M Financial Group, A Select Network for Select Firms
M Financial is one of the nation’s largest independent financial service, design, and distribution networks serving the affluent and corporate markets. M Financial works with a select group of firms to create exclusive life insurance products. This network includes 145 elite vetted firms. Houghton Financial Partners is pleased to be a member of this distinguished group.
Since 1978, M Financial’s network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.
By segmenting the data that drives product pricing and investing capital in member firm policies, M Financial creates pricing efficiencies that can’t be matched. Through our relationship with M Financial, Houghton possesses the opportunity to offer exclusive pricing and products to our clients.
Houghton’s membership in this network greatly expands our purchasing power in financial markets. Collectively, M Financial member firms are among the largest buyers of insurance and financial products in the U.S.
M Financial Group’s member firms are recognized in the wealth transfer, executive benefits, and wealth management markets. Through the relationships M Financial has established with major product manufacturers, including John Hancock, Nationwide, Pacific Life, Prudential, TIAA-CREF Life Insurance Company, and Unum, and the expertise of more than 145 leading independent financial services firms, affiliates are positioned to deliver customized insurance, benefits, and investment solutions to meet the complex needs of their clients.
A key principle of M Financial’s approach is that “off the shelf” products often do not meet the needs of the ultra-affluent and corporate markets. For more than 35 years, M Financial has worked closely with some of the nation’s most prestigious insurance carriers and investment firms to pioneer innovative solutions. M Holdings Securities, Inc. – M Financial’s full-service broker/dealer – and M Wealth – M Financial’s wealth management division – provide Member Firms with access to a wide variety of investment products and services.