Morgan Advisory Group is an independent insurance advisory firm based in Corona Del Mar, CA, specializing in providing objective and effective advice in the design, implementation, and management of life insurance portfolios for affluent families, family offices, and privately held businesses.
Their dedicated team works closely with clients and their advisors to identify and manage unique business succession and liquidity issues, as well as mitigate restricted stock liquidity issues for executives of public companies, offering independent, unbiased, and objective advice as the cornerstone of their services.
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