Consulting Engagements, Key Client Characteristics
- Owners of a family or closely held enterprise - $5M+ earnings/EBITDA
- Affluent family groups - $25M+ net worth
- Respects and relies on advisors
- Recognizes value of a collaborative planning effort
Executive Benefit Projects, Creative Non-Qualified Plan Design
- New plans or review of existing executive benefit packages
- 3 life executive group or more
Life Insurance Projects, Engaged via Client's Existing Professional Advisors
- Review of existing portfolio of policies
- Placement of new policies
- Face amount of $1,000,000 or more
- Annual premium of $25,000 or more
- Current cash value of $100,000 or more
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. WealthPoint, LLC is independently owned and operated.