OUR COMMITMENT TO IN-FORCE MANAGEMENT

M Financial believes it is important to measure performance and cost over the life of an insurance product, and not with only the first illustration or the first year premium. This commitment to in-force management is one of M Financial’s most powerful differentiating characteristics. 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 unique 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 investment advisory services provision.