Our success depends on the value we provide to our clients through Integrity, Excellence, Objectivity, Dependability, Teamwork and Community. We strive to exceed expectations in all aspects of our business by developing cutting-edge planning ideas, obtaining the most competitive products, and providing pro-active service and monitoring of our clients' portfolios.
We provide support, both financially and through dedicated involvement, to a wide of variety of community programs. We specialize in consultative analysis and the strategic application of insurance products to help solve the unique needs of ultra-high net worth private clients, business owners, national and international law firms, large and mid-size businesses, professional sports franchises, and Fortune 500 companies.
We provide support, both financially and through dedicated involvement, to a wide of variety of community programs. We specialize in consultative analysis and the strategic application of insurance products to help solve the unique needs of ultra-high net worth private clients, business owners, national and international law firms, large and mid-size businesses, professional sports franchises, and Fortune 500 companies.
Services
Insurance plays an important role in most families' financial plans. It also plays an important and more specialized role in estate conservation, business continuity arrangements, executive recruitment and retention and employee benefit plans. After the insurance is acquired, our clients know they can rely on us to proactively monitor and service their insurance contracts as well as their plans that are funded with insurance.
Life insurance acquisitions are long-term commitments. Our clients commit to paying the premiums for their policies; insurance carriers commit to delivering the promised benefits; and, Gateway Financial commits to providing on-going policy service. We take our commitment seriously. In fact, our service is our hallmark.
Gateway Financial Group is deeply committed to our community and to contributing to its wellbeing. We are not just committed financially; we also donate our time, expertise and resources as well. Please note that the Gateway Financial is not responsible for the information, content or product(s) found on third party web sites.
M Financial is the leading life insurance distribution, service, and product organization serving HNW individuals, executives and employers. Clients rely on our Member Firms for independent advice, exclusive insurance products, wealth solutions, executive benefits, and retirement services-and the exceptional service that has distinguished M for over 40 years.
Gateway Financial' s private clients are financially sophisticated high net-worth individuals, business owners, senior executives and dynastic families. The primary reason that they buy life insurance is to pay certain costs that are coincident with death. Federal Estate Taxes (as high as 40% of an individual's net estate) may be applicable for an individual with a net worth in excess of $11.7 million or $23.4 million for married couples.
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