WHY CHOOSE US
Links Consulting is a proven leader in the Financial Services Industry for affluent clients, executives and corporations since 2005. Links is a member of M Financial Group which was founded in 1978. M’s original goal was to revolutionize how the life insurance industry treated affluent clients. In nearly four decades M has proven that affluent clients were a better investment for life insurance companies and has built proprietary products to reflect their findings. The access to these products uniquely positions us to help our clients make better decisions when it comes to life insurance based solutions.
WHAT WE DO BEST
Private Life Insurance and Annuities
As an M member firm, Links is uniquely poised to offer Private Placement Variable Universal Life (PPVUL) and Private Placement Variable Annuities (PPVA). PPVUL and PPVA, when combined with M’s preferred pricing and non traditional investment options, provide a unique insurance solution for high net worth and corporate clients who expect institutional pricing and seek investment options on a tax favored basis.
Corporate Benefits
When working with Business owners, we provide ways to utilize their business structures to provide Corporate Benefits to help incentivize and retain their workforce talent. These Corporate Benefit include 401(k) plans, Deferred Compensation Plans, Executive Bonus Plans, Group Life and Disability . A strong, stable and empowered workforce enhances productivity and efficiency.
Comprehensive Planning for Individuals
Comprehensive Planning- We believe that when your finances are organized and easy to access, you can make better Financial Decisions. The Links Data Portal, our Financial Concierge Service and Educational Content are tools and services that will empower individuals control their Financial Future.
THE LINKS DATA PORTAL
The Links Data Portal (LDP) gives our clients a snapshot of all their finances aggregated into a simple, intuitive interface. Once the portal is populated with all financial data, this private and secure resource allows our clients to instantly create reports such as P&L’s, Balance Sheets and Cash Flow Statements. It also allows our Links team to collaborate with our clients as they seek to make better financial decisions. Click here to Learn more about the LDP and our companion Concierge Service.
