Carrier relationships

M Financial works closely with some of the country’s most prestigious insurance carriers and investment firms to develop customized products—priced using their improved experience fundamentals—aimed to exceed client expectations.

Given the buying power of the Group’s collective clients, negotiations with industry leaders have resulted in much more than just exclusive access to distinctive financial solutions. They have delivered exclusive pricing based on the experience of Member Firms, as well as ongoing pricing and servicing enhancements that are passed on to existing clients.

Partner Carriers

John Hancock (since 1991)
Nationwide Financial Services, Inc. (since 2006)
Pacific Life Insurance Company (since 1983)
Prudential Select Brokerage (since 1987)
TIAA-CREF Life Insurance (since 2011)
Unum (since 1991)

Associate Carriers

ING Life Companies (since 1978)
Lincoln Benefit Life (since 1998)
Lincoln Financial Group (since 2002)

Specialty Carriers

MetLife, Inc. (since 2004)
SunLife (since 2006)