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NFA Client Resources

About
NFA Client Resources

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Glossary

Modified Endowment Contract (MEC)

A life insurance policy that fails the IRS 7-pay test, causing it to be taxed more like an investment than traditional life insurance.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Financial Concepts, LLC, a registered investment advisor. Strategic Financial Concepts LLC, NFA Wealth Management, National Financial Alliance, NFA Institutional Services and NFA Insurance are separate entities from LPL Financial.

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Office Location

901 NE Loop 410
Suite 100
San Antonio, TX 78209

Stay Connected

Facebook-f Youtube Linkedin-in

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Financial Concepts, LLC, a registered investment advisor. Strategic Financial Concepts LLC, NFA Wealth Management, National Financial Alliance, NFA Institutional Services and NFA Insurance are separate entities from LPL Financial.

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