M Financial Group

Consultant

• Identify information needed to develop client ready presentations using financial analyses based on COLI and other investment-based products
• Work independently to prepare proposals for COLI and executive benefits marketing to for-profit and nonprofit corporations
• Provide expert insurance analyses to support to M Member Firms and Marketers, including analysis and technical solutions, in the design of executive benefit plans and COLI financing strategies
• Use a variety of software programs, including Microsoft Excel and life insurance carrier software, to create COLI illustrations and financial exhibits to project earnings, cash flows, yields, and internal rates of return of COLI
• Complete analysis of COLI illustrations, making recommendations regarding plan design, insurance carrier selection, product selection, and configuration to maximize COLI and benefit performance within applicable constraints
• Take a lead role in presenting insurance analyses and product selection to advisors and clients
• Coordinate work from other departments (Actuarial, Publications, Client Administration) to complete marketing proposals
• Mentor and coach M Team members; review work product of junior Insurance Analysts
• Review, assess, and summarize COLI-based solutions and make recommendations to stakeholders based on the financial analyses compiled
• Perform other projects and duties as assigned

Senior COLI Consultant