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The following information is intended to keep you informed of recent events impacting the financial markets. We welcome the opportunity to discuss the information with you. Please do not hesitate to contact us with any question or comments you may have.
Communications
TIAA-CREF Life Insurance Company and M Financial Group Form Life Insurance Distribution Relationship
Marketing Intelligence Reports
- Marketing Intelligence Report June 2011 - M Financial Group Welcomes new M Funds Advisor: Northern Cross, LLC
- Competitive Intelligence Report May 2011 - Competitive Update for Survivorship NLG
- Competitive Intelligence Report March 2011 - Competitive Update for NLG
- Marketing Intelligence Report January 2011 - The 2010 Tax Relief Act
Due Care Bulletins
- Due Care Bulletin - August 2011 - S&P's Downgrade of US Credit Rating
- Due Care Bulletin - June 2011 – M Proprietary Product Update – Pacific Life's MVP IX
- Due Care Update - April 2011 – Financial Strength of the Life/Annuity and Health Insurance Industry
- Due Care Update - March 2011 - The Impact of Japan's Earthquake and Tsunami on Insurers
- Due Care Bulletin - December 2010 - A Review of Indexed Universal Life Considerations
Quarterly Economic Review
- 2011 Q4 Quarterly Economic News
- 2011 Q3 Quarterly Economic News
- 2011 Q2 Quarterly Economic News
- 2011 Q1 Quarterly Economic News
Archives
BCG Companies
The Turning Basin Building | 111 Virginia Street, Suite 401 | Richmond, VA 23219 (map)
804.648.0005 | 804.648.0035 (fax) | info@bcgco.com
Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC. BCG Companies is owned and operated independently from M Holdings Securities, Inc. BCG Companies is a member of M Financial Group. Please go to mfin.com for further details regarding this relationship.