The Magnet Program is changing this. Read the blog. to hear how Magnet Financial Professionals and mentors are focusing on this large and growing client segment. Taking their own paths.…

M Financial is a network of 135+ Member Firms connected by deep insurance and financial planning expertise.…

M Financial is owned by its Member Firms.…

M is a community of insurance and financial planning experts who work collaboratively to advance their clients’ interests.…

M BENefit Solutions. Event Materials. M Benefit Solutions provides technical and consultative expertise to guide management through the complexities of properly structuring a BOLI program including de…

M is deeply embedded in the diverse communities we serve and the organizations we work with. Philanthropic activities.…

Dan Ariely is known for his research on behavioral economics. He’ll lead an engaging discussion on his findings and their relevance to financial decision-making.…

What do your HNW clients and key advisors need to know about how the reinsurance sector is responding to current market conditions?…

M Securities is a full-service broker-dealer and registered investment adviser, offering a broad array of investment solutions for clients whose needs can be complex.…

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.…

Since mid-1989, this composition has been more flexible and the number of issues in each sector has varied. It is market-capitalization weighted.…

One of the things that is really important to us is making sure we can reach more diverse communities.…

Analyzing data is an integral part of Kristi’s role. We know there is power in data, and research shows that financial organizations need to address systemic issues for diverse talent to rise.…

Lauren is President and CEO of Thomas Financial.…

I’ve applied – what is the next step? Qualified candidates will be contacted directly to move forward to the interview process. What is the base salary?…

Tovah Truini. , Sales Manager at Nationwide, “Our relationship with M is different from how we partner with other carriers.…

Greenberg, CLU, AEP, MRFC, is a founding partner of Greenberg & Rapp Financial Group, an M Financial Group Member Firm since 2004 and a leading insurance and wealth management firm within M.…

Jacalyn Barens, Magnet Financial Professional at Chamberlain Group, is one of those people.…

Magnet is the financial industry’s premier professional development program.…

Finseca is the trusted, influential voice representing the financial services industry in Washington, D.C.…

Many employers provide group long-term disability (LTD) insurance to their employees, but is this coverage sufficient?…

Williams, CLU, ChFC, is founder and president of Peter M. Williams & Company, a Member Firm of M Financial Group since 1990.…

With continued growth of the global financial market, the demand for financial advisors is increasing, and many ambitious professionals are considering this career path.…

JD, LLM, is Managing Principal of Capital Strategies Group, Inc. He directs the areas of wealth transfer and executive benefits.…

Ian unpacks the geopolitical landscape and its impact on the U.S. economy, climate issues, cybersecurity, and more.…

Brooke is responsible for facilitating the success of M's growth objectives and overseeing all aspects of Member Firm development, including producer development through M's award-winning Magnet Program…

There is an emotional and educational side of insurance, and we can tap into both. There is also the financial literacy side.…

Eden is a partner and shareholder at Nease, Lagana, Eden & Culley, an M Financial Group Member Firm.…

Tracy Brower is a sociologist studying work-life fulfillment and happiness. She is the author of a new book, The Secrets to Happiness at Work. , as well as.…

This partnership is a part of the Links Economic Empowerment Program (LEEP) launched under the administration of national president Dr. Kimberly Jeffries Leonard.…

Why DI is Important Now. ‹ Back to M Voices. June 4, 2023. May is Disability Insurance Awareness Month.…

Not all companies have this much to offer, and this is a program that is truly investing in us. GC: We have the right tools that ensure that we’re truly able to put the client first.…

Lockwood II is the Managing Partner of MBL Advisors in Charlotte. The firm focuses on business exit planning, wealth management, executive benefits, and wealth transfer planning.…

Jonathan Godsall provides data-driven insights into how the insurance industry is adapting to meet the expectations of the client of the future.…

She shared specific strategies for advisors in this market and how the industry is changing to better reach this audience. Kedra Newsom.…

Many of the topics centered on the increasingly contentious atmosphere between political ideologies, and how gridlock is preventing meaningful action on key issues facing our region and the nation.…

Andy Friedman is known for his unique insight and analysis of the political landscape and prospective legislation.…

Innovation is in our DNA, and with Magnet, you will continue this important tradition of advocating for our clients. Search Magnet Jobs ›. Exclusive products.…

Information is secure, compliant, and intuitive to access. Even the most complex client service and administrative processes are completed in less time and with fewer headaches.…

Because serving the needs of exceptional clients is our passion, and our only business.…

Brian Houston is a business development manager at Voya Investment Management for strategic partners — retirement services group.…

Digital and mobile technology is changing the way people research and buy life insurance.…

Magnet is a cutting-edge development program designed to recruit and train the next generation of top-tier financial professionals. View Magnet ›. M Benefit Solutions.…

Her unique experience as an ERISA attorney and an advisor helps her bring governance solutions for the day-to-day issues that are an inevitable part of running a successful retirement plan.…

Dan Rather is best known for his 24-year tenure as anchor of. CBS Evening News. He was among the founders of the news program. 48 Hours. in 1988, and beginning in 1999, he anchored. 60 Minutes II.…

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…

M Financial is proud to have been the presenting sponsor at Big Brothers Big Sisters Columbia Northwest 2023 Gala, “Building Bridges Together,” held September 16 at the Portland Art Museum in Portland,…

Colin Devine is Principal of C. Devine & Associates as well as Operating Partner with Health Catalyst Capital, a venture capital fund that in high-growth InsurTech-enabled businesses.…

Jennifer: A huge part of a person’s wellbeing is being able to live life proudly and feel accepted.…

Innovation is in M’s DNA. M began the rebrand process 18 months ago as a part of our strategic plan. The initiative couldn’t have been timelier, as the pandemic has moved so much of our lives online.…

Mark McCullough is a Principal at CAPTRUST, where he works with clients and their advisors to provide expert advice and creative solutions to complex financial challenges.…

M Financial Group is pleased to welcome our new President and CEO Russell Bundschuh. Click here to read our news release.…

Ella is the co-founder of Wellth Works, a preeminent consultancy and coaching agency for emerging and established female family leaders.…

Todd Buchholz is a former White House director of economic policy, former managing director of the $15 billion Tiger hedge fund, a Harvard University economics teacher, and an acclaimed author of several…

For individuals, families, and business owners with substantial assets and complex financial needs, M Financial is the gateway to a community of elite Member Firms and industry partners.…

Sometimes less is more. The M badge should only be used when it’s clearly understood as a symbol for M Financial Group. Context is key.…

The article is focused on how the changes will impact retirement planning. The Forbes article provides clarity on the many complex details of this change to tax law.…

The Red Cross provides clothing, food, drinking water, shelter, emergency supplies, and relief to those it serves, and is committed to ongoing recovery efforts.…

“One of the biggest things, especially working in the insurance industry, is thinking about breaking tasks into tangible, meaningful parts,” said.…

Senior Editor-at-Large, will analyze the current issues most important for insurance and wealth management, including the state and future of the economy, the midterm elections, the future of work, and…