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Resources

Life Insurance Audit Checklist
Life Insurance Audit Checklist

Make sure you’re on track with your life insurance with our simple questionnaire.

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Asset Based Long Term Care Insurance
Asset Based Long Term Care Insurance

WSJ article gives example of a couple who uses LTCi as a strategy for their holistic financial plan, focusing on the value of "hybrid" LTC policies.

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Mutual Life Dividend Rates
Mutual Life Dividend Rates

Declining rates for investment-grade fixed income securities have caused portfolio yields at life insurance companies to decline. This has caused reductions in dividend interest rates for participating whole insurance policies and a shift in allocations by life insurance carriers towards riskier, less liquid assets in search of higher yields to support their dividend payments to policy holders.

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About M Financial. Private Wealth Article:
About M Financial. Private Wealth Article: "A Step Ahead"

M Financial has grown its ultra-affluent life insurance business since the 2008 crash by anticipating demand.

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