M offers a diverse selection of exclusive products developed through our relationships with leading insurance carriers. From life insurance to executive benefits to wealth solutions, M and our Member Firms can meet virtually any client need.
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The comprehensive suite of services that supports every interaction at M Financial and our Member Firms helps solve the most complex client needs, ensuring the highest quality experience and best outcomes.
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M’s digital platforms are transforming the life insurance experience, making it easier for clients and financial professionals to select and execute life insurance plans. Complex client service and administrative processes are completed in less time and with fewer headaches.
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Magnet is the financial industry’s premier professional development program. Our immersive training and mentoring enable motivated individuals to develop the skills and strategies needed to craft an exceptional career in the financial services industry.
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For nearly 50 years, M Benefit Solutions has been helping companies develop executive benefit and funding strategies that address their business goals and deliver an advantage in a competitive talent marketplace.
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M Wealth provides a full spectrum of specialized investment management services rooted in academic research and thoroughly vetted by our experts. We combine a long-term, data-driven approach with the strength of M Financial's resources and partnerships.
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M Securities provides access to diverse offerings including investments, insurance, annuities and advisory products, and services and platforms. We enable Member Firms to meet their clients’ unique needs while still maintaining independence.
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M Funds is a cornerstone of M Financial’s exclusive products, available through more than 50 select variable life insurance products, annuity products, and qualified plans.
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The M Vision brand—which includes our M Vision Pacific Life SVUL product and end-to-end digital platform—offers clients exclusive products and services designed and administered by M.
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