M Financial Group

M Financial Group's Member Firms are recognized in the wealth transfer, executive benefits, and wealth management markets. Through the relationships M Financial has established with major product manufacturers, including John Hancock, Lincoln Financial Group, Nationwide, Pacific Life, Prudential, Sun Life, TIAA-CREF Life Insurance Company, and Unum, and the expertise of more than 130 leading independent financial services firms, Member Firms—including Parq Advisors—are positioned to deliver customized insurance, benefits, and investment solutions to meet the complex needs of their clients.

M Financial was founded on the principle that "off-the-shelf" products often do not meet the needs of the ultra-affluent and corporate markets. For more than 30 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 solutions. The client base of Member Firms represents the experience of the ultra-affluent marketplace. Access to this experience data, combined with the collective buying power of these clients, translates into the ability to create proprietary products designed specifically for wealth preservation, wealth transfer, and executive benefits programs. These products are available exclusively to the clients of M Member Firms. In addition, M Holdings Securities, Inc., M Financial's full service broker/dealer, and M Wealth, M Financial's wealth management division, provide Member Firms with access to a wide variety of investment products and services.

M Financial Re, a life reinsurance company owned by M Financial stockholders, reinsures a large percentage of the business Member Firms write, providing Members with an equity stake in their business. M Financial Re also aligns the interests of producers and carriers for quality business and helps to facilitate strong relationships between Partner Carriers and M Financial. M Financial Re is a subsidiary of M Financial.

Please click here for further details regarding this relationship. For more information on M Financial Group go to mfin.com. The information above does not relate to the provision of investment advisory services.