Summit Alliance Benefits, LLC, and M Benefit Solutions Announce Strategic Partnership

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M Benefit Solutions and Summit Alliance Executive Benefits announce the formation of a partnership to provide customized solutions in the nonqualified, executive benefits, and COLI marketplace.

M Benefit Solutions and Summit Alliance Executive Benefits announce the formation of a strategic partnership to provide customized, turnkey solutions in the nonqualified, executive benefits, and COLI marketplace. Through this partnership, Summit Alliance Executive Benefits, together with key institutional partners, will provide analysis, design, and funding services to companies nationwide, complementing M Benefit Solutions' decades of experience working with executive benefit joint venture partners. M Benefit Solutions is a leading provider of technical design and product support, implementation services and coordination, and ongoing compliance and complete administrative services.

"For over 30 years, M Benefit Solutions has set the standard in all facets of nonqualified executive benefit plans, including design, installation, financing, securitization, compliance, and administration," said Michael G. Goldstein, President and CEO of Summit Alliance Executive Benefits. "They possess the extensive depth and breadth of knowledge and expertise we need to ensure that we can collectively deliver the highest quality solutions to our clients."

Garrett McDaniel, Jr., Summit's Executive Vice President & Director - Institutional Relationships, added, "When evaluating potential partners in this marketplace, we looked closely at each organization's experience supporting and partnering with multiple joint ventures with institutional relationships. M Benefit Solutions' experience and strengths in this area are impressive and stand apart from the rest."

Donald H. Friedman, President & CEO of M Benefit Solutions, commented, "Partnering with Summit Alliance Executive Benefits is an exciting opportunity for our company. The combination of Michael's technical expertise and reputation in the industry, Garrett's extensive experience cultivating institutional distribution channels and relationships, and the support of their parent company, Summit Alliance Financial, enhances our ability to expand access to our 'best in class' services."

If you have any questions or would like more information, please contact Donald Friedman or Michael Goldstein (contact information below).

About Summit Alliance Executive Benefits, LLC
Summit Alliance Executive Benefits, LLC works with all types of companies across the United States - large and small, public and private - providing situational analysis, design services, and ongoing program consultation on nonqualified deferred compensation, equity-based compensation, and other related benefit issues to help corporations create programs designed to attract, retain, and reward key management. Summit Alliance Executive Benefits, LLC is a division of Summit Alliance Financial, LLP.

Summit Alliance Executive Benefits, LLC
Michael Goldstein, (949) 760-9098
michael(dot)goldstein(at)summitalliance(dot)net

About M Benefit Solutions
M Benefit Solutions is a leader in the design, implementation, and administration of nonqualified, executive benefit plans for publicly traded companies, large and mid-size privately held corporations, and financial institutions. M Benefit Solutions is a wholly-owned subsidiary of M Financial Group.

M Benefit Solutions
Donald Friedman, (503) 414-7600
don(dot)friedman(at)mben(dot)com

Source: M Benefit Solutions

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