We specialize in the design, implementation, and ongoing service of life insurance policies to help enhance your prosperity and provide the clarity your family, business partners, and executive team needs. Our tailor-made insurance strategies are custom designed to meet your unique business, estate, or charitable planning goals.
OUR VALUE
- Proprietary Products Access
- Underwriting
- Carrier Relationships
- Customized Policy Design
- Service Commitment
- M Financial
- Alera Group
MAXIMIZE THE VALUE OF YOUR LIFE INSURANCE WITH TMH
Life insurance is a valuable resource for safeguarding your loved ones' financial future and reaching your long-term goals. However, understanding the intricacies of life insurance can be challenging. TMH is here to help guide you through the process.
SECURING THE BEST RATES FOR YOUR LIFE INSURANCE
We go beyond just finding you a policy. We fight for your best interests, negotiating with carriers to help secure the most favorable underwriting offers. Why does this matter? Because underwriting offers directly impact your premium costs. A better offer translates to significant savings throughout the life of the policy.
OUR EDGE IN NEGOTIATIONS
- Experience & Relationships: Thanks to our team's experience and resources, we utilize strong relationships with each carrier to help ensure the best possible outcome for you.
- Unmatched Experience: We possess a comprehensive understanding of underwriting guidelines, allowing us to navigate the complexities and negotiate on your behalf.
EXCLUSIVE PRODUCTS, EXCEPTIONAL VALUE
TMH is a proud member of M Financial. M Member Firms are recognized leaders in the wealth transfer and executive benefits markets. M Financial was founded on the principle that “off-the-shelf” life insurance products used for estate planning or charitable giving often do not meet the needs of the ultra-affluent. For more than 40 years, M Financial has worked closely with some of the nation’s most prestigious insurance carriers to create proprietary life insurance products designed specifically for wealth preservation and wealth transfer. These insurance policies are priced better than “non-M” policies and are available exclusively to the clients of M Member Firms.
CUSTOMIZED SOLUTIONS TAILORED TO YOU
At TMH, we're not just product sellers; we're life insurance architects. Our team boasts in-depth technical knowledge, allowing us to meticulously design each policy to help maximize benefits and help minimize costs. We understand the nuances of every policy available and can work to craft a solution that perfectly aligns with your unique goals.
Copyright © 2024 Tippett Moorhead & Haden, an Alera Group Agency. All Rights Reserved.
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Tippett Moorhead & Haden, an Alera Group Agency, LLC is independently owned and operated. Tippett Moorhead & Haden, an Alera Group Agency, LLC is a member of M Financial Group. Please go to mfin.com/DisclosureStatement for further details regarding this relationship.
Check the background of this firm and/or investment professional on FINRA's BrokerCheck.
For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.
Member FINRA/SIPC
Check the background of this firm and/or investment professional on FINRA's BrokerCheck.
Insurance License: CA (#0H91232)
6578618.1