M Financial believes that performance and cost should be measured over the life of an insurance product, not with an initial illustration or the first year premium. This commitment to in-force management may be M Financial’s most powerful differentiating characteristic. M Financial is unique in the industry in both philosophy and practice—providing this level of service to clients is rare.
M Financial’s In-force Management Principles
Collaborate with Partner Carriers and align interests and philosophy.
Segregate M Financial’s superior experience – do not dilute quality with data from non-Member Firm clients.
Track experience and performance diligently.
Work with Partner Carriers to pass on improvements in underlying experience to existing clients.
The information above does not relate to the provision of investment advisory services.