Our Newsletter gives timely updates on insurance industry news, trends, and legislative activity, as well as planning ideas for succession, estate, and benefits planning. Don't miss the LIFE section!

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Perspective & Positioningsm

As with the start of any year, ambition and resolve run high - so what better time of year to resume our newsletter after some time off for redesign?

Winter 2011
Strap Up - The Race to the End of 2012 Has Begun!!

Perspective & Positioning Newsletter - Winter 2011

ALSO IN THIS ISSUE:

  • Firm News
  • CLASS Act Summary
  • Planning Ideas to Keep Mind
  • Real Life

Summer 2010
The Oil Spill, The Financial Meltdown and What It Has to Do with Life Insurance

Perspective & Positioning Newsletter - Summer 2010

ALSO IN THIS ISSUE:

  • A Buy-Sell Agreement: A Great Time to Review Yours or Create One
  • Defined Benefit Pension Plans - Mitigating the Risks with Innovative Solutions
  • Firm News
  • Underwriting Update
  • "A Day at the Beach" in the Real Life Section

Winter 2010
Looking Back - And Forward

Perspective & Positioning Newsletter - Winter 2010

ALSO IN THIS ISSUE:

  • Using Life Insurance to Leverage Charitable Giving
  • HOT NEWS - You Can Now Swap an Unwanted Life Insurance Policy or Annuity for a Long-Term Care Policy
  • Firm News
  • Demand for Life Insurance Audits Rises
  • Disability Update
  • Diability Insurance - Your Company's Opportunity to Provide this Key Coverage at No Cost
  • Underwriting Update
  • Long Term Care Insurance
  • Real Life

INFORMATION DISCLOSURE:

Perspective & Positioning is a publication of The Holleman Companies and is designed to bring important industry and planning news and ideas, as well as firm updates to our clients, the professional advisor community, and friends. This material was created to provide accurate and reliable information on the subjects covered. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. Neither The Holleman Companies nor M Financial offers legal or tax services.

About The Holleman Companies
The Holleman Companies is an insurance advisory firm focused on helping clients obtain life, disability, and long-term care insurance for business succession planning, wealth transfer/ estate planning, benefit liability funding, and personal financial security. Securities are offered through M Holdings Securities, Inc. a registered broker/ dealer, member NASD/ SIP. The Holleman Companies is independently owned and operated. Please go to www.mfin.com and click on "Disclosure Statement" at the bottom of the home page for further details regarding this relationship.