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January 2011 M Intelligence Report
The 2010 Tax Relief Act.
December 2007 M Intelligence Report
An update on recent developments involving Stranger Owned Life Insurance (STOLI).
November 2007 M Intelligence Report
Enhanced private financing using intra-family loans with deferred payment and update on legislative developments affecting estate tax.
Financial Concepts, Inc. and its representative, Patrick J. McNamara* is presently licensed to sell traditional life insurance in Michigan, Arizona, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Minnesota, Montana, Nevada, New Hampshire, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington and California (Patrick J. McNamara, California license number OB8885). Insurance services are limited to residents of the above listed state. Residents of other states should consult with a local agent for insurance services.
Variable life and annuity products, as well as other securities products, may be sold in Michigan, Arizona, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Minnesota, Montana, Nevada, New Hampshire, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington and California (Patrick J. McNamara, California license number OB8885). Residents of other states should consult with a local registered representative for securities products.
Proper state registration is mandatory prior to conducting business in any state.
Securities offered through M Holdings Securities, Inc, a Registered Broker/Dealer, Member FINRA / SIPC. Financial Concepts, Inc. is independently owned and operated. Financial Concepts, Inc. is a member of M Financial Group. Please go to mfin.com and click on "Disclosure Statement" at the bottom of the home page for further details regarding this relationship.
