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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
Irrevocable Life Insurance Trust (ILIT) for Estate Planning
Life insurance owned by an irrevocable life insurance trust (ILIT) can be the easiest and most efficient way to pay estate taxes. If you want to re...
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 policyâ€...
What John Hancock’s Crediting Rate Increase Means for Policy Owners
On September 1, 2022, John Hancock increased their crediting rate 20 basis points on their Protection Universal Life and Protection Survivorship Un...
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...
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 ...
Why Convertible Term Life Insurance Matters And What You Need to Know About It!
Converting a term life insurance policy can be a valuable benefit. However, it is often overlooked. Most term life insurance policies include a f...
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 life...
Guidelines for Transferring Business Owned Life Insurance
There are several reasons a business may want to transfer ownership of a corporate-owned life insurance policy to an individual. Perhaps a business...