• What We Do
      • What We Do For Businesses
      • What We Do For Families
    • How We Do It
    • Who We Are
      • Our Team
      • M Financial Group
    • Resources
      • AFR
      • Future of Insurance
      • Learn More
    • Contact

    Intelligence Reports

    To open the file, click on the link below. If you need Adobe Reader – you can download it free at: Adobe

    Legislative Update Build Back Better Potential Impact on COLI BOLI

    We work closely with you and your professional advisors to identify areas of concern and opportunity and provide solutions that help to bring certainty to the future of your business.

    Learn More

    Other Resources

    Finseca Bulletins

    Using Life Insurance to Fund Charitable Gifts

    Back To Top

  • Financial Concepts Inc.

    24 Frank Lloyd Wright Dr.
    Suite H3050
    Ann Arbor, MI 48105-9484

    Phone: (734) 214-9770
    Fax: (734) 214-9771

  • Home
    What We Do
    How We Do It
    M Financial
    Contact

  • M Financial Group Member Firm
  • Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC.
    Financial Concepts Inc. is independently owned and operated.
    Financial Concepts Inc. is a member of M Financial Group. Please go to www.mfin.com/DisclosureStatement for further details regarding this relationship.
    Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.
    For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities
    Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
    This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. #3884914.2

  • Built By VOGEY

    Financial Concepts Inc. ©

    • The Madison Group, Inc. and their agents are presently licensed to sell traditional life insurance in
    AK, AZ, CA, CO, CT, DE, FL, HI, IL, IN, IA, KS, ME, MA, MI, MN, MO, NE, NV, NH, NJ, NM, NY, NC, OH, OR, PA, SC, SD, TN, TX, VT, VA, WA 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.

    This site is not intended as an offer to sell securities, which may be done only after proper delivery of a propectus and a client suitability review.
    Proper state registration is mandatory prior to conducting business in any state.

    This material is for informational purposes only and should not be construed as tax or legal advice. Please consult with your attorney or tax advisor as applicable.

    Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

    The Madison Group, Inc. is independently owned and operated. 
    Check the background of this Firm and/or Investment Professional on FINRA's BrokerCheck. 
    The Madison Group, Inc. is a member of M Financial Group. Please go to https://mfin.com/disclosure for further details regarding this relationship.