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The Significance of Diversity in Financial Services. ‹ Back to Magnet Posts. December 17, 2020. The Significance of Diversity in Financial Services.…
M Financial supports the success of its Member Firms and clients through industry-leading expertise, exclusive products, and flexible support services. Learn More ›. Products. Services. Platforms.…
M Member Firms come in all sizes and specialties, but their commitment to excellent service and client advocacy is the same. Find a Firm ›. ACCOUNT ACCESS. M Benefits Portal ›.…
Our immersive training and mentoring enable motivated individuals to develop the skills and strategies needed to craft an exceptional career in the financial services industry. View Magnet Careers ›.…
Financial institutions and membership organizations partner with M for superior solutions and services. Strategic Partners ›. Carriers.…
Magnet’s salaried, two-year professional development program provides immersive training and extensive mentoring to help you build a successful career in the financial services industry.…
M Member Firms come in all sizes and specialties, but their commitment to excellent service and client advocacy is the same. Find the firm that’s right for your needs below. Reset. Reset.…
M Contributes to The American College Center for Ethics in Financial Services Report. ‹ Back to Newsroom. July 30, 2024.…
SVP, Member Firm Services. Dallas, TX. As SVP, Member Firm Services, Brooke leads across-functional team delivering core services and support to M Financial’s network of Member Firms.…
Services. A comprehensive suite of services.…
Careers. Experts Wanted. M is looking for extraordinary people, and the benefits are significant. Collaborate with the best minds in the industry. Enjoy the camaraderie of a small-company vibe while w…
Wealthscape InvestorSM is an on-line brokerage portal offered by Fidelity Brokerage Services LLC ('FBS') and National Financial Services LLC ('NFS').…
Become a Firm. We welcome the opportunity to explore new relationships with firms that share our core values. The addition of new Member Firms brings new perspectives, new leaders, and new possibiliti…
Finseca is the trusted, influential voice representing the financial services industry in Washington, D.C.…
M Financial supports the success of its Member Firms and clients through industry-leading expertise, exclusive products, and flexible support services that work in concert to deliver the highest quality…
Magnet Blog. Insights into our program, people, and partners. Explore how Magnet offers more opportunity to lead. No items found. Show More Results. ACCOUNT ACCESS. M Benefits Portal ›. Wealthscape In…
This culture of innovation has led to an array of exclusive products and services, and a commitment to client advocacy that is unparalleled in the industry. Our Mission.…
Through our partnerships with like-minded organizations, we aim to foster a more inclusive life insurance and financial services industry that opens the door for future Black history-makers.…
To survive the disruptive sea change that’s happening across the financial services industry, you need to uncover and emotionally articulate the life transformations you deliver each day to your clients…
Carrier relationships drive stronger solutions and service.…
Sheri, a financial services marketing, sales, and brand expert, is innovating in financial services with digitalEQ™ (Digital Emotional Intelligence). digitalEQ is Sheri’s highly personalized approach to…
– Our services and capabilities. BOLI Primer. – the “ABCs” of BOLI. BOLIPro. – Our proprietary administrative website.…
In this role, Jeff will oversee the various teams across our M Benefit Solutions and Retirement Services operations, including M’s offerings of executive-level benefits, BOLI/COLI, and retirement services…
COO, Steve is responsible for overseeing daily operations across M Financial’s Distribution businesses — Insurance Solutions (including Product), Wealth Solutions, Corporate Solutions, and Member Firm Services…
As SVP, Corporate Solutions, Jeff oversees M Financial’s M Benefit Solutions and Retirement Services offerings, including executive-level benefits, BOLI/COLI, and qualified and nonqualified deferred compensation…
• Financial Services Institute — Investment Advisory Services Committee. • Society of Actuaries webinar. • KPMG webinar. • PNC webinar.…
Fee-only investment advisory services for Member Firms and clients.…
Steve is responsible for overseeing daily operations across M Financial’s Distribution businesses — Insurance Solutions (including Product), Wealth Solutions, Corporate Solutions, and Member Firm Services…
Our network of 140+ Member Firms delivers expert advice and guidance to high net worth clients who need complex insurance and financial planning services.…
As VP, Head of Corporate Solutions, Jeff oversees M Financial’s M Benefit Solutions and Retirement Services offerings, including executive-level benefits, BOLI/COLI, and qualified and nonqualified deferred…
