M Financial experienced a transformative year defined by growth, innovation, and meaningful collaboration. Through strategic initiatives across the organization, we enhanced our support for Member Firms and the clients they serve. The strength of the M Community grew through gatherings at Marketing Meeting, National Advisors Conference, and M Connect, and was further enriched by welcoming several new Member and Affiliate Firms throughout the year.
M’s 2024 Year in Review reflects on these milestones and more, setting the stage for continued momentum as we approach 2025.
We warmly welcomed six new Member Firms and one Affiliate Firm to the M Community in 2024. New Member Firms include Alkeme Financial Services, The Burgess Group, Crescent Wealth Advisory, Golconda Partners, LLC, Sandstone Life Strategies, LLC and Succession Capital Alliance. Elevated Strategies Insurance Services has joined as an Affiliate Firm.
Find a firm ›M Financial significantly updated its board governance, welcoming outside directors for the first time in many years and ending cumulative voting to streamline decision-making. Additionally, we introduced staggered terms and term limits to enhance governance processes. We extend our gratitude to the departing board members for their invaluable service.
Meet our board ›Dave Downey, longtime Principal of Member Firm The Downey Group, was the inaugural recipient of Finseca’s Peter W. Mullin Visionary Leadership Award, newly created to honor M’s co-founder.
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The launch of M Connect, a regional learning and connection opportunity offered this year in Chicago and Dallas, was well-attended by experienced advanced planning M Financial Member Firm principals and producers.
Read More ›NAC 2024: Growing Forward brought Member Firms of M Financial and their valued advisors together for thought-provoking sessions and networking. Special evening events and afternoon recreation offered many opportunities to connect and grow.
Read More ›Over 500 attendees from M Member Firms, M Financial, and industry partners gathered in Miami, Florida, for M Marketing Meeting 2024. This signature annual event featured insights from renowned speakers and M Community leaders, informative breakout sessions, and valuable opportunities to reconnect with colleagues.
Read More ›In November, M Financial officially opened its new office in Dallas, Texas, as part of the company’s strategic growth plan. This expansion enhances support for Member Firms and carrier partners while solidifying M’s presence in one of the nation’s fastest-growing financial centers.
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M Financial engaged in a wide range of industry events this year, covering topics from underwriting to advanced markets. We were particularly proud to sponsor The American College of Trust and Estate Counsel’s (ACTEC) 75th Anniversary meeting. These opportunities not only highlighted our comprehensive expertise but also reinforced our position as thought leaders in our dynamic industry.
Read More ›M Financial President & CEO Russell Bundschuh joined industry executives and academics for a spirited exchange of ideas on ethics sponsored by The American College of Financial Services. Topics ranged from data privacy to AI during The College’s Center for Ethics in Financial Services forum. The candid discussion was memorialized in a report.
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M Financial was named as a top-performing life insurance company by Ward, a business unit of Aon. M has consistently appeared on the Ward’s 50 list, chosen from an analysis of 700 life and health insurers. The analysis includes safety and consistency standards and superior financial performance over a five-year analysis period.
Read More ›M was proud to sponsor Big Brothers Big Sisters initiatives in Portland and Dallas, support disaster relief with World Central Kitchen, and fund Financial Beginnings’ financial education programs. These initiatives reflect M's commitment to making a positive impact in the communities we serve.
