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

June 10, 2024

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 event designed to expand the exploration of advanced topics.

M Connect provided regional options to engage in sessions specially curated for today’s most pressing insurance, estate planning, and business topics. Gatherings took place at the Viceroy Chicago hotel from May 29–30 and Hotel Crescent Court in Dallas from June 5–6.

“Not only was the content excellent, but the smaller setting of M Connect made it a very personal and interactive experience,” said Matt Mylroie, M’s Vice President & Head of Insurance Solutions. “Attendees didn't just listen to lectures; they participated in discussions and forged new friendships.”

M Financial and Member Firm subject matter experts presented and facilitated discussions on the global citizen market, case design, succession planning, advanced planning and markets, legislative and regulatory updates, and leveraging the M ecosystem to maximize production and growth.

“Awesome meeting,” said Margaret Archinaco, Senior Vice President of M Member Firm Gateway Financial Group, Inc. in Pittsburgh, Pennsylvania. Ms. Archinaco attended the Chicago event. “Really great content and excellent presenters. Loved everything about it. Thank you!!”

Attendees were also treated to premier sporting events during M Connect, sponsored by M Carriers Prudential and Symetra. They enjoyed a Major League Soccer match between Chicago Fire FC and Orlando City SC in Chicago and a Major League Baseball game between the Texas Rangers and the Detroit Tigers in Dallas.

“Overall, it was a great meeting!” said Korbett Roberts, Principal of M Member Firm TCS Insurance Agency, Inc. in Waco, Texas, who attended the Dallas event.

“The M Connect meeting series was an outstanding success, uniting over 50 experienced principals, producers, and decision-makers from Member and Affiliate Firms in Chicago and Dallas,” said Walter Thayer, M’s Vice President of Marketing & Events. “This specialized event delved deeply into advanced topics through interactive and highly engaging sessions. It delivered an immersive experience that seamlessly combined robust discussions with valuable networking opportunities, all within an efficient two-day schedule."

About M Financial Group‍

With more than 130 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 contact Carrie Wanous, Sr. Manager, Content & Communications, at carrie.wanous@mfin.com or visit our website at mfin.com.