Services

LIFE INSURANCE
Term Insurance
Permanent Insurance
(Whole Life / Universal Life)
Life Settlements
Private Placement
Premium Finance
Annuities
Policy Audit and Analysis
Fiduciary Compliance
BUSINESS PLANNING
Buy-Sell Insurance
Key Person Life Insurance
Key Person Disability Insurance

ESTATE PLANNING STRATEGIES
Estate Analysis
Split Dollar
Pension Rescue
Asset Accumulation
Asset Leveraging
Annuity Maximization
Tax Saving Strategies
DISABILITY INSURANCE
Long-Term Disability
Short-Term Disability
Specialty Coverage for Athletes
Specialty Coverage for Entertainers
Exotic Hobbies

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Adviser, Member FINRA/ SIPC. Parq Advisors, A Division of HUB international, is not under common ownership with M Holdings Securities, Inc. Fixed insurance products and policies are offered through Hub International Insurance Services Inc. California Insurance License #0757776.

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 https://mfin.com/m-securities. Parq Advisors is a Member of M Financial Group. Please click here for further details regarding this relationship. 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.

The 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. #4293920.2