For over 40 years, The Coyle Company has focused exclusively on the use of life insurance for estate and generational planning for clients. We help ultra-affluent families design, implement, and service sophisticated life insurance portfolios in conjunction with advanced estate planning techniques to assist in achieving their estate distribution objectives.

Estate planning is highly personal. While we use the tax advantages of life insurance to help protect, transfer and leverage funds from our clients’ taxable estates to create tax-free assets, it is our ability to fully understand each client’s circumstances and personal wishes that is our most valuable asset. 

With a full-time professional team, we have the experience, technical expertise and resources to provide exceptional service to our clients. It’s this commitment to quality and integrity that have earned us a near 100% client retention rate.

• Securities Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC., The Coyle Company 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 us directly or consult another qualified professional.
• The testimonials/ recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.

Insurance

Investment Management

The Coyle Company

The Coyle Company's headquarters in Needham, United States

Ken Foraste

Nancy J. Murphy

Greg O'Connell

This department focuses on developing and managing case design strategies and partnerships.

Case Design

This department focuses on building and maintaining strong relationships with clients to ensure their needs are met and satisfaction is achieved.

Client Relations

This department oversees and optimizes the organization's operational processes and advanced planning initiatives.

The Coyle Company

Org chart

Teams

Case Design

Client Relations

Operations Management

Offices

The Coyle Company

Org chart

Teams

Case Design

Client Relations

Operations Management

Offices

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