Cohn Financial Group

Established in 1987, Cohn Financial Group (CFG) specializes in complex life insurance planning and is a leader in Private Placement Life Insurance (PPLI). CFG works exclusively with high net worth families, individuals, RIAs and family offices throughout the United States. Sophisticated investment structures utilizing life insurance require unique expertise. These transactions can involve complex tax and legal strategies, funding decisions, and cost dynamics. Even the process of coordinating medical and financial underwriting with primary and reinsurance companies is a specialized task requiring years of experience. CFG excels in handling these kinds of intricate and multi-faceted details. Our key staff has over 100 years of combined experience placing ultra-complex insurance cases including PPLI and annuities. Through our membership in M Financial Group, we have access to proprietary products which have lower cost structures specifically priced for high net worth clients. M Financ...