James M. Pfleger, CLU
Jim has been helping individuals and businesses plan and protect for their futures for over 20 years. Jim is Managing Principal of Pfleger Financial. Jim manages all operations of PFG and heads the Executive Benefits practice. PFG’s Executive Benefits practice designs and administers plans for both public and private sectors, specializing in unique life and disability insurance plans for executives and professionals in the US and abroad. Jim has worked with many large employers, particularly law firms, to create life and disability insurance plans that maximize benefits for their key employees and partners.
Jim received his degree in Business Administration from Furman University in 1991. He is a Chartered Life Underwriter and a Registered Representative through M Holdings Securities, Inc. Jim is also serves on the Disability Advisory Committee for M Financial Group.
Jim is a member of STEP, the Society of Trust and Estate Practitioners, and the Estate Planning Council. He is also a member and president elect of the Executive Association of Greater Miami. Jim is a member of the Orange Bowl Committee. Socially, Jim is a member of Riviera Country Club and Biscayne Bay Yacht Club.
Variable life and annuity products, as well as other securities products, may be sold in the following states: Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Maryland, Massachusetts, New Jersey, Nevada, New York, Ohio, Pennsylvania, Texas, Utah and Virginia. Residents of other states should consult with a local registered representative for securities products.
Proper state registration is mandatory prior to conducting business in any state. Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC. Pfleger Financial, Inc. is owned and operated independently from M Holdings Securities, Inc. Pfleger Financial, Inc. is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.
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