Industry Articles

Succession Planning    Timothy Malarkey
Small Business Planning Using COLI    Timothy Malarkey

Executive Benefits

Executive Compensation - Striking a Balance    J. Daniel Vogelzang
Long Term Care - The 'Newest' Crisis of the Decade?    J. Daniel Vogelzang

Current Issues

Sarbanes-Oxley Act of 2002: Implications for Split Dollar Life Insurance Policies    J. Daniel Vogelzang

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.