Expertise and Purchasing Power

Expertise

M Members represent some of the best and the brightest minds in the industry, and participate in a community of sharing that facilitates an exchanges of new ideas and best practices. This collaboration continues to deliver significant value to all Member Firm clients.

Member Firms are also actively involved in preserving the ability of clients to effectively plan for the future.

  • Twelve Member Firm Principals have served as president of the Association for Advanced Life Underwriting (AALU), the life insurance industry's preeminent advocacy organization; dozens more have served on the AALU Board and various committees.
  • M Financial is the only producer organization that is an active member of the American Council of Life Insurers (ACLI).

Purchasing Power

Collectively, M Member Firms are among the largest buyers of insurance and financial products in the nation. In terms of purchasing power, M Financial's results tell the story. Since 1978, M Financial's sales have grown at a compound annual growth rate of 23%. In 2008, M Financial's sales (including life insurance, annuities, disability, and 401(k) totaled $1.5 billion.

M Advisory Group is presently licensed to sell traditional life insurance in the following states: AZ, CA (#0319876), CT, FL, IL, MD, MI, MN, NH, NM, NJ, NV, OR, RI, VT, VA, and WA. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.

Variable life and annuity products, as well as other securities products, may be sold in the following states: AZ, CA, CO, CT, FL, GA, HI, IL, NJ, OR, PA, TX, and WA. Residents of other states should consult with a local registered representative for securities products.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. M Advisory Group is independently owned and operated.

M Advisory Group is a member of M Financial Group. Please go to mfin.com/DisclosureStatement for further details regarding this relationship.

This material is intended for informational purposes only and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.