M Financial was founded on the principal that “off-the-shelf” products often do not meet the needs of ultra-affluent and corporate clients. Since 1978, M Financial has worked closely with the nation’s most prestigious insurance carriers and investment firms to develop innovative products with unique features and flexible options that complement the needs and objectives of Member Firm clients.
Proprietary products are a natural fit for M Financial. Together, Member Firms have a strong entrepreneurial spirit, are creative and innovative, and are always looking for better ways to help their clients achieve their goals. In addition to the innovation and creativity of Member Firms, a number of factors drive M Financial’s success with proprietary products, including:
The result of M Financial’s relationships, favorable experience fundamentals, and commitment to in-force management can be seen in a diverse selection of exclusive products offered by North America’s most recognized and respected insurance brands. The first M proprietary products were launched in 1996. Today, Member Firm clients have access to more than 20 M-priced proprietary products, a level of product access unparalleled in the industry.