Morgan Advisory Group

Morgan Advisory Group is an independent, boutique insurance advisory firm specializing in the design, implementation, and management of life insurance portfolios for affluent families, family offices, privately held businesses, and their advisors. Our focus is singular, with core competency in the management of life insurance.

Our Focus

We are dedicated to providing objective and effective advice in the implementation and management of life insurance to meet the unique needs of our affluent and family office clients. We work closely with the owners, executives, shareholders, and their advisors to address the unique business succession and liquidity issues faced by closely held and family businesses. Additionally, we help management and executives of companies mitigate restricted stock liquidity issues and provide them with income replacement and liquidity.

Overview

Our mission is to deliver the highest level of professional, comprehensive, and objective insurance and planning strategies to a select group of clients and their advisors. We strive to continually enhance our clients' experience with unique products, process efficiency, and leading-edge technology. Our commitment to excellence is unwavering, and we are dedicated to providing superior service and planning solutions for the unique and sophisticated needs of our clients.

Life Insurance

Our process involves assisting our clients and coordinating our efforts with their advisory team. We develop an understanding of past experiences, current needs, and goals for the future. We analyze and recommend funding alternatives that include corporate, partnership, individual, and trust-owned life insurance and disability insurance. Independent, unbiased, and objective advice is the cornerstone of our firm.

Proprietary Products

We have developed proprietary products that cater to the unique needs of our clients. These products are designed to address specific planning objectives, such as business succession, wealth transfer, and income replacement. Our proprietary products are a testament to our commitment to innovation and our dedication to delivering tailored solutions.

Our Process

Our process is centered around understanding our clients' needs and goals. We work closely with them to develop a comprehensive plan that addresses their objectives. We then analyze and recommend funding alternatives that best suit their situation. Our commitment to excellence is evident in every step of our process, from initial consultation to ongoing support.