The M Financial Group is a life insurance company based in Portland, Oregon, US. It offers life insurance and other financial services to "the ultra-affluent and corporate markets."[1]
| Company type | Private |
|---|---|
| Founded | 1978 |
| Founder | Peter W. Mullin Mark Solomon Carl Mammel Eli Morgan |
| Headquarters | , |
Key people | Russell Bundschuh (Chief Executive Officer & President) |
| Products | Life insurance [Investments] |
| Website | www.mfin.com |
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History
editThe company was co-founded by Peter W. Mullin, Mark Solomon, Carl Mammel, and Eli Morgan in 1978.[2][3][4]
Over the years, the M Financial Group partnered with many insurance companies. Five years after its creation, in 1983, it partnered with Pacific Life.[2] Three years later, in 1986, it partnered with Unum.[2] By 1987, it had also partnered with Prudential Financial.[2] Five years later, in 1992, it partnered with John Hancock Financial.[2] By 2006, it had partnered with the Nationwide Mutual Insurance Company.[2] In 2011, it partnered with TIAA–CREF.[2]
By 2008, its annual sales had grown by 75%, up to US$2 billion.[5]
In 2014, the company established the M Center of Excellence at The American College of Financial Services, in partnership with the USC Davis School of Gerontology.[2]
Its chief executive officer and president is Russell Bundschuh.[6]
In 2019, M Financial Group partnered with PNC Financial Services Group in providing insurance products and services.[7]
References
edit- ^ "A Producer-Owned Client Advocate: An Interview with Fred H. Jonske, President and Chief Executive Officer, M Financial Group". Leaders. August 1, 2010. Retrieved October 22, 2015.
- ^ a b c d e f g h "About M Financial". M Financial Group. Retrieved October 30, 2015.
- ^ "Company Overview of M Financial Holdings Incorporated". Bloomberg Business. Retrieved October 22, 2015.
- ^ Worcester, Adam (July 27, 2012). "M Financial earns respect for its innovative products". Portland Business Journal. Retrieved October 30, 2015.
- ^ Alpert, Bill (March 17, 2008). "Losing Faith in National Financial Partners". Barrons. Retrieved October 30, 2015.
- ^ "M Financial Group Names Russell Bundschuh as New President & CEO of M Financial Group". PRNewswire. January 5, 2022.
- ^ Kish, Matthew (September 24, 2019). "M Financial partners with PNC". www.bizjournals.com. Retrieved 2020-03-04.
External links
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