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Articles & Publications

Advanced Markets Insights

  • Life Insurance Basics – Life Insurance Pricing and Policy Mechanics
    January, 2015
  • Optimal Timing Strategy for Claiming Social Security Benefits
    June, 2014
  • The Importance of Life Insurance Policy Reviews
    May, 2014
  • Key Person Insurance
    January, 2014
  • Developments in Fiduciary Duties in Administering Irrevocable Life InsuranceTrusts (ILITs)
    October, 2013
  • Life Insurance Planning – Common Issues to Watch Out For
    Spring, 2013
  • Economic Benefit Regime Private Split Dollar
    February, 2013
  • Private Premium Financing
    March, 2012
  • Planning for Retirement with Cash Value Life Insurance
    November, 2011
  • Grantor Retained Annuity Trusts
    September, 2011
  • Executive Benefit Planning and Business Protection Strategies
    August, 2011
  • Using Life Insurance to Protect a Business Installment Sale
    May, 2011
  • Installment Sales to Intentionally Defective Irrevocable Trust (IDIT)
    April, 2011
  • Paying for Long Term Care
    October, 2010

International Insight

  • Advantages of U.S. Life Insurance Market for International Clients
    January, 2016
  • A Primer on Life Insurance & Planning in a Global Market
    October, 2014
  • On the Move: U.S. Pre-Immigration Planning
    September, 2014

News & Announcements

  • PFG NY COVID-19 Update
    April, 2020
  • J.R. Burke Elected President of Philadelphia Estate Plan
    June, 2018
  • J.R. Burke Qualified for Prestigious ‘Top of the Table Award’
    April, 2014

Due Care Bulletins

  • Due Care Update
    June, 2016
  • Update of U.S. Life Industry Financial Strength Rating Changes in 2013
    May, 2014
  • A Summary of the American Taxpayer Relief Act of 2012
    January, 2013
  • Update on Analysis of Life & Health Insurer Impairments
    November, 2012
  • The Impact of Low Interest Rates on Life Insurance Products
    February, 2012
  • S&P Downgrade of US Credit Rating
    August, 2011
  • Review of Manulife USA Closed Block
    July, 2011

Marketing Intelligence Reports

  • Special Needs Planning
    April, 2016
  • Choosing Life Insurance Products in Today’s Volatile Economic Environment
    April, 2016
  • Collateral Assignment of Life Insurance
    February, 2016
  • Life Insurance in a Rising Tax Environment
    June, 2014
  • Special Trust Provisions Add Flexibility to Transfer Tax Reduction Strategies
    July, 2012
  • The 2010 Tax Relief Act
    January, 2011

Quarterly Economic News

  • Fourth Quarter, 2015
    January, 2016
  • Third Quarter, 2015
    October, 2015
  • Second Quarter, 2015
    July, 2015
  • Fourth Quarter, 2014
    January, 2015
  • Second Quarter, 2014
    July, 2014
  • First Quarter, 2014
    April, 2014
  • Fourth Quarter, 2013
    January, 2014
  • Third Quarter, 2013
    October, 2013
  • Second Quarter, 2013
    July, 2013
  • First Quarter, 2013
    April, 2013
  • Fourth Quarter, 2012
    January, 2013

Resources

  • Articles & Publications
  • Calculators
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  • Disclaimer

    Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer and Investment Advisor, member FINRA / SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.
    Perspective Financial Group, an Alera Group Company, is independently owned and operated. Perspective Financial Group, an Alera Group Company, is a member firm of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.
    Perspective Financial Group, an Alera Group Company, and their agents are presently licensed to sell traditional life insurance in AL, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MI, NJ, NY, OH, OR, PA, SC, SD, TN, TX, VA, VT, WA and WY.
    Variable life and annuity products, as well as other securities products, may be sold in CA, CO, DC, DE, FL, GA, IL, MA, MD, NC, NH, NJ, NY, OR, PA, SC, SD, VA and VT. Residents of other states should consult with a local registered representative for securities products.
    This website is intended for informational purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.
    The testimonials used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
    For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.
  • Perspective Financial Group

    22 Cassatt Avenue
    Suite 100
    Berwyn, PA. 19312

    Phone: 610.854.0035
    Fax: 610.854.0042

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