5350 S. Roslyn Street, Suite 310, Greenwood Village, CO 80111 | 303-740-8001 | info@auctoris.com

Life Insurance

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:

  1. How low interest rates affect their current insurance performance
  2. If their policies will remain in force
  3. If they can and should do a tax-free exchange to an updated fully-guaranteed product

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:

  • Product and carrier selection and diversification
  • Controlled underwriting with negotiated offers
  • Design of tax efficient payment sources
  • Ownership integrated with your wealth succession plan
  • Emphasis on multi-generational tax-free planning

 

Design and implementation:

  • Product and carrier selection and diversification
  • Controlled underwriting with negotiated offers
  • Design of tax efficient payment sources
  • Ownership integrated with your wealth succession plan
  • Emphasis on multi-generational tax-free planning

 

Insurance Services:

  • Controlled Underwriting
  • Intergenerational Split Dollar – G1G2
  • Insurance Product Comparisons
  • Investment Grade Life Insurance
  • Life Settlement Plans
  • Proprietary Products
  • Premium Financing
  • Private Premium Financing
  • Product Comparisons

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

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