Greenberg, Wexler & Eig, LLC

About

Greenberg, Wexler and Eig, LLC provides insurance consulting services and product placement for individuals and businesses. GWE's services and planning strengths include:

-Life Insurance, including level premium term insurance and permanent life insurance
-Business Succession Plans for Closely Held and Family Businesses
-Executive Benefits
-Inter-Generational Wealth Transfer Funding Strategies
-Qualified and Non-Qualified Retirement Plans

Whether securing a simple term life insurance policy to help mitigate a short-term risk or funding a complex trust for an ultra-affluent estate plan, the dedicated staff, committed associates and firm culture at Greenberg, Wexler & Eig, as well as the relationship with the M Financial Group, strives to provide each client with the best possible outcome for their particular insurance requirement. GWE is appreciated by our clients for our concern and trusted by their advisors for our knowledge.

"Thought of for how much we know, known for how much we care."

• Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered Broker/Dealer and Investment Advisor, member FINRA/SIPC. Greenber, Wexler & Eig LLC is independently owned and operated.
• Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.
• This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.
• The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

CA Insurance License #0G39756

Keywords

personal financial security, business succession & retirement plans, employee benefits, executive benefits, wealth transfer funding strategies & senior life settlements, senior life settlements, qualified retirement plans, nonqualified retirement plans

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