With more than 120 Member Firms, M Financial Group is one of the nation’s leading financial services design and distribution companies. Since 1978, M Financial’s network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.
M Financial Group’s Member Firms are recognized leaders in the wealth transfer, executive benefits, and wealth management markets. Through the relationships M Financial has established with major product manufacturers, including John Hancock, Lincoln Financial Group, Nationwide, Pacific Life, Prudential, Sun Life, and Unum, and the expertise of more than 120 leading independent financial services firms, Member Firms are uniquely positioned to deliver customized insurance, benefits, and investment solutions that meet the complex needs of their clients.
M Financial was founded on the principle that “off-the-shelf” products often do not meet the needs of the ultra-affluent and corporate markets. For more than 30 years, M Financial has worked closely with the nation’s most prestigious insurance carriers and investment firms to pioneer the industry’s most innovative solutions. The client base of Member Firms represents the experience of the ultra-affluent marketplace. Access to this experience data, combined with the collective buying power of these clients, translates into the ability to create proprietary products designed specifically for wealth preservation, wealth transfer, and executive benefits programs. These products are available exclusively to the clients of M Member Firms. In addition, M Holdings Securities, Inc., M Financial’s full service broker/dealer, and M Wealth, M Financial’s wealth management division, provide Member Firms with access to a wide variety of investment products and services.
M Financial Re, a life reinsurance company owned by M Financial stockholders, reinsures a large percentage of the business Member Firms write, providing Members with an equity stake in their business. M Financial Re also aligns the interests of producers and carriers for quality business and helps to facilitate strong relationships between Partner Carriers and M Financial. M Financial Re is a subsidiary of M Financial.
Working with an M Member Firm provides the assurance of working with true client advocates whose interests are aligned with those of their clients and who can provide truly customized approaches for specific client needs.