M Financial Group Welcomes Longfellow Financial, LLC, dba Longfellow Benefits, to Network of Member Firms
PORTLAND, OR, SEPTEMBER 5, 2007—M Financial Group (“M Financial”) today announced that Longfellow Benefits has become a Provisional Member Firm. Based in Boston, Massachusetts, Longfellow Benefits is an insurance brokerage and consulting firm specializing in qualified retirement plans (401(k)), health and welfare programs, and life insurance, including estate planning, succession planning, bank owned life insurance (BOLI), and corporate owned life insurance (COLI).
Established in 1999 with the objective of delivering outstanding customer service and strategic advice to clients, Longfellow Benefits has emerged as one of the nation’s premier employee benefits firms. Under the leadership of Founders Craig S. Cerretani, Joseph M. Gray, Philip G. LeBlanc, and Kenneth P. Stanger, Longfellow Benefits is one of Boston’s most successful companies and was ranked by the Boston Business Journal as one of the “Best Places to Work” in 2006 and 2007. Longfellow Executive Benefits, a subsidiary of Longfellow Benefits, currently conducts joint venture work with another M Financial Member Firm, M Benefit Solutions, and is a member of the BOLI Advisory Board. Longfellow Benefits holds professional affiliations with AALU, NAIFA, NEEBC, and SHRM. For more information on Longfellow Benefits, please visit www.longfellowbenefits.com.
Fred H. Jonske, president and chief executive officer of M Financial Group, said: “Craig, Joe, Philip, and Ken lead a dynamic company strongly aligned with the culture of M Financial and well positioned for growth. We look forward to supporting Longfellow Benefits – and their team of skilled professionals – with the resources necessary to expand their business and enhance the services they offer to clients. It is a great pleasure to welcome Longfellow Benefits to the M Community.”
About M Financial Group
With over 115 Member Firms, M Financial Group is one of the nation’s leading financial services design and distribution companies. Since 1978, M Financial’s network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. For more information about M Financial Group, please visit www.mfin.com.