Morgan Advisory Group
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Morgan Advisory Group is an independent boutique insurance advisory firm located in Corona del Mar, CA, specializing in the design, implementation, and management of life insurance portfolios for affluent families, family offices, and privately held businesses. The firm is committed to providing objective and effective advice tailored to meet the unique needs of its clients and their advisors.
With a focus on the complexities of business succession and liquidity issues, Morgan Advisory Group collaborates closely with owners, executives, and shareholders to ensure comprehensive management of life insurance solutions. Their dedication to excellence is evidenced by their continuous effort to enhance client experiences through innovative products and advanced technology.
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