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10/29/2015: What, Me Worry? Using Life Insurance to Simplify Legacy Planning and Minimize Conflicts for Blended Families
Securities Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer, Member FINRA and SIPC. Gateway Financial and GPWM LLC (d/b/a Gateway Private Wealth Management) are not owned or operated by M Holdings Securities, Inc. or M Financial Group. Gateway Financial and GPWM LLC (d/b/a Gateway Private Wealth Management) are independently owned and operated.
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The principal place of business and the state of domicile for Gateway Financial is:
444 Liberty Ave. Suite 750, Pittsburgh, PA 15222-1207
Phone (412) 497-1750 | Fax (412) 338-0241
Gateway Financial and/or its agents, Beth Lang*(California Insurance License Number 0K86166), David J. Malone* (California Insurance License Number 0C26326), Samuel S. Zacharias* (California Insurance License Number 0E48663), and Richard I. Lerach* (California Insurance License Number OH36532) are presently licensed to sell traditional life insurance in the following states: Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, New Hampshire, New Jersey, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, West Virginia, and Wisconsin. NOTE: Gateway Financial Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.
Variable life and annuity products, as well as other securities products, may be sold in the following states: California, Colorado, Delaware, Florida, Georgia, Maine, Maryland, Michigan, New Jersey, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, South Carolina, Vermont, Virginia, and West Virginia. NOTE: Securities products are offered to residents of the above listed states. Residents of other states should consult with a local registered representative for securities products.
* Registered Representative offering Securities Through M Holdings Securities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC. Gateway Financial is independently owned and operated. Please click here for further details regarding this relationship.
Proper state registration is mandatory prior to conducting business in that state. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review.
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