Advisor's Guide to Life Insurance

The Advisor's Guide to Life Insurance (AGLI) was developed by M Financial Group with the support of M Financial’s Product Development team and is published by the American Bar Association (ABA) Section of Real Property, Trust and Estate Law. The AGLI is a comprehensive resource that provides insight on the purchase, fundamentals, applications, and maintenance of life insurance products. The book is designed as an educational resource for ABA members and other professional advisors who are involved in the evaluation, purchase, and management of life insurance policies on behalf of clients.

As a Member Firm of M Financial, Retirement & Insurance Resources maintains an unconditional commitment to client advocacy.  We are very proud to be part of a community that demonstrates this commitment in everything we do, including due care, product differentiation, reinsurance, in-force management, and extraordinary service.  The AGLI is the ideal complement to our focus on facilitating informed decisions that support the long-term success of the client solutions we develop and implement.

The AGLI also reflects our commitment to the relationships we maintain with professional advisors, including attorneys, CPAs, and family offices.  By proactively collaborating with advisors—and by sharing our experience and insight—we seek to increase the overall understanding of life insurance products, their features, mechanics, and complexities, and the valuable role they play in the implementation of planning strategies.  The AGLI represents an important step toward increasing this understanding and will enhance the effectiveness and sustainability of what we deliver to mutual clients.

We encourage you to request a copy of The Advisor’s Guide to Life Insurance. Please contact us with questions and comments.