What We Do Best
Strategic Uses of Life Insurance
Our Role as Wealth Preservation Architects
our professional services
While we use life insurance as a solution for many clients, our product is our experience and the strategies we build for you. We do not believe there is a one-size fits all strategy or product for every client and we certainty do not try to fit clients into a specific product box. Instead we offer solutions of what our clients can do to preserve their wealth for their family and their business.
Here is a sampling of strategies we have implemented for clients. Often many of them work synergistically.
Planning Strategies
- Trust Owned Life Insurance
- Estate Tax Reduction & Strategies for Paying Estate Taxes
- Business Buy Sell Protection & Executive Benefits
- Private Placement Life Insurance (PPLI)
- Corporate or Bank Owned Life Insurance (COLI /BOLI)
- Private Premium Finance
- Intergenerational Split Dollar Life Insurance
- Charitable Gift Giving
- Art Succession
Is Your Family and Business Protected?
Life Insurance Portfolio Reviews
Auctoris can provide an objective, third party assessment of your life insurance. Contact us today for an in-force policy summary and evaluation of how the life insurance you currently own may be improved.
The benefits could surprise you!
Disclosures
Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Auctoris is independently owned and operated. Auctoris is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.
Check the background of this firm and/or investment professional on FINRA’s BrokerCheck
For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. CA Insurance License #0B71087
This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.
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