Insurance Advisory

Insurance that is managed. Not warehoused.

We understand that you have unique needs and that off-the-shelf solutions may not be enough to meet your goals. For over fifty years, we have delivered customized insurance advisory services and have provided proprietary insurance and financial products to meet the needs of businesses and high-net-worth individuals. Our approach to life insurance portfolio managementensures that over the long term, the insurance will be there to serve its purpose.

We provide a wide range of expert client-centered services, including:

Estate tax consulting
Business continuity planning
Proprietary life insurance options
Charitable gift planning strategies
Long-term care insurance
Disability insurance
Annual portfolio reviews

MCM will provide customized insurance solutions to meet your unique needs.

Traditional life insurance offered in AK, AZ, CA (#07481777), CO, CT, DE, FL, GA, HI, ID, IL, MD, MI, MT, NV, NJ, NM, NY, NC, OR, PA, SD, TX, UT, WA. Residents of other states should consult with a local agent for insurance services.

Securities offered in AK, AZ, CA, CO, FL, MD, MT, NV, OR, SD & WA. Residents of other states should consult with a local registered representative for securities products.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and investment Adviser, Member FINRA/SIPC. MCM is independently owned and operated.

MCM is a member of M Financial Group. Please go to www.mfin.com/DisclosureStatement.htm for further details regarding this relationship.