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    Eric Eklund

    Senior Advanced Markets Counsel at M Financial Group

    Eric Eklund, Esq. is a senior executive in the life insurance and financial planning industry. He currently serves as the Senior Director of Advanced Planning at Jones Lowry.2 Previously, he held the position of Senior Advanced Markets Counsel at M Financial Group, where he advised top life insurance professionals on business planning, estate planning, and tax planning strategies.3

    Eric is known for his expertise in:

    1. Advanced life insurance planning
    2. Estate planning
    3. Tax planning
    4. Business planning

    He is a frequent presenter at industry events, including LIMRA, The American Bar Association, and M Financial Group conferences.3 Eric has contributed to thought leadership in the legal and life insurance industry, with recent scholarship covering topics such as:

    • Private Split-Dollar Life Insurance Planning
    • Dynasty Trust Planning
    • Due-Care for Non-Insurance Professionals
    • Planning with Buy-Sell Arrangements
    • Demystifying the Generation Skipping Transfer Tax
    • Insuring the Charitable Plan3

    Eric's background includes a combination of legal expertise and practical experience in the insurance industry. He obtained his law degree to complement his knowledge of financial products and tax principles, which has proven to be a valuable skill set in his career.1

    In his most recent role as Chief Operating Officer & Founding Partner at The Ridgeback Group, Eric runs Advanced Concepts, providing a comprehensive offering that goes beyond traditional advanced markets. This includes actuarial support, product manufacturing expertise, AI support, and renowned underwriting.1

    Eric is passionate about the life insurance industry and is dedicated to helping firms grow into enterprises with recurring revenue streams.1

    Highlights

    New Laws for New Policies - Wealth Management
    Help Family Office Clients Create an Employee Retention Plan
    Sep 22 · zoominfo.com
    Michael Eklund Email & Phone Number | Executive VP & Chief Financial Officer at Chamberlain | ZoomInfo
    Tier One Interview: Eric Eklund - Life Insurance Strategies Group
    Tier One Interview: Eric Eklund - Life Insurance Strategies Group
    Eric Eklund
    Oct 21 · napfa.org
    The National Association of Personal Financial Advisors

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    Eric Eklund
    Eric Eklund, photo 1
    Eric Eklund, photo 2
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    Location

    Portland, Oregon Metropolitan Area