2023-Year-in-Review

LASTING LEGACIES INSPIRE OUR PATH FORWARD

While 2023 was a year for executing on M Financial Group’s operational priorities and growth objectives, it was also a period of connection and reflection as we celebrated significant anniversaries, gathered as a community at industry-leading conferences, partnered with new carriers and organizations, and experienced profound loss.

M’s 2023 Year in Review captures the moments that reverberated across the M Community, shared experiences that strengthened our communal bonds and sharpened our collective focus as we welcome the new year.

M Celebrates 45 Years With Founders Portrait Unveiling

Established in 1978 by its four founders — Eli Morgan, Mark Solomon, Carl Mammel, and Peter Mullin — M Financial celebrated 45 years in business. To mark the occasion, world-renowned artist Keith Collins was commissioned to paint a portrait of our founders, who brought the vision and the boldness to disrupt an industry that had slipped into complacency.

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About M's 45th Year ›

Idea-Sharing With Finseca in Washington, D.C.

M Financial attended Finseca’s 2023 Advanced Markets conference in the nation’s capital. M subject matter experts presented on sophisticated life and estate planning topics and visited lawmakers on Capitol Hill to advocate for clients and the industry.

M Hosts MAGNASTAR® PPLI Forum

M hosted the specialty MAGNASTAR PPLI Forum in Dallas, Texas. The forum brought together leading PPLI luminaries to discuss client considerations, service, compliance management, and, most importantly, how M producers can effectively use PPLI in their practices.

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M Partners With GRAIL to Offer Clients Cancer Detection Test, Galleri®

M Financial Group partnered with GRAIL, a healthcare company based in Menlo Park, California, to offer GRAIL’s groundbreaking multi-cancer early-detection test, Galleri, to qualified clients of M Member Firms.

Ward’s 50 Ranks M as a Top 50 Life Insurance Company

Ward, a business unit of Aon, presented M Financial Group with a 2023 Ward’s 50 award for qualifying as a top-performing life insurance company in the United States.

Inspirational Murals Installed at M Financial Office in Portland

M Financial Group’s office in downtown Portland, Oregon, received an inspiring interior facelift in the way of new murals. The murals serve as reflection points on the legacy created by M Financial’s founders, service to M Member Firms, and M’s spirit of innovation.

M Sponsors Big Brothers Big Sisters Columbia Northwest Annual Gala

M was honored to be the presenting sponsor for Big Brothers Big Sisters Columbia Northwest’s 2023 Gala: Building Bridges Together.

M Honors the Passing of Two Founders, Mark Solomon and Peter Mullin

Two of M Financial’s legendary and iconic founders, Mark Solomon and Peter Mullin, passed away in September, leaving behind rich and lasting legacies.

honoring Mark and Peter was presented to the M Community at the annual meeting in October.

M Community Reconnects at Marketing Meeting 2023

M Financial Member Firms, M Carriers, partners, and members of the M Team traveled to San Antonio, Texas, for Marketing Meeting 2023: Our Difference Is Our Strength.

M Celebrates 40 Years of Pacific Life Partnership, Addition of Principal

2023 marked the 40th anniversary of M Financial’s partnership with Pacific Life, M’s longest-running carrier relationship. M also expanded its relationship with Principal Financial Group as a new M Specialty Carrier for disability insurance offerings.