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M Financial Group

M Financial’s dynamic history includes the
introduction of a number of unconventional initiatives.

M Milestones
1978Founded as a collaborative network of independent Firms
1981M Financial Re formed to reinsure business written by Member Firms
1986M leads industry in shaping tax legislation for Corporate Owned Life Insurance
1989M authors the first ABA Primer on Life Insurance Due Care, establishing M as a leading client advocate
1993M hosts first National Advisors Conference (NAC) establishing NAC as a preeminent meeting for Advisors of the ultra-affluent
1996M Funds offered through variable products
1996First proprietary life products (Majestic Series) offered through John Hancock
1997First proprietary disability product (MonograM) offered through Unum
1999M develops M'VP with Pacific Life
2000M’s Broker/Dealer, M Securities, is launched
2004M Wealth is launched
2006M annual sales top $1 billion for the first time
2007M annual sales top $2 billion for the first time
2008M celebrates 30th anniversary
2009M membership exceeds 125 Firms