Specialty Partnerships

Carrier relationships drive stronger solutions and service

M Financial’s long-standing partnerships with industry-leading carriers have led to the creation of 16 exclusive life and disability insurance products. Plus, many carriers dedicate staff and resources to supporting M Member Firms and their clients.


These strategically important and culturally aligned partnerships provide M with differentiated solutions in such areas as products, risk-sharing, services, underwriting/new business, resource allocation, and marketing/education collaboration.


Associate carrier relationships give M Member Firms and clients broad access to all of the carrier’s product offerings and potentially differentiated solutions exclusive to M as well.


Narrower in focus, specialty carrier relationships typically represent a niche offering, such as international business, executive benefits, or recordkeeping services.