M&K Financial Services
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Problem:
The client had a pension plan which was not designed to provide the employees the needed benefits. There were many servicing issues with the old provider and the investment choices were lack in choice and quality. This could have been a potential violation of fiduciary responsibilities.
M&K Financial Services was called in and we re-designed the plan to the max benefit allocated to the key people. We made investment recommendations, which diversify their portfolio and allowed the employees to make their investment recommendations thus taking the fiduciary responsibilities away from the client.
Solution:
After completing the pension, we discovered that the client had estate planning concerns on the distribution of their estate liquidity. Primarily the estate was made up of illiquid assets (real estate), which had to be sold to pay for the estate taxes.
By utilizing Premium Finance Life the client was able to purchase the insurance needed to distribute estate for minimal cost.
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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