M Financial is proud to announce our expanded partnership with Principal Financial Group to enhance our suite of business and individual disability insurance offerings.
Prior to the expanded DI partnership, M had a well-established relationship with Principal as one of M’s 401(k) recordkeeping partners, providing retirement services capabilities, recordkeeping, and investment solutions.
“It has been a real pleasure to work with Principal’s highly skilled staff to bring this expanded relationship to M Financial,” said Jessica Dunner, M’s Sr. Carrier Relationship Manager. “The expansion of our partnership with Principal to offer their comprehensive disability insurance solutions to our Member Firms marks yet another opportunity to build on the growth we’re seeing in this market.”
The decision to collaborate with Principal as an M Specialty Carrier for the DI market followed an extensive evaluation, said Tami Barraclough, M’s Director of Disability Insurance.
“Principal has a strong market position and outstanding reputation in the industry with market-leading individual and business disability insurance products,” Barraclough said. “Their financial strength and top-tier insurance ratings are backed by great people dedicated to providing quality service in support of their business, and we’re thrilled to welcome Principal as a new M DI carrier.”
With more than 130 Member Firms in 36 states and 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.