Health and Life

• Life Insurance
  We believe that a primary reason people steer away from discussing life insurance is that many life insurance practitioners use traditional approaches, treating life insurance as a transaction. These approaches match a numeric need to a product-based solution, seemingly without full consideration for the goals and vision of the people at the heart of the plan. Often for high-impact individuals and affluent families, everyone at the planning table seems clear that a need exists: everyone, that is, except you.
• Disability Insurance
  A company’s most important assets are its employees. A company’s success is dependent on its ownership team and just a few employees, its so-called key ‘game breakers’. Losing the services of top talent, e.g. a key employee with special skills, a member of the executive team or one of the managing partners can put a business in peril. M Advisory Group specializes in developing business succession plans and tailoring funded Buy Sell Agreements, as well as Key Person Life & Disability Insurance plans designed to safeguard against the loss of key people to help ensure the long-term success of our clients’ businesses.