M Financial Group

M is the leading life insurance distribution, service, and product organization serving High Net Worth Individuals, Executives and Employers. M is the largest U.S. producer of annual life premium for a non-carrier distributor.

The M Difference

CLIENT ADVOCACY – Client needs always come first and M aligns all the resources to serve them. That means, unlike other companies, M shares the financial risk by reinsuring its exclusive products.

COLLABORATIVE MINDSET – M harnesses the best minds in the business — employees, member firm professionals, carriers and industry partners — and bring their collective experience to developing client solutions.

EXCLUSIVE CAPABILITIES – No other company offers as many exclusive products and services tailored to the specific needs of HNW individuals, executives, and business owners as M Financial.

CULTURE OF INNOVATION – M was founded by four industry visionaries who believed off-the-shelf solutions did not meet the needs of HNW clients. Their commitment to innovation still drives M’s culture today.

Wellspring, supported by M Financial Portland and M’s carrier partners, use our collective power to advance client interests with innovative solutions and deep technical experience.