Our Products and M Financial Group

Financial Designs Ltd. is a Member Firm of M Financial Group, one of the nation’s leading financial services design and distribution companies. 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 since 1978.

M Financial was founded on the principle that “off the shelf” products 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 some of the industry’s most innovative processes, products, and solutions for the ultra-affluent marketplace.

The collective buying power of clients translates into the ability to create exclusively-priced, proprietary products designed specifically for wealth preservation, wealth transfer, and executive benefits programs. These products are only available to M Member Firm clients and feature pricing enhancements that are rare in the industry.

M Financial has strategic relationships with a select group of major insurance carriers, chosen for their financial strength, product performance, management accessibility and capabilities, dedication to the affluent market, and willingness to commit substantial resources to servicing the unique client needs of M Member Firms.

The Advisor’s Advisor

Only a select group of professionals—focused on high-quality business driven by superior sustainable policy performance, dedicated service, strong underwriting, financial strength, and treatment of existing clients—meet M Financial’s standards. The same careful review is applied to the selection of insurance carriers and other financial service providers and the performance of their products. Because due diligence is the hallmark of M Financial and its Member Firms, the M Community is regularly called an advisor’s advisor. Top legal, accounting, banking, and other financial advisors who guide upscale consumers in their estate and business plans know they can depend on M Financial Group.

The information above does not relate to the provision of investment advisory services.

For more information visit mfin.com.

M Carrier Relationships

Partner Carriers

Associate Carriers

Financial Designs Ltd. is independently owned and operated. Financial Designs Ltd. is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship