Listen to our exclusive planning conversation with Eric Eklund, Esq., Advanced Markets Consultant, M Financial Group. During this recorded webinar session, Eric shares unique planning strategies for affluent and ultra affluent families.
New home for our Cleveland office!
7005 S. Edgerton Road, Suite 101, Cleveland, OH 44141
New year. Big change. For over a year now, we’ve been hard at work behind the scenes, undergoing a complete brand overhaul to refine our practice. It has been like shaking a snow globe upside down, turning it right-side up, and watching the snowflakes swirl about. Chaos at first, but then the snowflakes start to come together, and everything seems to fall in just the right place.
M Financial Group and Symetra Life Insurance Company today announced that Symetra has been added to M Financial Group’s carrier platform as an Associate Carrier. Through this relationship, M Financial Member Firms will have direct access to Symetra’s individual life product line, including their Guaranteed Universal Life and Private Placement Variable Corporate-Owned Life Insurance (COLI) products.
The U.S. life settlement industry is well positioned for sustained long-term growth, according to speakers at the Life Insurance Settlement Association’s (LISA)22nd Annual Spring Life Settlement Conference, held over the past two days at the Hilton Palmer House in Chicago.
To position our clients for underwriting success, we stay ahead of the curve. Before an insurance company reviews the medical profile of one of our clients, we do it first. For each client, our team prepares a confidential health assessment, which we provide to the insurance carriers directly.
A trend worth noting in the life insurance industry today is the shift away from some of the industry’s more invasive underwriting requirements. While this change certainly isn’t happening overnight, it is starting to provide a little relief for clients.