Donald H. Mehlig

Founder and Chairman

Donald H. Mehlig is one of the most successful and recognized professionals in the insurance industry. In 1962, Don co-founded The Cal-Surance Group (now M Advisory Group) in Torrance, California. He currently serves as President of Cal-Surance Benefit Plans, Inc. and Family Wealth Counseling, Inc. as well as Chairman and Senior Consultant for M Advisory Group.

Don has been the President of many industry associations, including the American Society of CLU and ChFC, the Association for Advanced Life Underwriting, the South Bay Estate Planning Council, and the Los Angeles Chapter of Chartered Life Underwriters. He is a life member of the Million Dollar Round Table*. He has been named one of the 20 outstanding life insurance men in the U.S. by LEADERS magazine on two separate occasions and has received the California Association of Life Underwriters Distinguished Service Award. Don's current primary focus is on helping successful families achieve significance through the process of Family Wealth Counseling.

He has also been actively involved in the community. He is past chairperson of the Little Company of Mary Health System and he currently serves on the Board of Directors for the Cancer Support Community – Redondo Beach.

Don is a prostate cancer survivor for 10 years, without invasive treatment. He sponsors a website (www.watchfulwarrior.org) promoting his active surveillance regimen.

A graduate of UCLA, Don also holds CLU and ChFC designations and is registered as an Investment Advisory Representative. Don and his wife, Patricia, reside in Rolling Hills. They have three adult children and are members of Rolling Hills Covenant Church.

Phone Extension 120
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* Million Dollar Round Table other associated memberships are based upon product sales. For details regarding qualifications for these memberships, please visit the following web site address: http://ihs.mdrt.org


M Advisory Group is presently licensed to sell traditional life insurance in the following states: AZ, CA (#0319876), CT, FL, IL, MD, MI, MN, NH, NM, NJ, NV, OR, RI, VT, VA, and WA. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.

Variable life and annuity products, as well as other securities products, may be sold in the following states: AZ, CA, CO, CT, FL, GA, HI, IL, NJ, OR, PA, TX, and WA. Residents of other states should consult with a local registered representative for securities products.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. M Advisory Group is independently owned and operated.

M Advisory Group is a member of M Financial Group. Please go to mfin.com/DisclosureStatement for further details regarding this relationship.

This material is intended for informational purposes only and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.