About Us

For more information on
M Financial, please read an article from the October/November 2008 edition of Private Wealth magazine entitled,
"A Class of Its Own."
  • Founded in 1978, M Financial Group was created to change how insurance companies served high net worth and executive clients.
  • In 1981, M Financial Re was formed to re-insure business written by M Member firms.
  • Currently, M is one of the nation's premier financial services companies serving affluent individuals and Fortune 1000 companies through a network of over 120 independent firms.
  • M member firms are responsible for more than 20% of ALL life insurance sales to affluent clients in the United States. (Source: Spectrum Group)