M Financial Group
M Financial Group is a leader in life insurance and financial services, serving high-net-worth clients and businesses through over 135 independent Member Firms. The company offers exclusive products and comprehensive services, supported by innovative digital platforms and strategic partnerships.
Services
M Financial Group offers a comprehensive suite of services designed to support interactions at M Financial and its Member Firms. These services cater to high-net-worth individuals, executives, and Fortune 1000 companies. Through their digital platforms, they simplify the life insurance experience, making it easier for both clients and financial professionals to select and execute life insurance plans. M Financial Group's subsidiaries, such as M Benefit Solutions, M Wealth, and M Securities, provide specialized services in executive benefit strategies, investment management, and access to diverse financial offerings.
Exclusive Products
M Financial Group offers a diverse selection of exclusive products developed through partnerships with leading insurance carriers. These proprietary products include offerings from notable providers like Pacific Life, Nationwide, John Hancock, and Prudential. The M Funds feature prominently in their product lineup, available through over 50 select variable life insurance, annuity products, and qualified plans. The M Vision Pacific Life SVUL product, known for its unique and sustainable pricing structure, is designed exclusively for M clients.
Member Firms Network
M Financial Group serves their high-net-worth clients and Fortune 1000 companies through a network of over 135 independent Member Firms across the U.S. and U.K. These firms leverage the collective strength and resources of the M community to deliver superior solutions to their clients. Despite being independent, Member Firms benefit from the collaborative environment fostered by M Financial Group, ensuring consistent and high-quality service.
Digital Platforms
M Financial Group's digital platforms, such as PRISM, SWIFT, and APERTURE, are transforming the life insurance landscape. These platforms enhance the life insurance process and improve client engagement by providing streamlined solutions for selecting and managing life insurance plans. They play a crucial role in making the interaction between clients and financial professionals more efficient and effective.
Professional Development Program
The Magnet program is M Financial Group's premier professional development initiative. It offers immersive training and mentoring tailored for individuals pursuing a career in the financial services industry. This program emphasizes skill development and professional growth, equipping participants with the necessary tools and knowledge to excel in the financial sector.