M&K Financial Services
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Legacy Planning:
- Coordination of business succession plan with current and future tax implications
- Proper utilization of buy sell and or key-man insurance in coordination with deferred compensation plan
- Key-man and golden handcuff strategies
- Creation of plans that consider the objectives of both the current and future generations
Group Benefits
Thirty years of experience in the group arena has provided us with the opportunity to establish lasting and profitable relationships with carriers, customer service representatives and underwriters. As a preferred broker utilizing our relationship with an accounting firm, we can offer Fortune 500 types of benefits and services to our clients while providing significant savings.
We accomplish our clients' goals by designing and implementing group benefits, utilizing the advantages of executive carve outs, voluntary products and employer paid products:
- Life & AD&D
- Disability
- Long Term Care
- Vision
- Short Term Disability
- DBL
- Universal Life Insurance
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- Cancer
- Supplemental Hospital Indemnity
- Travel Accident
- Medicaid
- Dental
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In addition to our world-class medical products, our services include:
- Providing competitive rates for fully insured plans
- Discussing alternative versus traditional funding
- Establishing self-funded plans intended to maximize cash flow to the corporation
- Determining Management's short and long term goals for Benefit Plans
- Reviewing current Plan Design - Benefits, Pricing, Provided Access, Etc
- Discussing ancillary benefits, voluntary plans to enhance "value" of plan to participants
- Identifying time parameter - start to finish
- Educating Employer on benefit plan trends
- Providing superior claim resolution
Securities offered through AMERICAN GENERAL SECURITIES INCORPORATED. Member of NASD and SPIC, 2727 Allen Parkway, Suite 290, Houston, TX 77019 - phone # 800-247-4669. Member of the American International Group, Inc. M&K Financial Services LLC is a separate entity from any member of the
American International Group, Inc. Money management services are offered through M&K Investment Advisers LLC, an Independent Registered Investment advisor.
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