Private Client
Private Client
Estate Planning and Asset Transfer
Business Succession and Continuation
Insurance Products
Private Placement
Premium Financing
Life Insurance for Foreign Nationals
Private Client
Wealthy Global Citizens
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.
Learn About Our Related Services
Executive Benefits
Global Citizens
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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.
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