Estate and Business Liquidity Funding Strategies

As a member firm of the M Financial Group, we use many life insurance products offered by global financial service companies. Today’s sophisticated life insurance products are efficient financial tools that are utilized by some of the nation’s wealthiest families and successful companies to create necessary liquidity upon death. Life insurance liquidity is the only tax-advantaged product that funds the transfer of wealth. It may fund current or future estate taxes and expenses, business buy/sell agreements, or simply keep a business going while it is in transition. Our services include:

Review of existing life insurance portfolio.

  • Analyzing funding of business transfer and/or estate cost liabilities with life insurance.
  • Restructuring life insurance portfolio to make it more efficient
    and effective.
  • Coordinating liquidity needs with overall estate and business planning objectives.
  • Confirming sufficient business and estate liquidity and acquiring new life insurance if necessary.

 

Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Molewski Financial Partners. Molewski Financial Partners is independently owned and operated and is a member of M Financial Group. Please go to www.mfin.com and click on “Disclosure Statement” at the bottom of the home page for further details regarding this relationship. Disclaimer

The principal place of business and the state of domicile for Molewski Financial Partners is: 100 Gateway Drive, Suite 300, Bethlehem, PA 18017. Phone: 610-865-2600.

Copyright 2008 Molewski Financial Partners

Proper state registration is mandatory prior to conducting business in any state.

Variable life and annuity products, as well as other securities products, may be sold in AZ, CA, CT, DE, FL, IL, MA, MD, NH, NJ, NY, PA, AND VA. Residents of other states should consult with a local registered representative for securities products.

Molewski Financial Partners is presently licensed to sell traditional life insurance in PA, NJ, FL, NY and CA (Michael D. Molewski, California license number 0826974). Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance services.