Question 1

What is the company's philosophy?

Accepted Answer

The company views insurance acquisition as the beginning of a working relationship, not as a single commodity purchase. They are focused on becoming long-term insurance advisors to their clients and seek to earn their client's trust by providing cost-effective solutions that are uniquely tailored to meet their client's needs.

Question 2

What is the company's commitment to excellence?

Accepted Answer

The company believes that excellence is a never-ending climb to reach the top. For those who are passionate about planning, they build on today's accomplishments while raising the bar for tomorrow.

Question 3

What services does the company offer?

Accepted Answer

The company offers a wide range of services, including life settlements, leveraged retirement plan, wealth management services, life insurance, business continuation, estate planning and wealth transfer, investment management, financial planning, retirement planning, asset management, employee benefits, disability and long-term care, retirement planning, executive benefits, and various calculators.

Question 4

How is the company affiliated with M Financial Group?

Accepted Answer

As a member firm of M Financial Group, the company's clients have exclusive access to proprietary insurance products that are unavailable through traditional channels.

Advanced Life Insurance Strategies

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About Advanced Life Insurance Strategies

Frequently Asked Questions about Advanced Life Insurance Strategies

What is the company's philosophy?

What is the company's commitment to excellence?

What services does the company offer?

How is the company affiliated with M Financial Group?

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