To create measurable value for our clients in satisfaction of their insurance planning and executive benefit needs through the application of innovative, consistent and dependable use of life insurance, disability insurance and other planning strategies.
Private Clients
The Longmont Group provides life, annuity, disability and long-term care insurance solutions to affluent individuals and their families. Our private client team assists individuals in all aspects of an insurance transaction from analyzing products to choosing an insurance carrier to implementation and servicing the policy over the course of the insured's life. In addition to advisory service involving traditional life insurance products, The Longmont Group is a nationally recognized specialist in the design, implementation and administration of all types of insurance and annuity programs. These programs are designed to enhance the after-tax returns of tax-inefficient investments.
Our Values Integrator Process™ is a step-by-step process to assist Private Clients to evaluate risks and opportunities and design strategies to achieve goals.
Our company sponsored benefits group provides the design of disability and life insurance plans, as well as enrollment and administration services to corporate clients. The Longmont Group administers long-term disability plans which use group and individual contracts, long-term care policies, and life insurance policies.
The Longmont Group has helped a variety of firms to structure, informally fund and administer their nonqualified supplemental benefit plans to provide customized incentives for key executives and directors by providing Selective Executive Benefits.
Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. The Longmont Group, Inc. is independently owned and operated.
