Our Company

Since 1941, professionals with The Morehead Group have provided financial services to
v      Affluent Individuals & Families
v      Family Businesses
v      Private Companies

We specialize in providing life insurance for
v      Estate Planning
v      Wealth Accumulation & Transfer
v      Charitable Giving
v      Business Continuation Planning
Life Insurance

Products and services include
v      Life Insurance Portfolio Management
v      Assessment, design, underwriting, fulfillment and administration of life insurance
      products utilizing The Insurance Confidence SystemTM developed by The Morehead
v      Policy Review and Evaluation
v      Cash Flow Analysis for Estate Planning and Wealth Transfer

National Financial Partners

The Morehead Group is a member of National Financial Partners (NYSE: NFP), a national affiliation of over 475 independent firms specializing in the distribution of financial services products. Through NFP, The Morehead Group has access to
v      Tax, Legal and Medical Experts*
v      Medical Underwriting Advocacy
v      Shared Intellectual Capital & Technological Capabilities
v      Select group of high quality, financially sound life insurance carriers with resource departments dedicated to our processes
*NFP Advisor Services, LLC does not provide tax, legal or accounting advice. You should contact your professional advisors for assistance regarding your personal situation.