M Financial Group
TypePrivate
Founded1978
FounderPeter W. Mullin
Mark Solomon
Carl Mammel
Eli Morgan
Headquarters
Portland, Oregon
,
United States
Key people
Russell Bundschuh (Chief Executive Officer & President)
ProductsLife insurance [Investments]
Websitewww.mfin.com

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]

History

The 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

  1. ↑ "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.
  2. 1 2 3 4 5 6 7 8 "About M Financial". M Financial Group. Retrieved October 30, 2015.
  3. ↑ "Company Overview of M Financial Holdings Incorporated". Bloomberg Business. Retrieved October 22, 2015.
  4. ↑ Worcester, Adam (July 27, 2012). "M Financial earns respect for its innovative products". Portland Business Journal. Retrieved October 30, 2015.
  5. ↑ Alpert, Bill (March 17, 2008). "Losing Faith in National Financial Partners". Barrons. Retrieved October 30, 2015.
  6. ↑ "M Financial Group Names Russell Bundschuh as New President & CEO of M Financial Group". PRNewswire. January 5, 2022.
  7. ↑ Kish, Matthew (September 24, 2019). "M Financial partners with PNC". www.bizjournals.com. Retrieved 2020-03-04.

Official website

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