TMH
  • Premium Financing
     
  • Income Tax Planning / Asset Protection
     
  • Generational Split Dollar
     
  • Private Placement Life Insurance (PPLI)
     
  • Policy Loan Rescue
     
  • Policy Audits
     
  • Life Settlements

Services for HNW Individuals & Families

Together we can plan today to help achieve tomorrow’s goals. We work with our clients to maximize assets for the next generation, provide payment for taxes and gifts to charity through proven planning techniques utilizing life insurance.

Without careful preparation, taxes can deplete assets. This erosion of wealth can be compounded if there is a lack of liquidity. Life insurance can provide timely funding at a discount to preserve wealth. It can also provide asset protection along with valuable tax-deferred cash value growth, which can be leveraged for retirement dollars in the future. By utilizing different planning techniques and premium funding strategies, we can design an efficient life insurance plan to satisfy your personal planning objectives.

We tailor life insurance strategies to suit your specific needs. What we recommend depends on your planning situation and what you want to achieve.

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, member FINRA/SIPC. Tippett Moorhead & Haden is independently owned and operated. Tippett Moorhead & Haden is a member of M Financial Group. Please go to mfin.com/DisclosureStatement for further details regarding this relationship

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

Insurance License: CA (#0H91232)

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