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zfinancialgroup.com

Life insurance and Employee Benefit Consulting Services - Houston, TX

Z Financial Group, LP provides insurance and employee benefit consulting services to small to mid-sized closely-held businesses and their executives.

http://www.zfinancialgroup.com/

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CONTACTS AT ZFINANCIALGROUP.COM

Z Financial Group, L.P.

18 Augu●●●●●●●s Drive

Sp●●ng , TX, 77389

US

281-●●●●9002
da●●●●●●●@sbcglobal.com

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Z Financial Group L.P.

Bates, Dan

203 S. Coc●●●●●●●●●●een Circle

The ●●●●ands , TX, 77381

US

1.28●●●●9002
1.28●●●●9001
db●●●●@zfinancialgroup.com

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Z Financial Group L.P.

Bates, Dan

203 S. Coc●●●●●●●●●●een Circle

The ●●●●ands , TX, 77381

US

1.28●●●●9002
1.28●●●●9001
db●●●●@zfinancialgroup.com

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Life insurance and Employee Benefit Consulting Services - Houston, TX | zfinancialgroup.com Reviews
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Z Financial Group, LP provides insurance and employee benefit consulting services to small to mid-sized closely-held businesses and their executives.
<META>
KEYWORDS
1 Life insurance
2 succession planning
3 buy sell agreements
4 deferred compensation
5 split dollar benefits
6 keyman insurance
7 medical insurance
8 ACA compliance
9 Retirement planning
10 executive benefits
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Life insurance and Employee Benefit Consulting Services - Houston, TX | zfinancialgroup.com Reviews

https://zfinancialgroup.com

Z Financial Group, LP provides insurance and employee benefit consulting services to small to mid-sized closely-held businesses and their executives.

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1

Life insurance and Employee Benefit Consulting Services - Houston, TX

http://www.zfinancialgroup.com/about-us.html

Financial Group, LP. Insurance and Employee Benefit Services. The Woodlands, TX 77380. Dan L Bates, CLU, ChFC. President, Z Financial Group, LP. For over 35 years, Dan has provided strategic, insightful and innovative insurance solutions to closely-held business owners, their executives and other high net worth individuals and their families.

2

Life insurance and Employee Benefit Consulting Services - Houston, TX

http://www.zfinancialgroup.com/products-and-services.html

Financial Group, LP. Insurance and Employee Benefit Services. The Business Owner Dilemma. Dan uses a consulting model to help his clients better utilize their advisor team and to coordinate their fringe benefit decisions. He authored the book Growth Cycles - A consulting model to guide your company's fringe benefit decisions to act as a reference guide for these decisions. Business Succession and Buy/Sell Agreement Planning. Insurance and Fringe Benefit Review and Analysis. Small Group Medical Plans.

3

Life insurance and Employee Benefit Consulting Services - Houston, TX

http://www.zfinancialgroup.com/index.html

Financial Group, LP. Insurance and Employee Benefit Services. A consulting model to guide. Your company's fringe benefit decisions. By Dan L. Bates, CLU, ChFC. Request your FREE COPY of my new book today! The Woodlands, TX 77380. An L Bates, CLU, ChFC.

4

Life insurance and Employee Benefit Consulting Services - Houston, TX

http://www.zfinancialgroup.com/testimonials.html

Financial Group, LP. Insurance and Employee Benefit Services. As a former Regional Marketing Director for a large life insurance company, I've worked closely with hundreds of life agents. Dan is one of the best! He brings creative, cutting-edge solutions to everyday problems that confront the closely-held or multi-generational business owner. You can trust him. Jim Lucius, CLU, ChFC, CSA RIchardson, TX. Michael Dafferner, The Woodlands, TX. Rudy Grimaldo, CEO, RDM Pros, Bryan, TX.

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Financial Group, LP. Insurance and Employee Benefit Services. A consulting model to guide. Your company's fringe benefit decisions. By Dan L. Bates, CLU, ChFC. Request your FREE COPY of my new book today! The Woodlands, TX 77380. An L Bates, CLU, ChFC.

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