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Client Goldstein Financial Group, LLC In the News

Updated: Aug 29, 2019




GOLDSTEIN FINANCIAL GROUP, LLC APPROVED TO OFFER

CLE CREDIT TO ATTORNEYS IN ILLINOIS


CHICAGO, IL – AUGUST 28, 2019: Goldstein Financial Group, LLC (GFG), is pleased to announce it has been named by the Minimum Continuing Legal Education (MCLE) Board of the Supreme Court of Illinois, as an approved Continuing Legal Education (CLE) provider. The firm is authorized to offer CLE credit to attorneys in Illinois only.


Based in Chicago, Illinois, GFG specializes in advanced life insurance solutions to meet the sophisticated needs of high net worth individuals and corporate clients. The firm was founded by Allan Goldstein, a seasoned life insurance industry entrepreneur who has served as Chief Executive Officer of GFG for over three decades. Mr. Goldstein has distinguished himself as an industry leader through his unique ability to bring an analytical approach to his clients and their advisors.


GFG recognized an opportunity to educate attorneys on life insurance so they may better serve their clients. “Simply stated, all life insurance is not created equal. We’re thrilled to support educating legal professionals – particularly younger associates who might be less familiar with life insurance,” stated Allan Goldstein, Founder and CEO of Goldstein Financial Group, LLC.


The firm created a summary presentation entitled, “Life Insurance Update,” which covers a broad spectrum of product information, industry topics, and planning ideas useful to professional advisors. “Younger associates may not be as knowledgeable of planning concepts utilizing life insurance, and some seasoned partners appreciate the opportunity to brush up on products or news they should be aware of,” Mr. Goldstein continued.


GFG is an independent Member Firm of M Financial Group. With more than 145 Member Firms in 40 states, Hong Kong, United Arab Emirates, and the United Kingdom, M Financial Group is one of the nation’s leading financial services design and distribution company. Since 1978, M Financial’s network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.


For more information about earning CLE credits through GFG’s presentations, please contact Andrea Lechner at 847.943.0708 or by email at alechner@goldsteinfinancial.com.


For more information about the MCLE Board, please visit: https://www.mcleboard.org.


One hour of CLE credit anticipated for Illinois attorneys. Continuing Professional Education (CPE) credits are not available.


ABOUT GOLDSTEIN FINANCIAL GROUP, LLC

Goldstein Financial Group, LLC is an independent life insurance brokerage and consulting firm based in Chicago, Illinois. With over 30 years of experience, GFG utilizes a proprietary process that includes a thorough review of the high-end insurance market, advanced medical and financial underwriting and analytical reporting to serve ultra-affluent families, family offices and successful business owners. GFG works closely with a team of advisors to combine the extensive capabilities of its professional staff, close relationships with elite industry resources and a systematic reporting process to achieve maximum long-term value. To learn more, visit www.goldsteinfinancial.com


GOLDSTEIN FINANCIAL GROUP, LLC CONTACT

Allan Goldstein, CLU, ChFC, RHU, TEP

Founder & Chief Executive Officer

847.943.0701

agoldstein@goldsteinfinancial.com


MEDIA CONTACT

Cami Gueguen, CAMIO PR

512.215.4745

cami@camiopr.com

DISCLAIMER

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. File # 2623841.1

Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. Goldstein Financial Group, LLC is Independently Owned and Operated.

Goldstein Financial Group, LLC and its agents are presently licensed to sell traditional life insurance in CA (#0E58866), CT, DE, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN (#40000398), MO, MT, NC, NV, NY, OH, SD, TX, WI and WY. Variable life and annuity products, as well as other securities products, may be sold in CA, FL, IL, IN, MI, OH, and WI.

This Member Firm is independently owned and operated.

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