Carrier relationships drive stronger solutions and service

M Financial’s long-standing partnerships with industry-leading carriers have led to the creation of 16 exclusive life and disability insurance products. Plus, many carriers dedicate staff and resources to supporting M Member Firms and their clients.

Partner carriers
These strategically important and culturally aligned partnerships provide M with differentiated solutions in such areas as products, risk-sharing, services, underwriting/new business, resource allocation, and marketing/education collaboration.
Associate Carriers
Associate carrier relationships give M Member Firms and clients broad access to all of the carrier’s product offerings and potentially differentiated solutions exclusive to M as well.
Penn Mutual
Narrower in focus, specialty carrier relationships typically represent a niche offering, such as international business, executive benefits, or recordkeeping services.
Exceptional Risk Advisors
JP Morgan
Met Life
Pan American Life
Protective Life

Exclusive Capabilities

We offer access to exclusive products and services tailored to the needs of HNW individuals, executives, and business owners—providing value and excellence unparalleled in the industry for more than 40 years.