Our Process

Executive Life

Income Coverage

Initial Approach

Interview Process

We begin reviewing a firm’s existing group LTD and Life coverages to identify curable contract deficiencies.

Preliminary findings will include benefit benchmarking and current trends that can be used to attract, retain, and reward key talent.

Plan and Cost Analysis

We provide peer benefit benchmarking and present options to improve offerings when appropriate.
We will conduct a full carrier marketing that is designed to provide a view of available alternatives and corresponding premiums.

Additional Client Specific Concierge Service

Upon request we offer personalized counseling designed to help participants determine the right amount of coverage and ownership to enhance their benefit offerings.
If appropriate, we will present alternative cost-effective options designed to help achieve our client’s objectives.

For More Information Please Contact Us

Peck Financial

7100 Camino Real
Suite 403
Boca Raton, FL 33433

Careers

Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer Member FINRA/SIPC. Peck Financial is independently owned and operated.

Peck Financial is a member of M Financial Group. Please go to www.mfin.com/DisclosureStatement for further details regarding this relationship.

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 mfin.com/m-securities

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.

This 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.

File #6652733.1