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Does your estate plan include a formula funding clause

07/10/2019

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1340 Valley Vista Drive, Suite 200,
Diamond Bar, CA 91765

M-F: 8:30am – 5:30pm
Telephone: (909) 396-9050
Fax: (909) 396-9057

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Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. DSG Family Legacy Insurance Solutions, Inc. is independently owned and operated. DSG Family Legacy Insurance Solutions, Inc. is a member of M Financial Group. Please go to mfin.com/disclosure for further details regarding this relationship.

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to M Securities . Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.

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. CA Insurance License #0I96608 and 0B67384.

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. #3879767.1

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