M Benefit Solutions... for over 30 years...

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.

M Benefits Solutions’ experience 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:

Non-Qualified Executive Deferral Plans
Supplemental Executive Retirement Plans (SERPs)
Supplemental Life Insurance benefits
Supplemental Disability benefits
Long-Term Care (LTC) benefits
COLI and BOLI financing strategies

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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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M Financial Member Firm

M Benefit Solutions... for over 30 years...