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Important Information

May is Disability Insurance Awareness Month

May 1, 2019
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QUESTION: What is your most valuable asset? Your car? Your home? Your income over your lifetime?

ANSWER: Your income.

The estimated value of your income is likely $4-10M! As a working professional, your ability to generate income is your greatest asset. Without income, your financial obligations and […]

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November is Long Term Care Awareness Month (#LTCAM)

November 2, 2018
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November is Long Term Care Awareness Month (#LTCAM) and though no one WANTS to think about needing Long Term Care, the fact is more than 70% of American’s will need home health care or LTC services at some point in […]

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Life Insurance Awareness Month

September 6, 2018
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Life Insurance Portfolio Analysis

September is Life Insurance Awareness Month (#LIAM18) and this month is a good reminder to complete a “check up” on your life insurance portfolio.
If you have […]

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M Financial Group Introduces Westley V. Thompson as New President & CEO of M Financial Group

August 4, 2017
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Originally Posted on M Financial Group website here

 

M Financial Group has named Westley V. Thompson as its new President and CEO. Wes will oversee all strategic aspects of M, including the development of resources and services designed to enhance Member Firm success and the […]

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