Personal Property Insurance and
Risk Management

MBL Advisors takes the time to learn about the assets in your estate and your personal activities to create a cost effective program that avoids unintended gaps or overlapping coverage. As a part of a family office, we can provide a wide range of personal property and risk management services. We provide you with peace of mind that your property, your possessions and your family are protected.

A Proactive Approach to Service
We know that your life is busy and complex. Coordination of all the moving pieces related to the care and protection of your assets can be a daunting task. MBL Advisors knows what needs to be done to protect your interests, and we take a hands-on approach to providing services to safeguard your assets. Our objective is to simplify your life through proactive risk management. Here are just a few examples:

  • Complimentary video of your personal property to provide documentation in the event of claim.
  • Background checks for domestic staff and family office employees.
  • Aggregated reporting to make it easy to identify coverage for all your properties.
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.