MangoTree Benefits, LLC (MTB) is affiliated under common control and ownership with MangoTree Capital, LLC (MTC), a registered investment advisor. In addition, licensed insurance agents of our firm may be registered as Investment Adviser Representatives (IARs). Our affiliated investment firm and licensed insurance agents registered as IARs may earn advisory fees in addition to insurance commissions. Such advisory fees are separate and in addition to our insurance commissions. You are under no obligation, contractually or otherwise, to purchase investment advisory services through any person affiliated with our firm.
Conceptually speaking, MTB offers "not at risk" insurance products, while MTC offers "at risk" investment services. In the spirit of total wealth management for our clients, these two affiliated firms co-exist for the one-stop needs of our clients.