Institutional Investors

Securities offered through M Holdings Securities, Inc. , a Registered Broker/Dealer, Member FINRA, SIPC. Investment Advisory Services offered through Cozad Asset Management, Inc. Cozad Asset Management is independently owned and operated. If you wish to initiate a securities transaction, please contact Cozad Asset Management, Inc. to discuss your transaction. Please do not leave instructions on voicemail or send via email or fax, as those instructions cannot be honored on a timely basis.

Securities and variable insurance products offered in the following states: AR, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MT, NC, NE NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, WA, WI, WV, WY. Residents of other states should contact a Registered Representative in their home state.

Fixed insurance products offered in the following states: AZ, CA, CO, FL, IA, IL, IN, MI, MN, MO, NC, NJ, OH, OR, TX, UT, WI.Residents of other states should contact an agent in their home state.