Find a Member Firm
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 |
| 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 |
| 1993 | M hosts first National Advisors Conference (NAC) 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 |
| 1999 | M develops M'VP with Pacific Life |
| 2000 | M’s Broker/Dealer, M Securities, is launched |
| 2004 | M Wealth is launched |
| 2006 | M annual sales top $1 billion for the first time |
| 2007 | M annual sales top $2 billion for the first time |
| 2008 | M celebrates 30th anniversary |
| 2009 | M membership exceeds 125 Firms |