M&K Financial Services
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Estate Tax Planning:
- Trusts coordination
- Life insurance funding to create liquidity and pay taxes
- Charitable planning
- Gifting programs utilizing discounting methods
- Estate freeze techniques
Premium Finance Life:
- An efficient way to finance life insurance needs without liquidating assets
Lifetime Settlements:
- Never terminate or reduce your insurance coverage without talking to us first
- A financial tool for all types of life insurance that creates a cash settlement substantially greater than the traditional surrender values
- Settlements can be coordinated with other planning to maximize value to the client
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.
Retirement/Pension Planning | Estate Planning | Long Term Care Life Insurance | Security Income Planner | Generational Wealth Solution | Value Capitalization Strategy | Site Map
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