Advisory Partnerships

Prioritize transparent client relationships	Embrace Partnership + Collaboration	Eager to find innovative growth opportunities	Exemplify high ethical + moral standards

Your best clients expect expert financial guidance, exceptional service, accountability + access to exclusive investment opportunities. So should you.

High-net-worth individuals trust their advisors to protect their interests and deliver solutions for complex challenges. You’ve spent years nurturing these relationships and proving your expertise, but where do you go if a client’s needs are outside of your area of focus?

Experienced advisors understand the power of specialized partnerships. Our comprehensive understanding of premium financing can support your vision for wealth management, while maintaining the integrity of your position in the client relationship.

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David Xi

ON ADVISOR PARTNERSHIPS

“M+ has expanded our client offerings. Premium Financing is a tool we can present to clients to reduce risk and create tax advantages. Kuldeep has helped my practice grow to another level.”

David Xi, Bethel Wealth Guardians

John Keohane

ON ADVISOR PARTNERSHIPS

“Other Premium Finance teams make the process too complex. Kuldeep and his team are able to simplify the concept and help us and our clients see the value of the system he creates.”

John Keohane, Fortis Lux Financial

Joseph

ON ADVISOR PARTNERSHIPS

“M+ puts the client first. They have perfected a holistic system that accounts for today’s needs while addressing future scenarios.”

Joseph Gaglio, Shepherd Wealth Group

Michael + Victoria

ON ADVISOR PARTNERSHIPS

“Our high-net-worth clients expect a certain level of nuance and intelligence that isn’t satisfied by other premium finance groups. M+ consistently impresses us with their strategy + service.”

Michael Hanna + Victoria Henning-Smejda, Azura Wealth Advisers

DEFINED
PROCESS

PLANNING
EXPERTISE

IMPLEMENTATION
EXPEDIENCE

BANKING
RELATIONSHIPS

Premium financing life insurance
is what we do best.

Premium financing life insurance isn’t for most of your clients. It’s a highly-specialized solution that fits specific scenarios and must be implemented with an equally exact methodology.

We’re certainly not the first, or only, practice to offer this advanced service to advisors and their clients. Our commitment to getting it right, not just done, makes us different. We’ll never present an idea that we are not confident will work. Our conservative approach accounts for risks that other advisors typically overlook. And, we’ve perfected our process to reduce implementation anxiety, maximizing efficiency and streamlining complex underwriting.

Determining fit + alignment starts with a conversation. Let’s chat.

Considering that premium financing life insurance depends on entrance and exit strategies, including continuous annual reviews and adjustments, we must ensure that all parties in the relationship are equally committed. We prefer to start simply and expand our collaboration based on needs and opportunities.

Please reach out to our team to discuss your client’s circumstances.

Advisory Partnerships

Your best clients expect expert financial guidance, exceptional service, accountability + access to exclusive investment opportunities. So should you.

David Xi

ON ADVISOR PARTNERSHIPS

“M+ has expanded our client offerings. Premium Financing is a tool we can present to clients to reduce risk and create tax advantages. Kuldeep has helped my practice grow to another level.”

David Xi, Bethel Wealth Guardians

John Keohane

ON ADVISOR PARTNERSHIPS

“Other Premium Finance teams make the process too complex. Kuldeep and his team are able to simplify the concept and help us and our clients see the value of the system he creates.”

John Keohane, Fortis Lux Financial

Joseph

ON ADVISOR PARTNERSHIPS

“M+ puts the client first. They have perfected a holistic system that accounts for today’s needs while addressing future scenarios.”

Joseph Gaglio, Shepherd Wealth Group

Michael + Victoria

ON ADVISOR PARTNERSHIPS

“Our high-net-worth clients expect a certain level of nuance and intelligence that isn’t satisfied by other premium finance groups. M+ consistently impresses us with their strategy + service.”

Michael Hanna + Victoria Henning-Smejda, Azura Wealth Advisers

Premium financing life insurance is what we do best.

Determining fit + alignment starts with a conversation. Let’s chat.

Exclusive Life Insurance Planning for High-Net-Worth Clients & Their Advisors

Premium financing life insurance
is what we do best.

Exclusive Life Insurance Planning for
High-Net-Worth Clients & Their Advisors