As an independent, regional firm, we implement and manage large life insurance portfolios for affluent families and private and public corporations.


Provide you with the highest quality strategic planning, products, and post-sale support in the life insurance industry.


Collaboration. We provide information, ideas, and insight to you and your team of advisors.


Listen to your unique needs.
Educate with objective advice.
Act with practical ideas.
Deliver custom products and personal service.


A team of specialists, a network of industry experts, and purchasing power through membership in M Financial Group.