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OUR SOLUTIONS

Corporate Solutions

M’s Corporate Solutions consists of M Benefit Solutions, M Retirement Services, and M Disability Insurance Solutions. Corporate Solutions delivers integrated executive benefits, institutional insurance, and plan management expertise that helps organizations by strengthening their financial strategies and supporting and retaining their key talent. By combining market-leading recordkeeping capabilities, deep carrier relationships, and a commitment to operational modernization, M Financial provides solutions that drive long-term value for successful business clients and their leadership teams.

M Benefit
Solutions

Executive benefit strategies designed for a competitive talent marketplace.

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M Retirement Services

Comprehensive solutions to efficiently manage clients’ retirement needs.

M Disability Income Solutions

Effective income protection strategies for executives.

M Retirement Services

M Retirement Solutions empowers the M Community to expand their retirement practices and build lasting relationships with plan sponsors. We do this by providing comprehensive education and professional development resources that help advisors succeed in the changing retirement landscape. Our curated platform and suite of tools enable advisors to efficiently manage client needs and uncover new opportunities. Additionally, we serve as advocates for our advisors and their clients, supporting them within M Financial and across the broader industry.

M Disability Income Solutions

Disability Income Solutions helps the M Community broaden their practices by addressing a growing need in the executive disability insurance space. We support this expansion by offering in depth training, market intelligence, and guidance from a dedicated Disability Insurance team with more than 50 years of combined experience. Our integrated resources and planning tools — including our proprietary UNUM MonograM solution — equip advisors to design effective income protection strategies, respond to client priorities, and build durable, recurring revenue streams. We also work alongside M Firms throughout the sales process and champion their interests within M Financial and across the wider industry.