Private Client
Private Client
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Private Placement
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Life Insurance for Foreign Nationals
Private Client
Private Placement
Pfleger Financial is recognized in the administration and structuring of private placement insurance. High net-worth individuals utilize private placement insurance so as to safeguard different asset class investments from period taxation. Such accounts seek to improve creditor protection, reduce reporting requirements for international financial institutions, increase post-tax returns, reduce K-1s, enhance charitable donations, and protect international non-grantor trust assets from DNI. Under the most common circumstances, the cost of private placement insurance is significantly lower than income taxes otherwise paid on investment gains. Private placement insurance requires continuous administration and customization. Pfleger Financial Group utilizes an administrative infrastructure necessary for the oversight of policies to best fit our clients’ private placement insurance needs.*
*Private Placement Life Insurance is an unregistered securities product and is not subject to the same regulatory requirements as registered variable products. As such, Private Placement Life Insurance (or Annuities) should only be presented to accredited investors or qualified purchasers as described by the Securities Act of 1933.
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Pfleger Financial Group, Inc.
2600 S. Douglas Rd, Ste. 1010
Coral Gables, FL 33134
phone: (305) 441-1410
fax: (305) 441-1710
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Pfleger Financial Group, Inc. is independently owned and operated. Pfleger Financial Group, Inc. 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. #6504112.1
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