M Financial Receives 2025 Ward’s 50^® Award

Ward, a business unit of Aon and a trusted leader of benchmarking and best practices for the insurance industry, presented M Financial Group with a 2025 Ward’s 50^® award for qualifying as a top-performing life insurance company.

The Ward’s 50 annual life-health award recognizes 50 U.S.-based life and health insurance companies that meet safety and consistency standards and demonstrate superior financial performance over a five-year analysis period. Nearly 700 life and health insurance companies are analyzed annually for consideration of the award.

For the year ending 2024, M Financial reported:

• $202 billion — Amount of life insurance in force*
• $46 billion — Cash value of in-force policies*
• $80 billion — Reinsurance face amount assumed by M
• $2.3 billion — Sales measured by first-year premiums

M’s consistent appearance on the Ward’s 50 reflects the quality of business placed by M Member Firms and the strength and sustainability of M Financial’s business model, ensuring security for our clients and partners.

“We’re proud to once again meet the exacting financial performance and operational excellence standards required for the Ward’s 50 award,” said Russell Bundschuh, President & CEO of M Financial Group. “M Financial’s recognition on this prestigious list reflects our disciplined and enduring commitment to financial strength and stability. As we continue to build momentum and execute our multi-year strategic plan, one focused on sustainable growth across our Member Firms and business lines, I look forward to M Financial consistently being a contender for the Ward’s 50.”

For more about the award, please read Ward’s announcement.

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 email M Financial’s Communications team at communications@mfin.com or visit our website at mfin.com.

Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluations.

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