Affiliates

Retirement & Insurance Resources has established affiliations with other professional organizations. Together we deliver valuable services that compliment our core competencies such as analytic tools, comprehensive administrative services, proprietary products and resources.

M BENEFIT SOLUTIONS: For over 30 years, M Benefit Solutions has been designing innovative Executive Benefit Plans customized to address the specific needs and complement the unique cultures of leading corporations across the country. Their expertise and comprehensive work product address all facets of non-qualified executive benefit plans, including design, financing, securitization, implementation and administration for a wide variety of executive and director benefit programs.

VERALYTIC: Veralytic is a leading innovator in life insurance analytics. The Veralytic Report is the only patented, objective and transparent evaluation of suitability for life insurance policies.

CRUMMEY SERVICE: CrummeyService.com is a web-based solution to the administrative problems of Crummey trusts. It automatically sends gift and premium payment reminders, creates Crummey notices informing beneficiaries of their withdrawal rights, records acknowledgement of the notices and sends copies to trustees, grantors, fiduciaries and advisors to the trust. It relieves the attorney and trustee of tedious hard copy storage and administration.

PENSION PLANNERS: Pension Planners is a third party administration firm located in Naples, Florida, providing consulting, recordkeeping, actuarial and administrative services for profit sharing plans, 401(k) plans, 403(b) plans, defined benefit plans and cash balance plans. Since 1983, they have been helping sole proprietors, small business owners, and non profit organizations design retirement plans to meet their current financial needs with the flexibility to accommodate their ever-changing goals.

ADVISORS TRUST: Advisors Trust Planning & Investment Company is an independent Registered Investment Advisory firm based in Naples, Florida. They offer value-based wealth management and exclusive one-of-a-kind financial solutions and expertise for high income individuals, corporate executives, health care providers and large corporations.

Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINREA/SIPC. Investment Advisory Services Offered Through Advisors Trust Planning and Investment Company. Retirement & Insurance Resources is independently owned and operated. Retirement & Insurance Resources is a member of M Financial Group. Please go to https://www.mfin.com/disclosure for further details regarding this relationship

Check the background of this firm and/or investment professional on https://brokercheck.finra.org/.

For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to https://www.mfin.com/m-securities.

This site if for information purposes and should not be construed as legal or tax advice and is not intented to replace the advice of a qualifies attorney, financial or tax advisor or plan provider.

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