M Financial's dynamic history includes the
introduction of a number of unconventional initiatives.
M Milestones | 1978 | Founded as a collaborative network of independent Firms |
| 1981 | M Financial Re formed to reinsure business written by Member Firms |
| 1983 | Relationship formed with Pacific Life |
| 1984 | M invests in technology to support client administration |
| 1986 | M leads industry in shaping tax legislation for Corporate Owned Life Insurance |
| 1989 | M authors the first ABA Primer on Life Insurance Due Care, establishing M as a leading client advocate |
| 1992 | M positions the M Community as a leader in variable life products |
| 1993 | M hosts first National Advisors Conference establishing NAC as a preeminent meeting for Advisors of the ultra affluent |
| 1996 | M Funds offered through variable products |
| 1996 | First proprietary life products (Majestic Series) offered through John Hancock |
| 1997 | First proprietary disability product (MonograM) offered through Unum |
| 1998 | M reorganization is finalized with introduction of ICP |
| 1999 | M develops MVP with Pacific Life |
| 2000 | M introduces proprietary private placement product |
| 2000 | M's Broker/Dealer, M Securities, is launched |
| 2001 | Member Firm Growth Task Force initiatives are implemented |
| 2004 | M Wealth is launched |
| 2005 | M introduces underwriting support for Member Firms |
| 2006 | M annual sales top $1 billion for the first time |
| 2007 | M annual sales top $2 billion for the first time |
| 2008 | M completes Stockholder liquidity program |
| 2009 | M introduces proprietary private placement variable annuity product |
| 2010 | M authors The Advisor's Guide to Life Insurance, published by the ABA, solidifying M's position as the industry's leading client advocate |
| 2011 | Relationship formed with TIAA-CREF Life Insurance Company |
| 2012 | M develops M Intelligent Series with TIAA-CREF Life Insurance Company |