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News and Resources


Due Care Bulletins

  • November 2011 - M Financial Commentary on Divergent Earnings Reported Between Canada and United States
  • November 2011 - NAIC Review of No-Lapse Guarantee Universal Life Reserves
  • December 2010 - A Review of Indexed Universal Life Considerations
  • September 2010 - Update on Analysis of Life & Health Insurer Impairments
  • August 2009 - An Assessment of Face Amount Reductions in Today's Marketplace
  • June 2009 - Who's Watching Your Back?
    An Assessment of Life Insurance Policyholder Protections in the Wake of the Financial Downturn
  • April 2009 - Choosing Life Insurance Products
    in Today's Volatile Economic Environment

Qualified Plan Newsletters

  • Fourth Quarter 2010 - Capital Markets Review, Employee Issues, Safe Harbor Plan

Other News

  • Who's Watching Your Back? An Assessment of Life Insurance Policyholder Protections Following the Passage of the Budget Control Act of 2011
  • August 2010 - Bojangles' & Levine Foundation Combine to Donate More Than $225,000 to Pediatric Muscular Dystrophy
  • May 2010 - Jeans, Genes, and Geniuses Raises Over $75,000 for International Workshop on Muscular Dystrophies
100 N. Tryon Street (Map)
Suite 5410
Charlotte, NC 28202
Phone: 704.333.8461
Fax: 704.342.0782
MBL Advisors and their agents are presently licensed to sell traditional life insurance in AL, AK, AZ, CA, CO, CT, FL, DE, DC, GA, HI, IL, IN, KY, MD, MA, MI, MN, MO, NC, NV, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WV, and WI. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.

Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC.
MBL Advisors is owned and operated independently from M Holdings Securities, Inc. MBL Advisors is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.