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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.…
Wealthscape InvestorSM is an on-line brokerage portal offered by Fidelity Brokerage Services LLC ('FBS') and National Financial Services LLC ('NFS').…
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.…
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.…
Many employers provide group long-term disability (LTD) insurance to their employees, but is this coverage sufficient?…
Since mid-1989, this composition has been more flexible and the number of issues in each sector has varied. It is market-capitalization weighted.…
Williams, CLU, ChFC, is founder and president of Peter M. Williams & Company, a Member Firm of M Financial Group since 1990.…
JD, LLM, is Managing Principal of Capital Strategies Group, Inc. He directs the areas of wealth transfer and executive benefits.…
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?…
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…
M Financial Group is pleased to announce Steve Sanders as our new Chief Operating Officer.…
Jacalyn Jalbert, 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.…
To support relief efforts, M Financial is donating to: World Central Kitchen. — World Central Kitchen’s relief team is in Central Texas to support communities impacted by the catastrophic flooding.…
Brian Houston is a business development manager at Voya Investment Management for strategic partners — retirement services group.…
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.…
Eden is a partner and shareholder at Nease, Lagana, Eden & Culley, an M Financial Group Member Firm.…
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.…
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…
Innovation is in our DNA, and with Magnet, you will continue this important tradition of advocating for our clients. Search Magnet Jobs ›. Exclusive products.…
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.…
Because serving the needs of exceptional clients is our passion, and our only business.…
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,…
Digital and mobile technology is changing the way people research and buy life insurance.…
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.…
The CaddyShack is decked out with championship pool tables, steel-tip dart lanes, table shuffleboard, Full Swing™ Golf Simulator, Giant JENGA, and classic arcade games. Arcade.…
“By contrast, when this broad middle is resilient, the benefits circulate widely.…
“M is in an extremely strong position right now.…
M Financial Group is pleased to welcome our new President and CEO Russell Bundschuh. Click here to read our news release.…
And importantly, M Marketing Meeting 2023: Our Difference Is Our Strength was a time to connect as friends and colleagues united in a spirit of growth and optimism for the future.…
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.…
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.…
The Red Cross provides clothing, food, drinking water, shelter, emergency supplies, and relief to those it serves, and is committed to ongoing recovery efforts.…
Andy Friedman is known for his unique insight and analysis of the political landscape and prospective legislation.…
Nationwide’s Financial Alliance for Racial Equity (FARE) initiative. , M Financial is working with Nationwide’s leadership, Historically Black Colleges and Universities (HBCUs), and others in the financial…
“After just a couple of years of setting the stage, we are starting to enter our stride to bring to life the change and the growth that is needed for our community to continue to prosper and succeed,”…
ACTEC is a renowned organization comprised of peer-elected trust and estate attorneys and law professors practicing in the United States and internationally.…
Majestic VUL 25 is client-focused and presents a single, flexible solution to take advantage of long-term growth potential, supplement future income, protect assets with optional riders, and leave a tax-free…
Barens is a Principal of Mullin Barens Sanford Financial. Prior to co-founding MBS, she spent more than 25 years at MullinTBG and Mullin Consulting.…
(M Funds) is a cornerstone of M Financial’s exclusive products, available through more than 50 select variable life insurance products and annuity products. Services.…
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.…
There is a need for this in the industry.”.…
The imprint of Eli on the foundation of M Financial is profound. Simply put, without Eli, there would have been no M. This memorial site is but a small thank you.…
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…
M Financial is pleased to recognize several members of our Member Firm community who received National Association of Plan Advisors (NAPA) industry accolades in 2025. 2025 Top DC Advisor Teams.…
M Financial is committed to the success of professional advisors served by our Member Firms.…
He is also responsible for strengthening our internal government affairs capabilities.…
“M Financial and the industry are at an inflection point and Russell Bundschuh is the right leader for us and for this moment,” said David Byers, M Financial Group’s Board Chair.…
Mark is survived by his wife Paula, 5 children, and 3 grandchildren. Share your memory of Mark Solomon.…
M is looking for extraordinary people, and the benefits are significant. Collaborate with the best minds in the industry.…
He is responsible for ensuring the timely and accurate delivery of insurance and benefit reporting and maintaining a high level of client satisfaction.…
He is a Finseca Gold Ambassador and on the MFH Government Relations Advisory Committee. Preston has a B.S. in accounting from Washington & Lee University.…
M Financial is committed to the success of professional advisors served by our Member Firms.…
