Member Firm of M Financial Group

What is M Financial Group?

M Financial Group is one of the nation’s premier financial services distribution companies, serving affluent individuals, corporate executives, entrepreneurs and Fortune 1000 companies through an exclusive network of more than 100 successful and innovative independent financial services firms.  M Financial Group consists of – and is owned by – a national network of independent Member Firms carefully chosen from among the elite leaders in the industry. While Member Firms may specialize in specific fields, all are experts in dealing with the complex issues that face affluent clients and their advisors and are committed to serving the ultra-affluent and corporate markets in the most ethically responsible and strategically sound manner.

How can M Financial Group offer me proprietary products?

M Financial Group was founded on the principle that “off-the-shelf” products simply do not meet the needs of the affluent and corporate markets.  Given M Financial Group’s exceptional clientele, its life insurance business is similarly exceptional.  Specifically, the client base of M Member Firms represents extraordinary premium volume, mortality, and persistency trends, as well as exceptionally high average policy face amounts. These insurance product cost drivers, coupled with M Financial Group’s significant life insurance distribution power, translate into the ability to work closely with major insurance carriers and product manufacturers to create innovative and proprietary products designed for wealth preservation and executive benefits programs.

What are the benefits of working with M Financial Group and its proprietary products?

There are several benefits, including:

  • M Financial Group’s proprietary products have different underlying cost drivers that positively impact performance.
  • M Financial Group’s relationship with carriers and its proprietary products allow us to enhance our in-force management of our client’s life insurance portfolios relating to policy expense management, which is uncommon with retail products.
  • M Financial Group carriers offer M Member Firms access to M-dedicated resources that allow us to provide proactive, prompt and sound service and in-force management.