Established in 1987, Cohn Financial Group (CFG) specializes in complex life insurance planning and is a leader in Private Placement Life Insurance (PPLI). CFG works exclusively with high net worth families, individuals, RIA’s and family offices throughout the United States.

Sophisticated investment structures utilizing life insurance require unique expertise. These transactions can involve complex tax and legal strategies, funding decisions, and cost dynamics. Even the process of coordinating medical and financial underwriting with primary and reinsurance companies is a specialized task requiring years of experience. CFG excels in handling these kinds of intricate and multi-faceted details. Our key staff has over 100 years of combined experience placing ultra-complex insurance cases including PPLI and annuities. Through our membership in M Financial Group, we have access to proprietary products which have lower cost structures specifically priced for high net worth clients. M Financial Group also has the buying influence to obtain best underwriting decisions from multiple carriers. CFG was acquired by Gallagher (formerly Arthur J. Gallagher & Co.) in February 2015. 

Securities offered through M Holdings Securities, Inc., a registered Broker/Dealer, member FINRA/SIPC. CFG is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

Cohn Financial Group

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