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Showing 1 - 3 of 3 results
CFG, LLC
CFG, LLC
Indianapolis, Indiana
500+ employees
Established in 1987, Cohn Financial Group (CFG) specializes in complex life insurance planning and is a leader in Private Placement Life Insurance (PPLI). CFG works exclusively with high net worth families, individuals, RIA’s and family offices throughout the United States. Sophisticated investment structures utilizing life insurance require unique expertise. These transactions can involve complex tax and legal strategies, funding decisions, and cost dynamics. Even the process of coordinating medical and financial underwriting with primary and reinsurance companies is a specialized task requiring years of experience. CFG excels in handling these kinds of intricate and multi-faceted details. Our key staff has over 100 years of combined experience placing ultra-complex insurance cases including PPLI and annuities. Through our membership in M Financial Group, we have access to proprietary products which have lower cost structures specifically priced for high net worth clients. M Financial Group also has the buying influence to obtain best underwriting decisions from multiple carriers. CFG was acquired by Gallagher (formerly Arthur J. Gallagher & Co.) in February 2015. Securities offered through M Holdings Securities, Inc., a registered Broker/Dealer, member FINRA/SIPC. CFG 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 me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Retirement Benefits Rank
Market Leading
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MAGEC GROUP LLC
MAGEC GROUP LLC
Indianapolis, Indiana
500+ employees
The CommuniCare Family of Companies currently owns/manage numerous World-Class nursing and rehabilitation centers, Specialty Care Centers and assisted living communities throughout Ohio, Indiana, Missouri, Pennsylvania, Virginia, West Virginia and Maryland. Since 1984, CommuniCare Health Services has provided superior, comprehensive management services for the development and management of adult living communities. We have a single job description at CommuniCare, "to reach out with our hearts and touch the heart's of others."​ Through this effort we create "Caring Communities"​ where staff, residents, clients and family members care for and about one another. When combined with our highly professional and competent staff and efficient and effective systems, this results in a warm, loving environment where our residents become part of the family and enjoy a higher quality of life.
Retirement Benefits Rank
Market Laggard
LEGACY WEALTH PARTNERS, LLC
LEGACY WEALTH PARTNERS, LLC
Carmel, Indiana
500+ employees
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Retirement Benefits Rank
Below Market