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M Financial’s long-standing partnerships with industry-leading carriers have led to the creation of 16 exclusive life and disability insurance products.…
Products. Unmatched portfolio of products for high net worth clients.…
We created M Vision, our proprietary brand, to design and offer M clients the most exclusive products, tailored specifically to their needs.…
M Financial supports the success of its Member Firms and clients through industry-leading expertise, exclusive products, and flexible support services that work in concert to deliver the highest quality…
M Securities provides access to diverse offerings including investments, insurance, annuities and advisory products, and services and platforms.…
This culture of innovation has led to an array of exclusive products and services, and a commitment to client advocacy that is unparalleled in the industry. Our Mission.…
We offer industry-leading expertise, exclusive products, and flexible support services that, in concert, enable these professionals to deliver the highest quality experience to their clients.…
Products. M offers a diverse selection of exclusive products developed through our relationships with leading insurance carriers.…
Pacific Life currently offers five M exclusive products through the MVP series and MAGNASTAR®. 1983. Unum relationship enables M to diversify into disability insurance.…
Carrier and product selection. Multi-product designs. Actuarial Services. M has 14 full-time credentialed actuaries available to assist financial professionals with: Plan design.…
Exclusive products. For more than 40 years, M Financial has been designing and delivering solutions customized for our uncommon clients.…
(M Funds) is a cornerstone of M Financial’s exclusive products, available through more than 50 select variable life insurance products and annuity products. Services.…
The American Council of Life Insurers (ACLI) advocates on behalf of 280 member companies dedicated to providing products and services that promote consumers’ financial and retirement security.…
Brian is responsible for selling and servicing Voya investment management products to broker-dealers, along with investment portfolios and subaccounts in retirement and annuity platforms.…
Whether tapping into the specialized expertise from leaders in the insurance industry or our array of exclusive products with preferred pricing, a collaboration with M Financial adds value to your client…
Many organizations provide a training experience that is more focused on selling a particular product than on holistic solutions to help their clients reach their financial goals.…
Consider This: Client research and awareness of products and solutions has moved online. Adoption of digital non-medical underwriting is growing.…
How the Changing Macroeconomic Environment Will Impact Insurance Products. Tod Nasser. , Executive Vice President & Chief Investment Officer at Pacific Life, and.…
Demand for life insurance products is growing—a trend that’s expected to continue.…
With a mission to revolutionize life insurance distribution and change the dynamics between producers and product manufacturers – always putting the client first – he set out to build a network of the…
— FAST, a Verisk (Nasdaq:VRSK) business, announced today that M Financial Group has licensed FAST software to help provide innovative products to its Member Firms and their clients.…
Dennis McMahan. , M’s Director of Product Management, discusses the two key reasons why demand for private placement life insurance products has grown, and the impact of the 2021 changes to the tax laws…
Henry’s prior experience includes senior positions in liability valuation and pricing, asset and liability management, and as a credit officer specializing in banks, finance companies, and structured products…
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…
M Member Firms leverage the strength of the entire M community to deliver superior solutions to clients: Access to exclusive products designed for HNW individuals, executives, and employers.…
Marc-Andre Giguere discussed possible ripple effects on client crediting and return rates, emerging trends in risk management, changes to expect in products and mortality, and how the sudden necessity…
M will begin offering differentiated insurance products and support to. PNC’s Wealth Management®. and. Hawthorn, PNC Family Wealth®. clients.…
Cody maintains an Oregon law license and a life insurance license, and he is a Registered Representative for Investment Company/Variable Contract Products with M Holdings Securities, Inc.…
We fully align ourselves with the interests of clients, putting the needs and goals of our clients first by reinsuring our products and treating all relations as persistent, long-term commitments.…
Access M’s suite of exclusive products at preferred pricing. Collaborate on custom educational and marketing programs, delivered digitally.…
Member Firms leverage the strength of the entire M community—from expertise and buying power to reinsurance and support—to deliver superior solutions to their clients, including: Access to exclusive products…
They’re supported through training, mentorship, exclusive access to proprietary insurance products, and a broad network of partnerships with top insurance companies.…
M Member Firm principals and producers and members of the M Team traveled to Washington, D.C. in March to attend Finseca's 2023 Advanced Markets conference and meet with congressional lawmakers.…
“Principal has a strong market position and outstanding reputation in the industry with market-leading individual and business disability insurance products,” Barraclough said.…
Leading investment companies also outlined what they see happening in the PPLI market and presented key information for PPLI producer success.…
From the onset of the partnership in 1983 through the following decades of collaboration on M-exclusive products and exceptional policy servicing, M’s close relationship with Pacific Life — our longest-running…
All you have to do is enter the strike competition or get your face painted for more chances to win cool Yeti products and gift cards! RSVP.…
From revolutionary concepts like proprietary products, in-force management, and forming a reinsurance company, to selflessly mentoring his fellow M Community members by sharing insights that elevated success…
M Principals and Producers Gather in Chicago and Dallas for M Connect. ‹ Back to Newsroom. June 10, 2024. M Principals and Producers Gather in Chicago and Dallas for M Connect.…
“This investment is significant because it allows our Magnet hires time to develop, time to learn their craft without the pressures to produce on day one.…
M BENefit Solutions. Event Materials. M Benefit Solutions provides technical and consultative expertise to guide management through the complexities of properly structuring a BOLI program including de…
“Collaboration and innovation have been a hallmark of these two great companies and has created one of the most successful relationships between a life insurance product manufacturer and a life insurance…
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…
