M Financial Group
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Personal Information
Organization / Workplace
Portland, Oregon United States
Industry
Finance / Banking / Insurance
Website
http;//www.mfin.com
About
With 140 Member Firms in 37 states, the United Kingdom, and Dubai, M Financial Group is one of the nation's leading financial services design and distribution companies. Since 1978, M Financial's network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. Our Member Firms are independent but work together toward a common goal: to offer a broad range of sustainable solutions designed to help their clients meet their financial goals.
Contact Details
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life insurance m intelligence financial planning asset management wealth transfer advanced markets insight case design whole life insurance variable universal life insurance indexed universal life insurance tax dividend interest rates the wealth channel the american college in-force management no-lapse guarantee premium payment shadow account business continuation cash value liquidity coli corporate owned life insurance phantom stock deferred nonqualified compensation nqdc policy performance pricing vie international wealth management wealth protection grayson dufrene private placement m member firm iul acli naic white paper retirement planning annuity contracts annuities executive benefits small business rating agencies universal life insurance cash value life insurance term life insurance no-lapse guarantee universal life insurance planning strategies tax rates financial strength ratings
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Personal Information
Organization / Workplace
Portland, Oregon United States
Industry
Finance / Banking / Insurance
Website
http;//www.mfin.com
About
With 140 Member Firms in 37 states, the United Kingdom, and Dubai, M Financial Group is one of the nation's leading financial services design and distribution companies. Since 1978, M Financial's network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. Our Member Firms are independent but work together toward a common goal: to offer a broad range of sustainable solutions designed to help their clients meet their financial goals.
Tags
life insurance m intelligence financial planning asset management wealth transfer advanced markets insight case design whole life insurance variable universal life insurance indexed universal life insurance tax dividend interest rates the wealth channel the american college in-force management no-lapse guarantee premium payment shadow account business continuation cash value liquidity coli corporate owned life insurance phantom stock deferred nonqualified compensation nqdc policy performance pricing vie international wealth management wealth protection grayson dufrene private placement m member firm iul acli naic white paper retirement planning annuity contracts annuities executive benefits small business rating agencies universal life insurance cash value life insurance term life insurance no-lapse guarantee universal life insurance planning strategies tax rates financial strength ratings
See more