M Financial Group’s Member Firms are recognized in the wealth transfer, executive benefits, and wealth management markets. Through the relationships M Financial has established with major product manufacturers including John Hancock, Nationwide, Pacific Life, Prudential, TIAA-CREF Life Insurance Company, and Unum, and the expertise of more than 145 leading independent financial services firms, Member Firms are positioned to deliver customized insurance, benefits, and investment solutions to 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. Since 1978, M Financial has worked closely with some of the nation’s most prestigious insurance carriers and investment firms to pioneer innovative products with features and flexible options that complement the needs and objectives of Member Firm clients.
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. We apply industry best practices, have a strong entrepreneurial spirit, and consistently distinguish ourselves from the competition. We are creative and innovative, and are always looking for better ways to help Member Firms achieve their clients’ goals. 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.
