Insurance Planning

MangoTree® Benefits, LLC | Life & Health Insurance Agency

MangoTree Capital, LLC (MTC) is affiliated under common control and ownership with MangoTree Benefits, LLC (MTB), a life and health insurance agency. Investment Adviser Representatives (IARs) of our firm may be licensed as independent insurance agents. Our affiliated insurance agency and IARs licensed as insurance agents may earn insurance commission-based compensation for the sale of insurance products. Such commissions are separate and in addition to our advisory fees. Consequently, there is a conflict of interest as these IARs may have a financial incentive to recommend insurance products to you. You are under no obligation, contractually or otherwise, to purchase insurance products through any person affiliated with our firm.

MangoTree Capital, LLC and those providing investment advice on behalf of our firm will always act in the best interest of our clients. Conceptually MTC offers “at risk” investment services, while MTB offers “not at risk” insurance products. In the spirit of total wealth management, these firms co-exist for the one-stop needs of our clients.