Executive Carve Out Life Insurance Plans

When employers want to provide large life insurance benefits to their key executives and professionals they many times have to look beyond group term insurance. PFG is an expert in designing and administering Executive Carve Out Life insurance plans. We provide individually owned policies on a guaranteed issue basis. The cost of the coverage is usually less than the imputed income amount that would be created from an equal amount of group term insurance. The executive participant experience less taxable income at no additional cost to the corporation.

Private Client

Global Citizens

Executive Benefits

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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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