Collective strength you can trust

“You get a lot of alternatives you wouldn’t get in most insurance situations…”

Rich McKay, President and CEO, Atlanta Falcons

Decades of experience and partnerships with leading life-insurance companies and respected tax attorneys play an important role in designing solutions for personal and corporate requirements. Our membership in M Financial can help our clients to benefit from immense pooled buying-power and products specially-designed for the most exacting personal and corporate demands.

In 2010, M Member Firms produced sales of $1.3 billion. Currently, Member Firms have more than $123 billion of face value in force and manage client assets in excess of $33 billion.

Furthermore, M Financial has a highly credible experience database focused exclusively on the high net worth market – which spans 30 years and represents over one million life years – that reflects the improved experience passed on to Member Firm clients through lower product charges.

• M mortality experience (actual death claims) is 28% less than the industry average
• M policy retention is five times better than the industry average
• M average face amount is five times higher than the industry average