Trust is built and maintained through decades of service.

Life insurance services to protect and plan for liquidity when you need it most.

Affluent Individuals & Families

Innovative company-paid benefit plan to insure the lifetime risk of long-term care.

Key Person Long-Term Care Plan

Total death benefit in-force collectively for M Financial and Member Firms.

1

We’ve placed billions in life insurance death benefit.

For decades, we have helped affluent and institutional clients evaluate, underwrite, acquire, and manage life insurance policies.

Minimize burdens to achieve tax deferral

Life insurance allows you to defer taxes, remain in control of assets, and reallocate between traditional & alternative asset classes with no taxation.