Using Life Insurance to Preserve Wealth
With over $5 billion in life insurance in force, MB’s industry expertise and resources are unmatched. As a leading member of M Financial Group, we design sophisticated life insurance programs, administer policies, and monitor performance for wealthy individuals, corporations, and executives. Our proprietary products, technical design proficiency, and large case death benefit portfolio distinguish us in wealth planning. Backed by over 50 years of experience, we take a holistic approach to wealth preservation, thinking “differently” to deliver innovative, tailored solutions that meet clients’ unique financial needs.
MB’s market influence and creative thought leadership have earned us a reputation for exceptional service and strong client advocacy. We prioritize risk management and go beyond traditional solutions, developing strategies that protect and promote our clients’ financial futures. Our MB process is our secret sauce that allows for creating customized and tailored wealth transfer strategies and solutions–born out of wisdom and knowledge that comes from many years of advising individuals, families and their trusted advisors.
How We Are Different
In our consulting model, The Wisdom of We®, we encourage three key planning dynamics. All of the advisors come to the table with a genuine desire to collaborate, the technical elements of the plan must work together as seamlessly as the advisors, and the team that creates the plan stays together following implementation to support the client over time.
Key elements include:
- Proprietary life insurance products tailored for the affluent market
- Underwriting expertise for medical and avocational challenges
- A team of experienced marketing and service professionals
- Annual reviews to identify opportunities and avoid surprises
Our expertise spans estate preservation, income replacement, business succession, key employee retention, and charitable giving. Through the strategic use of life insurance, we help clients preserve wealth, reduce estate taxes, and build enduring family legacies. Additionally, our MB insurance audit ensures that life insurance portfolios are aligned with clients' goals, objectives, and risk tolerance, providing ongoing confidence and clarity in their financial journey.
Expertise, Delivered
- Term Life
- Universal Life
- Variable Life / Indexed Universal Life
- Survivorship Variable Universal Life
- Annuities (including Variable Annuities)
- Private Placement Variable Universal Life (PPVUL)
- Whole Life
- Survivorship Whole Life
- Survivorship Universal Life
- International Life Insurance
- Private Placement Life Insurance (PPLI)