- 21 Commerce Drive Suite 301
- Cranford, NJ 07016
- 908.272.8819
- Fax: 908.272.0704
Articles and Publicatons
Featured Articles:
- An Assessment of Life Insurance Policyholder Protections—August 2011
- Indexed Universal Life Insurance Upside Potential with Downside Protection—August 2011
- Life Insurance: An Asset Class Needing a Second Look—December 2010
Advanced Markets Insights:
- Using Life Insurance to Protect a Business Installment Sale—May 2011
- Section 162 Executive Bonus Plans—May 2011
- Key Person Insurance—May 2011
- Installment Sale to an Intentionally Defective Irrevocable Trust—April 2011
- Buy-Sell Plans—December 2010
- Third Party Premium Financing—November 2010
- Trust-Owned Linked-Benefit Long Term Care Insurance—October 2010
- Paying for Long Term Care—October 2010
- Planning for Retirement with Cash Value Life Insurance—October 2010
Due Care Bulletins:
- S&P Downgrade of U.S. Credit Rating: Initial Perspectives—August 2011
- Assessing Life Insurance Company Financial Strength—April 2011
- Private Placement Insurance Products—October 2010
- An Assessment of Whole Life Versus Universal Life—January 2010
- An Overview of Whole Life Versus Universal Life—January 2010
- Assessing the Impact of the Decline in the Commercial Real Estate Market—November 2009
- Choosing Life Insurance Products in Today's Volatile Economic Environment—April 2009
Marketing Intelligence Reports:
Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer and Investment Advisor, member FINRA / SIPC. Atlas Advisory Group, LLC is independently owned and operated. Atlas Advisory Group, LLC is a member firm of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.
Atlas Advisory Group, LLC and their agents are presently licensed to sell traditional life insurance in AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, IA, KY, MA, MI, MN, MO, NJ, NV, NY, NC, TX, UT, VA, WA and WV.
Variable life and annuity products, as well as other securities products, may be sold in CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, MD, MA, MI, MO, MT, NJ, NV, NY, NC, OH, PA, SC, TN, TX, UT, and VA.
Residents of other states should consult with a local registered representative for securities products.