M Financial offers a diverse selection of exclusive products developed through our long-standing relationships and deep expertise. From life insurance to executive benefits to retirement planning and wealth management solutions, M and our Member Firms can meet virtually any client need.
than the industry average
than the industry average
than the industry average
M offers a range of proprietary life insurance products, including:
Member Firms also have access to retail products from M carriers:
Our proprietary products include:
M offers custom and employer-sponsored plans designed to protect income and assets in the event of a disabling injury or illness. These plans offer pricing advantages that help clients protect their future, cost-effectively.
Our Proprietary Product:
UNUM – MonograM
When an illness or injury results in an extended period of care, an individual’s assets may become vulnerable. M’s long-term care solutions complement medical insurance by helping the individual to remain financially secure while safeguarding their earnings and investments.
Member Firm financial professionals have the expertise and resources to help clients set the flow of their income stream. They offer tailored annuities for every situation.
Annuities are flexible financial tools for income planning. M offers a range of annuity types, including ones designed for tax-deferred investing, estate and divorce settlements, charitable gifts, and guaranteed income for life.
Retirement Services from M Financial provides turnkey sales and marketing support to help Member Firms reinforce their competitive edge with qualified plan clients, grow their retirement practices, and improve their profitability.
Access to tools and resources for plan and advisor benchmarking, investment analytics and performance monitoring, marketing, and educational enrichment.
M Wealth offers a wealth management solution that takes a long-term, data-driven approach informed by evolving academic research and guided by the expertise of some of the world’s most respected money managers.
An experienced executive benefits provider, M Benefit Solutions helps companies develop differentiating benefit and funding strategies that address their business goals and lead to greater success in attracting and retaining top talent.
We offer access to exclusive products and services tailored to the needs of HNW individuals, executives, and business owners—providing value and excellence unparalleled in the industry for more than 40 years.
