M3 Financial

For your toughest financial challenges, you can rely on M3’s extensive experience managing fiduciary risk. M3 Financial is part of our 360-degree approach to delivering solutions with a goal of helping keep your organization and your people protected.

Life Insurance Planning

If You Should Ever Need It, Make Sure the Funding Will Be There

When businesses change ownership, it's not always by choice. Did you know that death or disability can force companies to change leadership? Without a proper buy-sell agreement, or the funds to support it, an owner’s spouse or an outside buyer can end up taking over for the deceased. That’s why buy-sell funding is so critical: It protects both the business and the owner’s dependents down the road.

That’s just one example from the many major challenges you could face without the right protection in place. M3 works hard to thoroughly understand your business. We’ll then be able to make important recommendations to help you manage risk, aiming to achieve your long-term insurance goals. Tools that could be vital to your business include:

  • Life Insurance
  • Key Person Protection
  • Buy-Sell Funding
  • Estate Preservation

Investment advisory services offered through M3 Financial, a registered investment advisor and a separate entity from M3 Insurance.