy.
...
The 4-Step Formula for Choosing the Right Term Life Insurance Policy
In the world of life insurance – term life insurance is the easiest to understand and it is the type of coverage most people need.
Term li...
Premium Financing Life Insurance
Life insurance premium financing is the process of borrowing money from a third-party lender to pay for large life insurance premiums.
...
What Are The Different Types of Life Insurance Policies?
Life insurance policies can be very simple or extremely complex given the circumstances. Much of this is a function of the type of policy and how i...
Low Interest Rates Causing Permanent Life Insurance (Universal and Whole Life) to Massively Under Perform
Crediting rates and dividend rates on permanent life insurance policies are at all-time lows and will likely continue to decrease.
The impa...
![[Case Study] How Crediting Rates Can Adversely Impact Life Insurance Policy Performance](https://m3c9f7m7.rocketcdn.me/wp-content/uploads/2021/03/fi-universal-life-insurance-policy-review-400x250.png)
[Case Study] How Crediting Rates Can Adversely Impact Life Insurance Policy Performance
Life insurance carriers current crediting and dividend rates on in force, permanent life insurance coverage continue to decline.
We are seei...
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.
The premise is simple. An affl...
The Benefits of A Spousal Lifetime Access Trust (SLAT)
Spousal Lifetime Access Trust(s) are ideal for married couples with a potential estate tax liability who want flexibility in their estate planning....