M Financial Group is a leading financial services design and distribution firm, serving high-net-worth individuals and Fortune 1000 companies through a network of 140+ independent Member Firms.
What Sets Us Apart
M Financial creates value for our Member Firms through:
We help our Member Firms succeed, thrive, and realize their full potential.
At a Glance
M Financial is a recognized voice in the industry. 13 Member Firm Principals have served as president at Finseca (formerly AALU), the nation’s leading advocacy organization for life insurance professionals, and two currently serve on its board. In addition, M Financial is the only producer group, through the M Life Insurance Company unit, that is an active member of the American Council of Life Insurers (ACLI).
M Financial and its Member Firms make a positive impact in their communities and the charities they support. Through local partnerships, volunteer activities, and increased philanthropic efforts, we have stepped up to address needs such as education, health services, food security, and youth programs. Generous giving is a central value within the M Community: showing up, giving back, and strengthening the areas where clients, colleagues, and families live and work.
M Financial’s 2025 Annual Report provides an overview of the initiatives undertaken in the previous year to enhance value for our Member Firm community and clients. The report offers comprehensive updates on our business lines, financial performance, and our positioning for continued progress in 2026.
We are proud to celebrate 40 years of partnership with Unum, a milestone that reflects enduring strength, trust, and a shared commitment to serving clients with excellence. Throughout this relationship, a focus on putting clients first has remained at the center of everything we do. Together, we have built a
M Financial is proud to celebrate 20 years of partnership with Nationwide, a relationship built on shared values, innovation, and an unwavering commitment to serving clients. Over the past two decades, our collaboration has helped deliver differentiated solutions, exceptional service, and meaningful outcomes for high-net-worth individuals, business owners, and their families.
Ward, a business unit of Aon and a trusted leader of benchmarking and best practices for the insurance industry, presented M Financial Group with a 2026 Ward’s 50® award for qualifying as a top-performing life insurance company. This marks the 13th straight year M has been named to the list,
M Holdings Securities transforms its broker‑dealer and corporate RIA into a modern, simplified, and scalable platform to deliver a faster, elevated advisor and client experience and position the M Community for the future.
M opens a new HQ in the vibrant Uptown neighborhood of Dallas, TX, occupying the top two floors of The QUAD, a newly developed 12-story, state-of-the-art building.
M receives Ward’s 50® Award, a recognized benchmark of excellence within the industry, for the 10th consecutive year.
M centers the organization around an updated mission statement: To help our Member Firms succeed, thrive, and realize their full potential.
Building on M’s legacy as the gold standard for the client experience, providing stability, strength, and expertise in a rapidly changing industry.
M launches the Magnet Program to recruit and mentor the next generation of financial professionals.
M receives Ward’s 50® Award, a recognized benchmark of excellence within the industry.
M International gives M Member Firms access to U.S. and offshore insurance products with global client support across multiple segments of international insurance solutions.
Nationwide becomes an M Partner Carrier offering exclusive proprietary products.
M sales top $1 billion for the first time.
Dedicated expertise in exam results, case presentation, carrier negotiations, and capacity management to overcome challenges in the risk assessment process.
M Wealth launches to provide sophisticated wealth management solutions to Member Firms and their clients.
M moves its headquarters to the LEED Gold certified M Financial Plaza in Portland’s Pearl District.
M launches MAGNASTAR®, a proprietary platform for Member Firms for single life, survivorship and COLI (fully underwritten or guaranteed issue).
M's broker-dealer combines market expertise, access to thousands of products, specialized services, and benefits of scale.
M Financial Holdings Incorporated is formed to unify M Financial Group and its affiliates, giving Member Firms a greater stake in the company.
Proprietary variable investment options provide access to the expertise and investment strategies of institutional managers generally not available in other life insurance products.
M hosts the first National Advisors Conference, a prestigious gathering of wealth management and tax professionals, in St. Petersburg, Florida.
John Hancock becomes an M Partner Carrier offering exclusive proprietary products.
M authors the first American Bar Association primer on life insurance due care, establishing M as a leading client advocate.
Prudential becomes an M Partner Carrier offering exclusive proprietary products.
Unum becomes an M Partner Carrier offering exclusive proprietary products.
Pacific Life becomes an M Partner Carrier offering exclusive proprietary products.
M Financial Re is formed to reinsure life business written by Member Firms.
Carrier profits are shared with producers through the M Network for the first time.
M hosts the first national Marketing Meeting at the Longbranch Saloon in Nebraska.
Peter Mullin, Mark Solomon, Carl Mammel, and Eli Morgan (left to right) were intent on revolutionizing the industry for their clients.