M Financial Partnership
Affluent families and business owners deserve more than off-the-shelf insurance.
Standard life insurance products aren't built for you. They're priced for the general population—yet statistics show that affluent buyers live longer, purchase larger policies, and keep them in force. That positive experience should work in your favor.
Exclusive access to products that perform at the highest level.
Founded in 1978, M Financial Group designs proprietary life insurance products that aren't available through the average advisor. Built on decades of research, these tools reflect the buying decisions and lifestyles of business owners and affluent families—translating that data into better pricing and smarter product development.
Member Firm Advantage
As a member firm of M Financial Group, Heirmark offers clients exclusive access to proprietary life insurance products through a range of highly rated insurance carriers.
$1 Billion in Annual Premiums
M member firms collectively generate over $1 billion in first-year life insurance premiums annually—a testament to the trust and performance that defines the M Financial network.