Mai Vance
mvance@PFG1976.com | 610.854.3311
Mai Vance is the Manager of New Business. She has more than 20 years of experience in the insurance and financial services business. She is also involved in client reviews and is responsible for the service of multiple-life disability and life insurance programs and the ongoing management of irrevocable life insurance trusts.
Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer and Investment Advisor, member FINRA / SIPC.
Perspective Financial Group, LLC is independently owned and operated. Perspective Financial Group, LLC is a member firm of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.
Perspective Financial Group, LLC and their agents are presently licensed to sell traditional life insurance in AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, IA, KY, MA, MI, MN, MO, NJ, NV, NY, NC, TX, UT, VA, WA and WV.
Variable life and annuity products, as well as other securities products, may be sold in CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, MD, MA, MI, MO, MT, NJ, NV, NY, NC, OH, PA, SC, TN, TX, UT, and VA.
Residents of other states should consult with a local registered representative for securities products.
This website is intended for informational purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.
