Phone: 313.296.1600

Fax: 248.647.9901

 

Our business is to help you preserve,
protect and enhance your wealth.

In-force Management

Our Commitment to In-force Management

M Financial believes that performance and cost should be measured over the life of an insurance product, not with an initial illustration or the first year premium. This commitment to in-force management may be M Financial's most powerful differentiating characteristic. M Financial is unique in the industry in both philosophy and practice—providing this level of service to clients is rare.

M Financial’s Inforce Management Principals:

  • Collaborate with Partner Carriers and align interests and philosophy.
  • Segregate M Financial's superior 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 provision of investment advisory services.