Entrepreneurs & Family Business

MBL Advisors offers a wide array of services specifically geared towards Entrepreneurs and Family Businesses. Our very unique resources are a perfect match for those interested in utilizing our products and services to compliment the goals and needs of their business. We provide services in the following areas:

  • Business Succession
  • Key Man Insurance
  • Buy Sell Funding
  • Wealth Transfer
  • Employee Stock Ownership Plan (ESOP)

At MBL Advisors we have helped many successful family business owners and entrepreneurs design and implement creative solutions that reflect personal and family goals and objectives. We work closely with our clients and their other professional advisors to provide solutions that help protect the future of their businesses.

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.