M Across the Industry

December 31, 2024

M Across the Industry

M Financial engaged in a variety of industry events and occasions in 2024 as sponsors and participants, covering topics from underwriting to advanced markets. We were particularly proud to sponsor The American College of Trust and Estate Counsel’s (ACTEC) 75th Anniversary meeting. Also, we were equally pleased for M Financial professionals to have had thought leadership pieces published in the industry’s leading journals.

Industry & Partner Events

• ACORD Connect 2024

• American College of Trust and Estate Counsel (ACTEC) conference

• Faegre Drinker Life Insurance Symposium

• Finseca Advanced Markets Conference

• Pacific Life Educational Symposium

• SALI Fall Private Placement Conference

Collaborations

• ACORD — standardized U.S. life insurance application

• Hannover — electronic health record data standards

• Reinsurance Group of America — electronic health record data standards

• Financial Services Institute — Investment Advisory Services Committee

• Society of Actuaries webinar

• KPMG webinar

• PNC webinar

Published Articles

• On The Risk, The Journal of The Academy of Life Underwriting

• Trust & Estates Journal

• WealthManagement.com

About M Financial Group

With more than 140 Member Firms across the United States and in the United Kingdom, 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 and executive benefit firms has served the needs of high-net-worth individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.

For more information, please contact M Financial's Marketing & Communications team at communications@mfin.com.