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White Papers

Aspen Family Business Group Article: “Estate Planning: Is it for the Young”

Estate Planning: Is it for the Young? By William “Bill” Roberts, CLU, ChFC [First published on www.aspenfamilybusiness.com in Feb 2015]  – How important are core values to a multi-generational family legacy? Have you thought through the probate process with your attorney or trusted advisors? What impact will that have on your young children and what are the distribution patters for your estate?  Bill Roberts explains more…..

View full article “Estate Planning: Is it for the Young?”


Private Wealth Article: “A Step Ahead”

M Financial has grown its ultra-affluent life insurance business since the 2008 crash by anticipating demand. By Eric L. Reiner [Nov-Dec 2013]– When we last visited M Fiancial Group (see “A Class of Its Own,” Private Wealth, October 2008), the sun was shining brightly on the high-end producer group headquartered in rainy Portland, Ore. But our interviews were conducted just weeks before the financial crisis struck. After the crash, the high-networth insurance landscape looked different. Did the change take M down a peg? 

Not in the least…

View full white paper “A Step Ahead”

M Financial White Paper on Captive Insurance

The Use of Captives in the Life Insurance Industry. Prepared and Researched by M Financial Group [July 2013] On Tuesday, June 11, 2013, The New York State Department of Financial Services (NY DFS) issued a report highlighting captives, which The New York Times characterizes as “complex private deals that allow the companies to describe themselves as richer and stronger than they otherwise could in their communications with regulators, stock holders, the rating agencies, and customers, who often rely on ratings to buy insurance.”…

Financial White Paper on Captive Insurance

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