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 can be rare.
M FINANCIAL’S IN-FORCE MANAGEMENT PRINCIPLES
- Collaborate with Partner Carriers and align interests and philosophy.
- Segregate M Financial’s unique 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.