M Financial

M Member Firms are recognized leaders in the wealth transfer, executive benefits, and wealth management markets. Through long-term relationships with major product manufacturers, and the experience of more than 130 leading independent financial services firms, Member Firms are strategically positioned to deliver customized insurance, benefits, and investment solutions designed for 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 35 years, M Financial has worked closely with leading insurance carriers and investment firms to pioneer the industry’s most innovative solutions. Access to ultra-affluent experience data, combined with collective buying power, translates into the ability to create proprietary solutions available exclusively to Member Firm clients.

In addition, M Holdings Securities, Inc., M’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 an equity stake in their business. M Financial Re also aligns the interests of producers and carriers for quality business and facilitates strong relationships between Partner Carriers and M Financial. M Financial Re is a subsidiary of M Financial.

Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship. For more information on M Financial Group go to mfin.com.

Experience

M Members represent some of the best and the brightest minds in the industry, and participate in a community of sharing that facilitates exchanges of new ideas and best practices. This collaboration demonstrates our commitment to continuously deliver significant value to Member Firm clients.

Proprietary Products

M Financial Group was founded on the principle that “off-the-shelf” products often do not meet the needs of high net worth and corporate clients. Since 1978, M Financial has worked closely with some of the nation’s most prestigious insurance carriers and investment firms to develop innovative products with features and flexible options that complement the needs and objectives of Member Firm clients.

Proprietary products are a natural fit for M Financial. Together, we apply industry best practices, have a strong entrepreneurial spirit, and consistently distinguish ourselves from the competition. 

Carrier Alliances

M Financial Group has strategic alliances with a select group of major insurance companies chosen for their financial strength, product performance, management accessibility and capabilities, dedication to the market, and willingness to commit substantial resources to servicing the unique client needs of Member Firms. Click on a logo to visit one of M Financial Group’s insurance carriers.

Partner Carriers: Click Here to View