M Financial Group
| 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 |
M Financial Group is a life insurance firm based in Portland, Oregon, specializing in serving ultra-high-net-worth individuals and corporate clients with life insurance and financial solutions.
History
Established in 1978 by Peter W. Mullin, Mark Solomon, Carl Mammel, and Eli Morgan, M Financial Group has formed strategic alliances with prominent insurers over the years. Its collaborations include Pacific Life in 1983, Unum in 1986, Prudential Financial in 1987, John Hancock Financial in 1992, the Nationwide Mutual Insurance Company by 2006, and TIAA–CREF in 2011.
By the year 2008, annual sales for M Financial surged by 75%, reaching US$2 billion, demonstrating significant expansion within its market segment.
In 2014, the organization inaugurated the M Center of Excellence at The American College of Financial Services, partnering with the USC Davis School of Gerontology to enhance professional knowledge within the industry.
Russell Bundschuh assumed the roles of CEO and president in 2022.
Further broadening its market presence, M Financial collaborated with PNC Financial Services Group in 2019 to provide a wider range of insurance offerings.