"We guide our clients through their decision making process involved in considering Executive Benefits, Employee Benefits, Wealth Preservation and Insurance Planning."
The Value of Cash Value Life Insurance
The Many Uses of Permanent Life Insurance:
- Replace Income
- Provide for Education and Other Large Expenses
- Liquidate Debt
- Create Estate
- Preserve Estate
- Balance Estate within Blended Families
- Replace Estate
- Pay Taxes
- Fund Business Transfers
- Provide Liquidity
- Fund Trusts for Special Needs, Multiple Generations, Asset Management, etc.
- Establish Legacy
- Endow Charity
- Any Uses Requiring Cash
Dodd Consulting, LLC
One Landmark Square, 8th Floor, Stamford, CT 06901-2603 (map)
Phone: (203) 504-3633 · Fax: (203) 504-3639 · E-mail: info@doddconsulting.net
Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC. Dodd Consulting, LLC is owned and operated independently from M Holdings Securities, Inc. Dodd Consulting, LLC is a member of M Financial Group. Please go to mfin.com for further details regarding this relationship.