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KB Financial Partners: Making a difference for hope for children. ‹ Back to Newsroom. October 18, 2019. KB Financial Partners: Making a Difference for Hope for Children.…
M Partners With GRAIL to Offer Galleri® Cancer Test to Clients. ‹ Back to Newsroom. March 17, 2023. M Partners With GRAIL to Offer Galleri® Cancer Test to Clients.…
M Financial’s long-standing partnerships with industry-leading carriers have led to the creation of 16 exclusive life and disability insurance products.…
Strategic Partners. Partner with the experts.…
Strategic Partners. Financial institutions and membership organizations partner with M for superior solutions and services. Strategic Partners ›. Carriers.…
Insights into our program, people, and partners. Explore how Magnet offers more opportunity to lead. No items found. Show More Results. ACCOUNT ACCESS. Member Firm Portal ›. M Benefits Portal ›.…
Dear M colleagues, partners, and friends –. On Friday, Oct. 29, 2021, M Financial Group co-founder, philanthropist, entrepreneur, and family man Eli Morgan passed away.…
Dear M colleagues, partners, and friends —. On Monday, September 18, 2023, M Financial Group co-founder, philanthropist, entrepreneur, enthusiast, and family man Peter Mullin passed away.…
They share topical and timely perspectives on industry trends affecting HNW and UHNW communities — curated especially for M Financial Group, our key advisors, and our partners. Upcoming Speakers ›.…
M Financial. and our carrier partners. Innovative solutions, delivered digitally to create a great experience for clients and their financial representatives.…
Dear M colleagues, partners, and friends —. On Saturday, September 30, 2023, M Financial Group co-founder, visionary, entrepreneur, philanthropist, and family man Mark Solomon passed away.…
Brian Houston is a business development manager at Voya Investment Management for strategic partners — retirement services group.…
His clients include single family offices, executives and owners of public and private companies, partners at hedge and private equity funds, as well as advisors focused on wealth management, law, and…
We work with the best minds in the industry—our Member Firms, partners, and support teams collaborate on solutions that bring our collective expertise to clients.…
Prior to founding Boulevard Financial, Mark was a member firm of National Financial Partners.…
Lorrie Baldevia — Assured Partners MCM — Seattle, WA. Philip M. de Bruyn — CAPTRUST — Dallas, TX. Brady Knight — Winged Keel Group — Houston, TX. Chelsea Maeda — Winged Keel Group — New York, NY.…
For individuals, families, and business owners with substantial assets and complex financial needs, M Financial is the gateway to a community of elite Member Firms and industry partners.…
M Financial President and CEO Wes Thompson opens the video with statements about M’s partnership with Nationwide and the importance of the FARE initiative.…
’s operational priorities and growth objectives, it was also a period of connection and reflection as we celebrated significant anniversaries, gathered as a community at industry-leading conferences, partnered…
Many ACTEC Fellows commented that they enjoy deep relationships and friendships with M Member Firm principals, recognizing M firms as true partners committed to solving complex trust and estate planning…
Robinson, Robinson Financial Group. 3rd place prize: AirPods — John Burbank, The Lyman Group. 4th place prize: AirPods — Jacalyn Barens, Chamberlain Group. 5th place prize: AirPods — Fabian Ahmadi, Assured Partners…
For financial services specifically, many partners are preparing to vacate firms. At the same time, firms will see an uptick in the number of high net worth clients seeking guidance.…
Supported by our Member Firms and carrier partners, we use our collective power to advance our clients' interests.…
M Financial is proud to announce our expanded partnership with Principal Financial Group to enhance our suite of business and individual disability insurance offerings.…
At Nationwide Retirement Institute, Kristi Rodriguez, Senior Vice President, leads the teams responsible for advocating for and educating members, partners, and industry leaders on issues impacting their…
recognition of our diligent financial management, focus on sensible growth initiatives and expense controls, and commitment to a strong and sustainable business model that ensures security for our clients and partners…
APERTURE is M’s digital marketing platform, supporting Member Firms and strategic partners with access to: Thought leadership and education. Content customized to target demographics.…
Magnet Financial Professionals have access to an extended network of M Financial resources including but not limited to Member Firms, carrier sponsors, and strategic partners. ‹ Back to Magnet.…
Our Member Firms, partners, and support teams collaborate on life insurance, wealth management, and executive benefit solutions for our clients. Culture of Innovation.…
consistent appearance on the Ward’s 50 reflects the quality of business placed by M Member Firms and the strength and sustainability of M Financial’s business model, ensuring security for our clients and partners…
Building valuable relationships is at the core of our two-year program – with industry experts, leading insurance carriers, essential strategic partners, M mentors, and your program peers.…
Brooks Tingle. , President and CEO of John Hancock Insurance, pointed to the long-standing partnership between M and John Hancock when it decided to invest in Magnet.…
Before joining New York Life, Russell spent over 10 years at McKinsey & Company, where he was a Partner and leader of the firm’s Services Strategy and Operations Practice.…
Houghton Financial Partners. — El Paso, TX. Brady Knight —. Winged Keel Group. — Houston, TX. Kenneth Knox —. Tenzing Insurance Strategies. — Needham, MA. Robert C. Kulle, Jr. —.…
More than 400 attendees from Member Firms, M Financial, and industry partners gathered for four days at the J.W.…
We sought to celebrate M’s brand history while adopting a modern appearance and digital best practices that enable clients, key advisors, and strategic partners to quickly understand the value of our products…
Michael Houghton — Houghton Financial Partners, LLC — El Paso, TX. Shane Johnson — Perspective Financial Group, an Alera Company — Berwyn, PA. Brady Knight — Winged Keel Group — Houston, TX.…
Kimberly Jeffries Leonard. , President of The Links, announced their partnership. Wes expressed a desire to have a more diverse pool of talent, and Crystal reached out to Graham and me.…
M Announces New Partnership with The Links, Incorporated. ‹ Back to Newsroom. September 23, 2019. M Announces New Partnership with The Links, Incorporated.…
“Dave, you’re one super guy,” said Neal Groff, President of Member Firm Groff Team Partners LLC. “You are absolutely the gold standard in our industry — you looked at details.…
M Financial Celebrates 30-Year Partnership with John Hancock. ‹ Back to Newsroom. January 27, 2022. M Financial Celebrates 30-Year Partnership with John Hancock.…
M Financial Celebrates 40-Year Partnership with Pacific Life. ‹ Back to Newsroom. November 3, 2023. M Financial Celebrates 40-Year Partnership with Pacific Life.…
During their two-year professional development journey, Magnet Financial Professionals work directly with M Financial Group partners to contribute to the success of both M and Member Firms.…
M Vision. Fund Prospectuses. Fund prospectuses for M Vision Pacific Life SVUL are available below. Pacific Select Funds. PSF Diversified Bond P (Western Asset). PSF Emerging Markets P (Invesco). PSF E…
The COVID-19 pandemic has strengthened long-standing carrier partnerships with Magnet Gold Sponsors Nationwide and Pacific Life as the program dives deeper with additional tools and trainings delivered…
OUR SOLUTIONS. M Wealth. Index and Statistics Definitions Used by M Wealth. Indexes Used by M Wealth. Russell 3000. – The index measures the performance of the largest 3000 US companies representing a…
Combining a long-term, data-driven approach with the strength of M Financial's resources and partnerships, we deliver a robust, cost-effective investment advisory solution. Explore M Wealth ›.…
Strategic Partners & Sponsors. Cobranding shows a partnership between M Financial and another company and represents an exchange of credibility between brands.…
