Pfleger Financial's location in Miami, Florida grants us access to the large group of international families, businesses and advisors located throughout South Florida and the Americas. As international families grow their businesses, the need for business succession planning increases as well. With access to both on-shore and off-shore insurance products, Pfleger Financial is well equipped to assist our clients with the appropriate planning for business succession in the United States and abroad. Our international clients have used life insurance to:
Equalize inheritances for family members.
Use the US dollar death benefit to hedge against the currency risk to liquidate assets at their death.
Plan for a future potential immigration to the US.
Diversify their assets.
Provide a clean separation for business agreements.
Many of our clients have utilized Premium Financing to fund their Life Insurance transactions.
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.