5350 S. Roslyn Street, Suite 310, Greenwood Village, CO 80111 | 303-740-8001 | firstname.lastname@example.org
Strategic Uses of Life Insurance
It is our experience that most high net worth individuals have acquired some level of insurance. The difference is that our clients know:
Through M Financial we offer proprietary products for high net worth individuals with premiums that are 10-15% lower than the public marketplace. After discussing your goals and objectives, we will analyze, design and implement a personalized plan that is right for you.
Analysis – Is your insurance portfolio focused for:
Design and implementation:
Let our dedicated team of experienced professionals review the effectiveness and efficiency of your policies.
Significant Savings on Your Life Insurance: We have helped many families enjoy significant savings on their life insurance premiums with the proprietary products of M Financial Group.
Things change. Here’s why you should review your Life Insurance every three (3) years. Download PDF: Life Insurance Prudence