Joshua Caron, M’s VP of Government Relations, emphasizes how building an engaged and sustained presence with lawmakers is key for ensuring our Member Firms are informed about the latest moves in Washington, D.C., enabling them to help their affluent clients strategically plan for the future.

Further, he outlines how M Financial and our Member Firms have cultivated a robust client advocacy presence on Capitol Hill, making sure lawmakers and decision-makers are educated on how proposed legislation and regulation may affect the longstanding protections provided by life insurance.