Note: New Century Planners and their agents are presently licensed to sell traditional life insurance in the state of Arizona, California, Colorado, Connecticut, Florida, Illinois, Indiana, Massachusetts, Minnesota, Missouri, New Hampshire, New Mexico, New York, Ohio, Pennsylvania, and Wisconsin.  Insurance services are limited to residents of the above listed state. Residents of other states should consult with a local agent for insurance service.

New Century Planners and their representatives Allan Kaplan and Phil Lyons are currently licensed to sell variable life and annuity products, as well as other securities products, in the states of Arizona, California, Colorado, Connecticut, Florida, Illinois, Indiana, Massachusetts, Minnesota, Missouri, New Hampshire, New Mexico, New York, Ohio, Pennsylvania, and Wisconsin. Residents of other states should consult with a local registered representative for securities products.

Proper state registration is mandatory prior to conducting business in any state.

The contents of this site are for informational purposes only and are not to be construed as an offer to sell or a solicitation to buy any securities. Such offers can only be made where lawful under applicable law. The contents of this site have been compiled from sources which we believe to be reliable, but are not guaranteed. New Century Planners does not warranty, guarantee or make any representations, or assume any liability with regard to financial results based on the use of the information in the site.

The principle place of business and the state of domicile for New Century Planners is:

35 East Wacker Drive, Suite 3200
Chicago, IL 60601
312.368.1111

New Century Planners, LLC is a member of M Financial Group.  Please go to www.MFIN.com and click on "Disclosure Statement" at the bottom of the home page for further details regarding this relationship.

Securities and advisory services offered through M Holdings Securities, Inc.
A Registered Broker/Dealer and Investment Advisor Member FINRA/SIPC
New Century Planners, LLC is independently owned and operated.