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The depth of services behind every interaction at M Financial and our Member Firms helps solve the most complex client needs, ensuring the highest quality experience and best outcomes.
Specialized support to manage complex cases
Insights rooted in 40+ years of experiential data
Transforming the life insurance experience
M’s in-house experts help financial professionals deliver solutions that align to client needs by providing:
Grounded in the latest intelligence on tax, legal, and regulatory issues, the M new business team delivers significant value to Member Firms and their clients.
The highly skilled case design team at M supports financial professionals through:
M has 14 full-time credentialed actuaries available to assist financial professionals with:
M assists financial professionals with guidance and services at all stages of the underwriting process, from basic questions answered within hours to help with underwriting appeals. Services include:
As an independent broker-dealer and RIA, M Securities provides a business-friendly compliance environment that prioritizes Member Firm business processing and puts client relationships first. We support a full selection of broker-dealer and investment advisory offerings at some of the highest payouts in the industry.
M supports a diverse platform of international product options to meet the complex needs of global corporations and clients:
We fully align ourselves with the interests of clients, putting the needs and goals of our clients first by reinsuring our products and treating all relations as persistent, long-term commitments.