J. Daniel Vogelzang

President, M Advisory Group and Executive Director, Corporate Benefits Group

Daniel Vogelzang joined M Advisory Group in 1995 and has since built his expertise in both qualified retirement plan design and non-qualified benefit plan designs for corporations, their executive teams, not for profit enterprises and entrepreneurs of closely held companies. Dan advises business owners, and partners with their professional advisors, on cost and tax-efficient financial, insurance and risk management strategies for business transition plans, ‘owner only’ benefits, key man protection, and solutions to recruit, retain and reward top talent and key company ‘game-breakers’. Dan is a published author and has written several articles for CPA journals and various magazines on qualified retirement plan enhancements and innovative techniques companies use to provide comprehensive executive benefits.

Dan is active in numerous professional associations including the Los Angeles Association of Insurance and Financial Advisors (LAAIFA), the Association of Advanced Life Underwriters (AALU), the National Association of Insurance and Financial Advisors (NAIFA). As a leader in his community as well, Dan serves on the Torrance-South Bay YMCA Board, Providence Little Company of Mary Hospital Foundation Board and he also volunteers his time in Children's Ministries at Rolling Hills Covenant Church.

Dan is a USC graduate, is a Registered Representative (Series 6 and 63), and is an Investment Advisor Representative (Series 65). He will complete his studies to become a Chartered Financial Consultant (ChFC), CFP and AIF (Accredited Investment Fiduciary) in 2011.

Phone Extension 122
E-mail Dan

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.