Due Care

In addition to product differentiation and inforce management, due care is a critical component of M Financial’s client advocacy strategy. Life insurance due care requires an understanding of the factors that impact policy performance and drive product selection. M Financial leads the insurance industry in this regard by providing insight and analysis that deliver significant value. M member firms utilize these resources – assembled by M Financial’s staff that includes 18 actuaries – to assist clients and advisors in making informed decisions regarding life insurance purchases.

M Financial’s commitment to client advocacy can also be seen in The Advisor’s Guide to Life Insurance (AGLI), The Advisor’s Guide to Long-Term Care (AGLTC), and The Advisor’s Guide to Disability Insurance (AGDI), a series of comprehensive educational resources developed by M Financial and published by the American Bar Association that provides insight on the purchase, fundamentals, applications, and maintenance of life insurance products. The AGLI, AGLTC and AGDI are designed for professional advisors, including attorneys, CPAs, and Family Offices, involved in the evaluation, purchase and management of life, long term care and disability insurance policies on behalf of clients. It increases awareness and understanding of the benefits of these types of insurance, facilitating more informed decisions and enhancing plan sustainability and effectiveness.

Due Care

In addition to product differentiation and inforce management, due care is a critical component of M Financial’s client advocacy strategy. Life insurance due care requires an understanding of the factors that impact policy performance and drive product selection. M Financial leads the insurance industry in this regard by providing insight and analysis that deliver significant value. M member firms utilize these resources – assembled by M Financial’s staff that includes 18 actuaries – to assist clients and advisors in making informed decisions regarding life insurance purchases.

M Financial’s commitment to client advocacy can also be seen in The Advisor’s Guide to Life Insurance (AGLI), The Advisor’s Guide to Long-Term Care (AGLTC), and The Advisor’s Guide to Disability Insurance (AGDI), a series of comprehensive educational resources developed by M Financial and published by the American Bar Association that provides insight on the purchase, fundamentals, applications, and maintenance of life insurance products. The AGLI, AGLTC and AGDI are designed for professional advisors, including attorneys, CPAs, and Family Offices, involved in the evaluation, purchase and management of life, long term care and disability insurance policies on behalf of clients. It increases awareness and understanding of the benefits of these types of insurance, facilitating more informed decisions and enhancing plan sustainability and effectiveness.