Let’s focus on your legacy with outstanding Life Insurance services.
Our experienced life insurance team provides sophisticated programs to affluent individuals, families, business owners and executives who won’t settle for off-the-shelf solutions. Your situation is unique and we want you feel confident about what you are leaving to your loved ones.
Life Insurance Advisors
Rob Hunt
LIC, CLU
PRINCIPAL & CHIEF EXECUTIVE OFFICER
As Principal and CEO, Rob spearheads the vision, drive for growth, and pursuit of excellence at Rose Street Advisors.
Rob loves being outdoors with his wife Erin and kids. He has slalom skied for the past 35 years, never missing a season. He also enjoys spending time at the lake and on the golf course.
Craig Platt
CLU, CHFC, CFP, LIC
PRINCIPAL & LIFE INSURANCE ADVISOR
Since 1993, Craig has worked extensively in the life insurance, employee benefits and investment areas at Rose Street where he assists clients in designing, implementing and monitoring their programs. In free time, craig enjoys watching college football, traveling and golfing.
Mark Denenfeld
LIC
LIFE INSURANCE PROFESSIONAL
Mark joined Rose Street in 2017 and helps clients with their estate, business succession, and family/business planning through the use of life insurance products.
He loves golf, skiing, hiking, and reading. Fun fact: Mark has both played and coached tennis at the collegiate level.
The
Power of
M Financial
We are proud to be one of over 130 independent firms to qualify as a member of the M Financial Group. As a member firm of M Financial, we are able to give our clients access to a suite of life insurance products developed specifically for high-net-worth individuals, and only available through M Financial Group’s member firms. Our relationship with M Financial and M Partner Carriers allows us to better serve our clients from policy design and underwriting through delivery and ongoing maintenance.
An Equity Stake
M Financial Re, a reinsurance subsidiary of M Financial Group is owned by M member firms and reinsures a large percentage of member firm business. By investing more than $50,000,000 each year, M member firms have an equity stake in their businesses and a vested interest in their clients.
Benefits to our Clients
Because of equity stake in the business we place, we have access to data and experience (mortality, persistency, volume and underwriting) that allows partner insurance carriers to develop products exclusively for our clients. These proprietary products often perform better and cost less than shelf products offered in the general marketplace and allows for cost improvements on existing policies.
We are able to provide industry leading new products while honoring existing relationships at the same time.
Businesses
Buy-Sell Funding
Succession Planning
Key Person Planning
Deferred Compensation Plans
Disability Income Replacement Programs
Affluent Families
Estate Tax Planning
Estate Equalization
Wealth Transfer
Charitable Giving
Executives & Professionals
Supplemental Retirement Plans
Personal Life Insurance Planning
Disability / Income-replacement Coverage
Long-term Care Planning
Audits & Policy Review
Client circumstances and objectives are ever-changing as is the life insurance marketplace, which is why Rose Street Advisors has long been leaders in providing life insurance audits and reviews as part of our services. In addition, we provide reviews as a resource to other professional advisors such as CPAs, estate planning attorneys, family offices, independent trustees and Wealth Management Advisors.
Are you ready
to get started?
None of the testimonials and video presentations, relate to the provision of investment advisory services.
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Rose Street Advisors is independently owned and operated. Rose Street Advisors is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm 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.
#5757992.1