1802 Insurance is a division of Cornerstone Advisors, specializing in providing insurance planning services for ultra-affluent clients. With over 40 years of experience in estate and business planning, 1802 Insurance offers professional expertise and assistance to attorneys, financial advisors, accountants, and other trusted counselors. Their goal is to help advisors add value to their services and ensure that clients' families, assets, and businesses are well-protected.
As a member of M Financial Group, 1802 Insurance operates independently from M Holdings Securities and Deep Draft Consulting, LLC. They offer securities through M Holdings Securities, Inc., and investment advisory services through M Holdings Securities, Inc. and Deep Draft Consulting, LLC. Registered Representatives are licensed to conduct securities and insurance business in limited states, and their services are available to U.S. residents only. 1802 Insurance does not provide legal or tax advice and encourages clients to consult qualified professionals for such matters.
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