M Financial Corporation
Capital Plan is part of M Financial Corporation, a national network of independent privately-owned insurance firms created to serve the needs of affluent families and their professional advisors.
M Financial Core Values
Innovation
For decades affluent families had to fund their insurance needs with products that were built for the broader population. At the same time, statistics prove that affluent buyers make up a healthier pool of insured. Over Ten years ago M Financial began developing insurance products specifically designed for the affluent consumer, thereby providing these families with a more appropriate portfolio of insurance tools.
Entrepreneurial Spirit
All M Financial member firms are independently owned entrepreneurial organizations. Each firm has chosen the challenge and accountability inherent to being completely independent, as opposed to the common model of affiliating with a captive insurance manufacturer.
Leadership
Member firms are leaders in the insurance industry and in their local communities. They are a voice for consumers on a national and local level. They actively educate congress and represent affluent families in lobbying for tax protection. These firms believe in giving back to the communities and industry that fostered their success.
Collaboration
M Financial was founded by a group of elite firms searching for a better business model. Now, with 100 hand-selected member firms around the United States, we have woven the fabric of collaboration, idea sharing, innovation and creativity. It's akin to leadership with an abundance mentality.
Advocacy
Member firms believe that insurance is an asset to be nurtured over time. Across every firm, you'll find a pervasive commitment to servicing policies long after the initial acquisition. This practice is rarely found in the insurance business, yet it is crucial to helping protect a family's insurance portfolio.