Design your Portfolio

Design your Portfolio: With the exception of using insurance to fund business continuity plans or to supplement retirement income, your advisors generally recommend owning life insurance outside your taxable estate. Irrevocable life insurance trusts (ILITs) often own the policies, and may be funded through a combination of gifting and financing strategies (including annual and lifetime exclusion gifts, installment sales, intra-family loans and grantor retained annuity trusts).

Retirement & Insurance Resources’ professional team works together with your advisors to design a customized portfolio of policies, tailored to meet the economics of your specific estate and income planning objectives.

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.

#5479404.1

Private Insurance Resources

Design your Portfolio