How can Peter M. Williams & Co. help you?
Peter M. Williams & Co. (PMWC) is an insurance firm that provides innovative insurance solutions to elite individuals. PMWC professionals specialize in the design, implementation, and monitoring of wealth transfer funding strategies and private placement insurance products.
As a member of M Financial Group, PMWC professionals have access to a portfolio of proprietary insurance products designed and priced specifically for ultra-affluent individuals that reflect M Financial Group’s more favorable mortality, persistency, policy size, and expense experience. PMWC professionals also have decades of collective insurance, estate planning and wealth transfer experience. As a result, PMWC professionals are able to design and deliver suitable insurance products and solutions to their clients.
Let Peter M. Williams & Co. help you coordinate and monitor your financial program. Peter M. Williams’s comprehensive resources can help you reach your financial goals.
The Power of M
M Financial Group’s Member Firms are recognized in the wealth transfer, executive benefits, and wealth management markets. Through the relationships M Financial has established with major product manufacturers, including John Hancock, Nationwide, Pacific Life, Prudential, and Unum, and the experience of more than 135 leading independent financial services firms, Member Firms are positioned to deliver customized insurance, benefits, and investment solutions to meet the complex needs of their clients.