401 W. Colonial Drive, Suite 802
Orlando, FL 32804-6830 (Map)
407-648-1470 (Phone)
407-648-1196 (Fax)
Due Care
Due Care identifies the factors that are likely to make a real difference in selecting an insurance policy to provide long-term value. It requires a thorough understanding of the assumptions that underlie life insurance illustrations and the corresponding risks entailed for the insured.
Due Care helps to support client objectives by:
- Helping to make well-informed carrier and product selections
- Establishing realistic expectations on the range of policy performance results
- Monitoring policies and offering timely alternatives as needed to help keep existing plans on track
M Financial Group has been a leader in the industry in developing the concept of due care and client advocacy in life insurance sales and service.
With the belief that everyone benefits as a result of a more knowledgeable and responsible use of life insurance, M Financial Group:
- Participates, through its employees and Member Firms, in industry presentations and activities that explain how to perform due care and properly sell and configure policies.
- Authored the first American Bar Association text on life insurance due diligence, providing a comprehensive reference work on carrier, product, and illustration due care considerations.
- Fosters strong relationships with the advisor community, providing life insurance advice for sophisticated clients.
Please go to mfin.com/disclosurestatement.htm for further details regarding this relationship. For more information on M Financial Group go to mfin.com.