The Longmont Group, Inc. is a boutique insurance advisory firm specializing in life, annuity, disability and long-term care insurance products in these areas:
Private Clients
Services to Private Clients feature life, annuity, disability and long-term care insurance solutions for affluent individuals and their families.
Our Values Integrator Process™ is a step-by-step process to assist Private Clients in evaluating risks and opportunities, and to design strategies to help them achieve their goals.
Company Sponsored Benefits
Company Sponsored Benefits features disability and life insurance plans, and designs enrollment and administration services for corporate plans.
Within this area, we offer Selective Executive Benefits that help firms to structure, fund and administer their nonqualified supplemental benefit plans to provide incentives for key executives and directors.
For more information, please review our Web site or contact us at our Houston offices.
NOTE: The Longmont Group, Inc.* (Texas License 4613) and or its agents, Mike Padon* (Texas License 726588), Eugene Peeples* (Texas License 866098) and Lark Howard (Texas License 1071202) are presently licensed to sell traditional life insurance in the following states: California, Colorado, Florida, Georgia, Louisiana, Massachusetts, Michigan, Missouri, New Jersey, New York, Ohio, Oklahoma, Texas, Virginia and Washington, D.C. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.
Variable life and annuity products, as well as other securities products, may be sold in the following states: California, Nebraska, Oklahoma and Texas. Residents of other states should consult with a local registered representative for securities products.
The contents of this site are for informational purposes only and are not to be construed as an offer to sell or a solicitation to buy any securities. Such offers can only be made where lawful under applicable governance. The contents of this site have been compiled from sources which we believe to be reliable, but are not guaranteed. The Longmont Group, Inc. does not warranty, guarantee or make any representations, or assume any liability with regard to financial results based on the use of the information in the site.
Proper state registration is mandatory prior to conducting business in any state.
The principal place of business and the state of domicile for The Longmont Group, Inc. is:
550 Post Oak Boulevard,
Suite 300,
Houston, TX 77027.
Telephone 713-623-0470.
*Securities offered through M Holdings Securities, Inc. a Registered Broker/Dealer, Member /. The Longmont Group, Inc. is independently owned and operated.
++Investment advisory services offered through M Holdings Securities, Inc. a Registered Investment Advisor.
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