Since 1978, M Financial’s network of independent insurance, investment and executive benefit firms has served the needs of affluent individuals, corporate executives, entrepreneurs and Fortune 1000 companies.
M Financial was founded on the principle that “off-the-shelf” products often do not meet the needs of the ultra-affluent and corporate markets. For more than 40 years, M Financial has worked closely with some of the nation’s most prestigious insurance carriers and investment firms to pioneer innovative solutions. The client base of Member Firms represents the experience of the ultra-affluent marketplace. Access to this experience data, combined with the collective buying power of these clients translates into the ability to create proprietary products designed specifically for wealth preservation, wealth transfer strategies, and executive benefits programs. These products are available exclusively to the clients of M Member Firms.
M Financial Re, a life reinsurance company owned by M Financial stockholders, reinsures a significant percentage of the business Member Firms write, providing Members with an equity stake in their business. M Financial Re also aligns the interests of producers and carriers for quality business and helps to facilitate strong relationships between Partner Carriers and M Financial. M Financial Re is a subsidiary of M Financial.