by vogey | Jun 17, 2024 | Journal
David Byers and Will Worrell of Capital Strategies, along with Marc Cadin (CEO of Finseca), recently met with Robert Aderholt (AL-R) on Capitol Hill. Topics of discussion included recently proposed DOL regulations and the need for stability in estate planning for...
by vogey | Aug 28, 2023 | Journal
Recently, Principal David Byers met with Minority Leader Mitch McConnell to advocate on behalf of M Financial, their businesses, and the clients they serve. Topics included the appropriate taxation of life insurance products, the future of wealth transfer policy, the...
by vogey | Aug 28, 2023 | Journal
Recently Karen and David Byers, Molly and John Carter, and Casey and Will Worrell were honored to attend the M Financial Sabbatical 2023 Cruise on the luxurious Seabourn Sojourn for a memorable voyage through the Mediterranean Sea. The cruise provided an invaluable...
by vogey | Aug 18, 2023 | Library
The attached piece from M Financial provides useful information as to how insurance can help both those who have fully utilized their lifetime exemptions and those who didn’t feel quite secure enough to “pull the trigger” get to a more beneficial spot. The discussion...
by vogey | Aug 8, 2023 | Library
Historically, insurance policies undergirding buy-sell agreements were owned by the shareholders themselves or by the company. Each form of ownership had its downside. Over the past several years, the buy-sell insurance LLC has become a frequent vehicle of choice by...
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