Pfleger Financial is recognized as one of the leading experts in the administration and structuring of private placement insurance. High net-worth individuals utilize private placement insurance so as to protect 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.
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.