Life Insurance

With over four billion dollars of insurance already in force, SML's industry influence, expertise and resources are well established.  Our proprietary product offerings, technical presentation proficiency and large case portfolio structuring are virtually unmatched nationwide. 

Solutions: Executing Strategies Effectively

Brown & Brown aligns best practices for designing sophisticated life insurance programs, administering client policies and monitoring ongoing product performance. We are a leading member of the M Financial Group, which is a unique nationwide network of select independent insurance & investment firms dedicated exclusively to serving wealthy individuals, successful corporations and their executives. The combined benefit of SML and M Financial provides innovative and proprietary solutions tailored to meet each client's financial needs.

Sitzmann Morris & Lavis Insurance Agency is a member of M Financial Group. Please go to www.mfin.com/DisclosureStatement/htm for further details regarding this relationship.

For additional information regarding Life Insurance, please contact us at info@smlinc.com.

Services: Why We Are Different

Access to Proprietary Products Designed & Priced for the Affluent Marketplace.
Underwriting Proficiency to Address a Variety of Potential Medical & Avocation Challenges.
Experienced Staff of Long Tenured Marketing & Service Professionals.
Annual Review Process that Creates Opportunities & Avoids Disappointing Surprises.
Department Expertise In:
-Wealth Transfer/Estate Planning Protection
-Income Replacement for Individuals & Families
-Split Dollar Funding for Gift Tax Efficiency
-Stock Redemption for Businesses
-Key Person Coverage for Executives

For additional information regarding Life Insurance, please contact us at info@smlinc.com.

Products: Expertise Delivered

Variable Life*
Term Life
Annuities
Variable Annuities*
Survivorship Whole Life
Survivorship Variable Universal Life*
Whole Life
Universal Life
Survivorship Universal Life
International Life Insurance

 

*Securities offered through M Holdings Securities, Inc. a Registered Broker/Dealer, Member FINRA/SIPC. Sitzmann Morris & Lavis Insurance Agency operates independently from M Holdings Securities, Inc. Sitzmann Morris & Lavis Insurance Agency is a subsidiary of Brown and Brown, Inc. 

For additional information regarding Life Insurance, please contact us at info@smlinc.com.

 

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