Mezrah Consulting: Executive Benefits, COLI and BOLI Consultants

	July 4, 2009


		Mezrah Consulting is committed to providing services to public and privately held companies, financial institutions and high net worth individuals. Our consulting firm specializes in the design, funding, implementation, securitization and administration of non-qualified executive benefit programs. In addition, our Bank Practice is focused on sharing unique BOLI product solutions not traditionally found in the marketplace and unique bank eligible funds that are innovative and proprietary to Mezrah Consulting and their clients.


			Mezrah Consulting enhances MAPbenefits to leverage new IRC 409A deferred compensation rules and adds more online planning tools. Mezrah Consulting creates deferral strategy for non-profit organizations that does not have elements of substantial risk of forfeiture and does not have to comply with IRC 409A. Mezrah Consulting created two unique CRA BOLI Funds that are bank eligible and are to be utilized by banks to obtain needed CRA investment test credit while earning a competitive tax favored yield.


			Economic Growth The Real gross domestic product (the output of goods and services produced by labor and property located in the United States) increased at an annual rate of 1.0 percent in 1Q 2008, according to final estimates released by the Bureau of Economic Analysis. In 4Q 2007, real GDP increased 0.6%. Although the Real GDP growth rate has slowed, it is still positive. This indicates that we may not yet be in a recession as many believe. More...

Mezrah Consulting and/or its agents* are licensed to sell traditional life insurance in: AL, AZ, CA, CT, DC, DE, FL, GA, IL, KS, LA, MA, MD, MI, MN, MO, MS, NE, NH, NJ, NM, ND, NY, OH, OK, OR, PA, SC, TN, TX, UT, WA, WV. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance services.

Variable life and annuity products, as well as other securities products, may be sold in the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, LA, MA, MD, MN, MO, MS, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, TN, UT, VA, WV. Residents of other states should consult with a local registered representative for securities products.

Proper state registration is mandatory prior to conducting business in any state.

The contents of this site are for informational purposes only and are not to be construed as an offer to sell or a solicitation to buy any securities. Such offers can only be made where lawful under applicable law. The contents of this site have been compiled from sources that we believe to be reliable, but are not guaranteed. Mezrah Consulting does not warrant, guarantee or make any representation, or assume any liability with regard to financial results based on the use of the information in the site.

The principal place of business and the state of domicile for Mezrah Consulting is:
5350 West Kennedy Boulevard, Suite Two
Tampa, FL 33609

Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA/SIPC. Mezrah Consulting is owned and operated independently from M Holdings Securities, Inc.

Mezrah Consulting is a member of M Financial Group. Please go to MFIN Disclosure Statement for further details regarding this relationship.