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 collaborative approach that supports thoughtful, client-centered solutions while continually adapting to meet the evolving needs of businesses and their employees.
This longstanding relationship has also helped fuel innovation. Through our collaboration with Unum, M has developed proprietary solutions such as Monogram, offering exclusive capabilities and differentiated plan designs available only to M clients. By combining Unum’s industry-leading expertise with M’s consultative approach and specialized intellectual capital, advisors gain access to solutions designed to address complex benefits and risk management challenges with greater precision and flexibility.
“M Financial’s 40-year partnership with Unum has been a true market differentiator for our Member Firms, offering a unique solution for their clients,” said Russell Bundschuh, M Financial’s President & CEO. “M Financial is Unum’s only national distribution partner with access to the MonograM product series, Unum’s proprietary disability insurance solution. We are proud to celebrate this impressive milestone and look forward to many more years of partnership.”
M’s relationship with Unum empowers advisors to deliver with confidence, clarity, and consistency. More importantly, it demonstrates the value of enduring partnerships built on mutual trust, shared accountability, and a commitment to long-term outcomes. The strength of this relationship enables us to bring distinctive solutions to market, create meaningful value for clients, and help advisors navigate increasingly complex planning needs.
Chris Pyne, EVP, Group Benefits at Unum, said, “Our 40-year relationship with M Financial reflects a mutual commitment to providing best-in-class products and services to our shared customers. This important relationship helps Unum deliver on our purpose of helping the working world thrive throughout life’s moments.”
Four decades later, this partnership continues to evolve while remaining grounded in the qualities that made it successful from the start: reliability, innovation, and a shared dedication to client success. We look forward to building on that foundation and continuing to deliver exclusive solutions and exceptional outcomes for years to come.
About M Financial Group
With 140+ Member Firms across the United States and in the United Kingdom, M Financial Group is one of the nation’s leading financial services design and distribution companies. Since 1978, M Financial’s network of independent insurance and executive benefit firms has served the needs of high-net-worth individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.
For more information, please email M Financial’s Communications team at communications@mfin.com or visit our website at mfin.com.
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