This is a real life key man insurance case that we worked at MEG Financial.  The names of the insured and Church have been changed to protect their identities. We routinely receive key man insurance inquiries and requests on our website from Pastors, Ministers and Church Leaders throughout the country. In most cases, the Church [...]

This is an actual example of a business succession planning case that we completed at MEG Financial. The names have been changed to protect the privacy of the actual company and its owners. The business owners of ABC, Inc., an international trading company in Miami, FL contacted our office with questions regarding how to fund [...]