About M Financial
M Financial Group is a leading financial services design and distribution company serving high net worth individuals and Fortune 1000 companies. With a global network of more than 140 independent insurance, investment, and executive benefit firms, M Financial specializes in designing and delivering exclusive financial solutions tailored to our HNW and UHNW clients.
EVENT SERIES EMCEE:
Wes Thompson, President & CEO of M Financial Group, will leverage his deep industry expertise, passion for innovation, and vision for the industry’s digital future to spark informative dialogue and uncover the details that matter to our uncommon clients.
Fall Keynote Speaker
PRESENTED ON OCTOBER 7
M Financial was honored to welcome Paul Ryan, former Speaker of the U.S. House of Representatives, as our fall Future of Insurance keynote speaker. From his two decades in office to the founding of the nonprofit American Idea Foundation, Paul Ryan’s career has focused on public policy and economic opportunity. In a year of substantial changes to American life and global relationships, Speaker Ryan brought an insider’s perspective to the coming election and the opportunities ahead.
Carrier Reports - Q2 2020
Our partners at With You In Mind created a series of reports with insights from the recent life insurance earnings cycle. The reports are written exclusively for M Financial Group and include details and commentary based on Q2 earnings calls from Equitable, John Hancock, Lincoln Financial, Principal, and Prudential.
You are welcome to share these reports with your COIs, but they are not to be shared with clients or posted publicly. Due to the sensitive nature of the content, you will be asked to sign in using your Member Firm website credentials to download the reports.
Who should attend?
You and any key advisors and clients who will benefit from the speaker’s expertise.
What's the cost?
This entire series is free for all attendees.
Will it be recorded?
We’ll post recaps and replays here a few days after each event, along with any takeaway materials shared by the speakers.
Sign up to receive email notifications for upcoming Future of Insurance events.
Suggest a Speaker
Would you like to recommend a colleague, client, or COI you think would be a valuable addition to the Future of Insurance series? We’d like to include them in our growing list of experts providing useful and insightful information about current market volatility and the pandemic’s impacts on the HNW and UHNW community.