Former Citizens Investment Services. New York, NY. Christopher Weyrauch stepped down as President and CEO, Head of Wealth Management, at Citizens in 2024.…
Collaborating at the strategic level with M Financial enables organizations to work with leading insurance and financial experts on custom solutions and programs that can be scaled to deliver superior service…
Alkeme Financial Services. , The Burgess Group. , Crescent Wealth Advisory. , Elevated Strategies Insurance Services. , Golconda Partners, LLC. , Holleman Life Insurance Advisory. , Sandstone Life Strategies…
Russell Bundschuh oversees all strategic and operational aspects of M Financial, including the development of resources and services designed to enhance Member Firm success and the overall growth of the…
Our proprietary products include: Pacific Life – MVP Series, M Vision SVUL. Nationwide – Marathon Series. John Hancock – Majestic Series. Pacific Life, Prudential – Magnastar ® PPLI.…
Launched as a pilot program in April 2025 and followed by a scaled rollout to Member Firms by year-end, M’s Back Office Solutions (BOS) offers Member Firm support services including plan design, product…
Before joining New York Life, Russell spent over 10 years at McKinsey & Company, where he was a Partner and leader of the firm’s Services Strategy and Operations Practice.…
Former professional soccer player Tamba Johnson chose a career in financial services to help his West African community of Sierra Leone.…
Member Firms and their key advisors for three days of enriching discussions, strategic insights, and invaluable networking opportunities aimed at navigating the evolving landscape of high-net-worth client services…
Only 250 were selected, including the following professionals from M Member Firms: The list, a collaboration between Forbes and SHOOK Research, offers a performance ranking of the 250 top financial service…
Our Services. Experienced service.…
Founded in 1978 in Portland, Oregon, M Financial has built a national reputation for premier life insurance distribution and advisory services.…
Frontline professionals who can personalize digital interactions and help individuals identify products and solutions to meet their needs can build a successful career in the financial services industry…
objectives and overseeing all aspects of Member Firm development, including producer development through M's award-winning Magnet Program, Member Firm training, and the development of back-office support services…
"The Finseca Advanced Markets conference was a wonderful opportunity for so many financial services professionals to take our message directly to policymakers," said Jeff Bear, VP, Member Firm Recruitment…
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…
In this newly established role, Greg will focus on growing M Financial’s network of financial services professionals, including facilitating the introduction of wealth advisors and insurance producers…
Professionals who are passionate about sharing knowledge with others can leverage this opportunity to build a rewarding career in financial services.…
With more than 130 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.…
Recent surveys indicate that many principles in the financial services industry do not have a succession plan in place, despite being in their late-stage fifties or older.…
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.…
M employees in Dallas were in attendance to celebrate and support the incredible services BBBS Lonestar provides local children.…
TV has an extensive background working at the highest levels in industries like P&C and life insurance, financial services, banking, real estate, automotive, and private equity.…
A collaboration between Forbes and SHOOK Research, the Top 100 and Best-in-State lists offer a qualitative and quantitative performance ranking of the top financial service professionals in the United…
His areas of expertise include fiduciary services, plan design consulting, relationship management, and plan provider due diligence.…
M Financial President & CEO Russell Bundschuh kicked off the event by presenting the steps taken over the past year to strengthen M’s portfolio of solutions and services and outlining the road ahead for…
Chamberlain Group Financial Services. When it comes to seeking advice from financial advisors, studies show that women feel underserved and undervalued.…
Jason joined M with 16 years of experience as an attorney, including 11 as general counsel and chief compliance officer for Capital Institutional Services, Inc. (CAPIS) in Dallas.…
With 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.…
M Financial President & CEO Russell Bundschuh initiated the mural project to serve as reflection points on the legacy created by M Financial’s founders, service to M Member Firms, and spirit of innovation…
