What's New

Insights & Media

Gain insights through in-depth analysis, industry viewpoints, and organizational updates that demonstrate the impact of Member Firms, M Carriers, and M teams in delivering solutions for clients. Access information on strategic collaborations, recognition, business growth, and the initiatives that reinforce our organization and the broader industry.  

Community

M Sponsors Big Brothers Big Sisters

From event sponsorships and holiday toy drives to volunteering with local youth and acting as representatives on the Board, M Financial has been a committed and consistent partner of...

READ MORE » December 3, 2024
Growth

M Financial Expands Operations with New Dallas Office

M Financial has opened a new office in the vibrant Uptown neighborhood of Dallas, Texas, occupying the top two floors of The QUAD, a newly developed 12-story, state-of-the-art building....

READ MORE » November 19, 2024
Events

M Community Convenes in Miami for Marketing Meeting 2024

Over 500 attendees from M Member Firms, M Financial, and industry partners convened October 20–23 at the J.W. Marriott Miami Turnberry Resort & Spa for Marketing Meeting 2024: Accelerating...

READ MORE » October 24, 2024
Community

M Supports Hurricane and Tornado Relief Efforts

widespread destruction in the wake of hurricanes and tornadoes across the Southeastern United States this fall, M Financial worked swiftly to rally assistance for those impacted by the storms,...

READ MORE » October 11, 2024
Sponsorship

M Contributes to The American College Center for Ethics in Financial Services Report

M Financial President & CEO Russell Bundschuh joined a panel of industry executives and academics in January for The American College Center for Ethics in Financial Services’ 23rd Annual...

READ MORE » July 30, 2024
Awards

M Financial Receives 2024 Ward’s 50 Award

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 2024 Ward’s 50 award...

READ MORE » July 15, 2024
Awards

M Member Firm Principals Named 2024 Forbes | SHOOK Research Top Financial Security Professionals

M Financial Group congratulates the 19 Member Firm financial professionals named as finalists in the 2024 Forbes | SHOOK Research Top 100 and Best-in-State Financial Security Professionals rankings. Notably,...

READ MORE » July 10, 2024
Events

M Principals and Producers Gather in Chicago and Dallas for M Connect

Experienced M Financial Member Firm principals and producers and members of the M Team gathered in Chicago and Dallas for learning and connection at M Connect, a new specialty...

READ MORE » June 10, 2024
Awards

Dave Downey Receives Peter W. Mullin Visionary Leadership Award

David (Dave) J. Downey, a longtime principal of Member Firm The Downey Group, Inc., was selected as the inaugural recipient of Finseca’s Peter W. Mullin Visionary Leadership Award....

READ MORE » May 28, 2024
New Talent

M Financial Group Welcomes Brooke Zrno Grisham

Brooke Zrno Grisham has joined M Financial Group as Vice President of M Member Firm Development. Brooke is responsible for facilitating the success of M's growth objectives and overseeing...

READ MORE » April 2, 2024
Sponsorship

M Financial Sponsors ACTEC’s 75th Anniversary Meeting

M Financial was proud to sponsor The American College of Trust and Estate Counsel’s (ACTEC) 75th Anniversary meeting, which took place March 6–10 in Scottsdale, Arizona. ACTEC is a...

READ MORE » March 12, 2024

Helping Develop the Next Generation of Black History-Makers

During Black History Month, M Financial Group underscores the importance of recognizing the many contributions of Black Americans throughout our nation’s history. Through our partnerships with like-minded organizations, we...

READ MORE » February 2, 2022