A Powerful Network of Innovative Entrepreneurs
We are one of the nation's largest independent financial services design and distribution networks serving the affluent and corporate markets. M Member Firms are comprised of the industry's most successful, independent organizations.
Carefully chosen from among the elite leaders in the industry, our Firms are committed to serving individuals and institutions in the most ethically responsible and strategically sound manner. While they may specialize in specific fields, all are experts in dealing with the complex issues that face their clients. M Member Firms are community focused, committed to improvement and growth.
Member Firms benefit from a unique competitive advantage—their clients have access to exclusive products and pricing created because of their own collective buying power and experience. As a result, we can consistently develop innovative products available only to Member Firm clients. Member Firms also deliver exemplary client service, which reflects a clear commitment to building relationships for the long term.
Shaping The Future Since 1978
We use our collective influence to drive industry trends, lead product innovations, initiate service enhancements, and ensure that existing and new clients benefit from everything we do. Today, our Firms have exclusive access to proprietary products from our Partner Carriers, as well as a private placement product offered through a consortium of carriers. Each of these products is designed using M Financial's superior mortality persistency and policy size experience, creating exclusive pricing for Member Firm clients.
A Community of Individuals Driven by Shared Values
Bringing our Firms together is a priority for us. With at least four gatherings each year—an annual Marketing Meeting, our National Advisors Conference, and various specialty meetings—our Firms have ample opportunity to share their ideas, build relationships with one another, and support the growth and success of their colleagues. The personal connections, trust, and friendships forged throughout the year enhance the value of everything we do.
M Financial is about achieving more together than we could achieve individually—the more you share, the more value gained. Our Firms extend this sharing to their communities – supporting national and local charities and causes, and advocating for the industry.
Put simply, M Community members are in "it for the long haul" with client relationships—focusing on building legacies that will thrive for generations.