The placement of a life insurance policy marks the beginning, not the end of our client relationships. When we place a life insurance policy, we promise to oversee the plan and policy selected. We meet with our clients and their advisors to help ensure that a policy acquired today is still the best fit for years to come.
We keep the goals of our clients’ front and center. After an insurance policy is acquired, we document intent to clearly summarize how a policy is designed and how it fits into overall planning objectives. We monitor premium payments, industry changes and perform periodic insurance reviews for our clients.
As part of our comprehensive insurance reviews, we re-assess the competitiveness of each policy by surveying the marketplace. Through product advancements and/or health improvements, we can identify new alternatives that may reduce premiums or increase the desired death benefit. A traditional insurance agent with limited resources often can not offer the level of service that we provide; the level of service that affluent families and business owners deserve.
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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.
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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.
Insurance License: CA (#0H91232)
6578618.1