Implementation

Implementation: Retirement & Insurance Resources understands how challenging the process of estate planning can be. We know that making decisions may be difficult. Choices may be easier.

There is no added fee to help you analyze, compare and coordinate the most effective use of insurance and your most efficient implementation strategy. Through our conscientious interaction with your other advisors, we can show you the various financial scenarios that best meet your particular estate and financial needs. Some of the most prevalent economic and financial strategies include:

Annual and Lifetime Exclusion Gift Tax analysis
Family Partnerships, GRATs and Defective Grantor Trusts
Generation Skipping (GST) maximization and situs analysis
Premium funding techniques, including Premium Financing options
Private Placement opportunities (with unique “M” high limit capacity)
Alternative Philanthropic Planning analysis

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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Private Insurance Resources

Implementation