M Financial Group

What is reinsurance? Reinsurance is a financial service that consumers often know nothing about, yet it is crucial to the stability of the insurance industry. Our latest carousel explores the basics of reinsurance, including what it is, why it’s necessary, and how it works. Scroll through the slides below for further insights. #Reinsurance #LifeInsurance #FinancialServices #InsuranceEducation #MFinancial 7241597.1

The final day of Marketing Meeting 2024: Accelerating Excellence was filled with insightful sessions and dynamic discussions, providing our community with valuable strategies and tools for future success. The day kicked off with a Carrier Spotlight on Nationwide, where Holly Snyder, President of Nationwide Life, shared key updates, followed by a series of breakout sessions covering essential topics like effective succession planning, portfolio integration, and emerging product trends. Attendees walked away with fresh perspectives from industry thought leaders on driving growth and navigating the complexities of wealth management and retirement planning. The collaborative spirit of the event truly shone as Member Firm innovators showcased their unique services, systems, and partnerships, and how they leverage these to enhance client experiences. The evening wrapped up in style with a Latin-inspired reception featuring vibrant Cuban cuisine and lively salsa dancing. Everyone embraced the “Havana Nights” theme, dressed in bright colors and floral prints. It was the perfect way to celebrate the event's success and reflect on the connections and knowledge shared over the past few days. A heartfelt thank you to our Member Firms, carrier partners, business partners, speakers, and the M Team for making Marketing Meeting 2024 unforgettable. We look forward to seeing the community again next year! #MarketingMeeting2024 #AcceleratingExcellence #MCommunity #MFinanical 7196682.1

Day two of Marketing Meeting 2024: Accelerating Excellence kicked off with an inspiring address from Jay Kenerly, Chair of the Marketing Meeting Program Development Committee, followed by M Financial Group President & CEO Russell Bundschuh, who shared insights on the organization’s top priorities and future direction. Attendees then dove into breakout sessions led by industry thought leaders from the M Community, tackling some of the most critical topics in our field. A standout session, “Hot Topics: Planning for Connelly and Sunset,” focused on the 2025 gift and estate tax exemption sunset, equipping advisors with actionable strategies to guide high- and ultra-high-net-worth clients through upcoming wealth transfer opportunities amid evolving tax laws. The day also spotlighted Prudential Financial, with Salene Hitchcock-Gear, President of Individual Life Insurance, sharing Prudential’s innovations and highlighting its strong relationship with M. To close out the day, attendees connected during "Conversations & Cocktails," exchanging insights on retirement, life insurance, and wealth management in a relaxed, collaborative setting. As we build momentum for the final day, excitement is high—stay tuned for more! #MarketingMeeting2024 #AcceleratingExcellence #MCommunity 7196674.1

Day one of Marketing Meeting 2024: Accelerating Excellence is officially in the books, and what a kickoff it was! Attendees gathered at the JW Marriott Miami Turnberry Resort & Spa, setting the stage for days of meaningful connections and insightful discussions with the M Community. The evening began with the Magnet & First Timers Reception, where Andy Graves, VP, Head of Member Firm Development, Carl Peterson, Principal at Lindberg & Ripple, and Brooke Zrno Grisham ChFC CLU AEP, Vice President Member Firm Development, shared valuable insights on making the most of the meeting. Attendees mingled and welcomed newcomers, setting a warm and inviting tone for the event. The night concluded with a lively Oktoberfest-themed Welcome Reception & Dinner, where the M Community came together for good times over hearty Bavarian food and drink — all set against a beautiful Miami sunset. Stay tuned for daily updates! #MarketingMeeting2024 #AcceleratingExcellence #MCommunity 7196659.1

While many factors matter in Member Firms' success, two that stand out are their distinctiveness in the marketplace through innovation and their preservation of legacy. At the 2024 Marketing Meeting, two sessions will highlight M's ongoing commitment to supporting these areas: Innovations within the M Ecosystem will showcase scalable creative solutions from Member Firms that can drive growth, deepen relationships, and deliver efficiencies. Building an Effective Succession Plan will offer the end-to-end tools/frameworks available for succession planning and insights from Member Firms that have delivered programmatic succession planning in different ways. TV Kumaresh, our Chief Strategy and Corporate Development Officer, will facilitate these sessions with a panel of Member Firms who have innovated distinctively and effectively delivered on succession planning.  Marketing Meeting is less than a week away. Follow along for more updates! #MarketingMeeting2024 #AcceleratingExcellence #SuccessionPlanning #Innovation #MFinancial 7184699.1

This week’s employee spotlight features Cem Ataoguz, Regional Service Consultant. Cem joined M back in September. Since then, he has hit the ground running, collaborating regularly with Member Firms and internal M teams to support the integration of Member Firm new hires. Read the article below to learn more about Cem. #EmployeeSpotlight #Onboarding #FirmDevelopment #MFinancial 7176151.1

October is Financial Planning Month, and we encourage you to consider planning strategies that can enhance wealth transfer and provide long-term benefits. Incorporating life insurance into a spousal lifetime access trust (SLAT), for instance, can amplify the value of trust assets through tax-free death benefits, diversify the portfolio with stable, uncorrelated assets, and help offset estate taxes while reducing annual taxes on trust earnings. Learn more by connecting with your local M Financial Member Firm: mfin.com/find-a-firm #FinancialPlanningMonth #WealthTransfer #EstatePlanning #LifeInsurance 7081729.1

Feedback is crucial in helping employees perform their best every day. In our latest edition of M Voices, Jennifer Congdon, Chief Human Resources Officer, discusses her philosophies on feedback and best practices for delivering it. She emphasizes the importance of being specific, constructive, and engaging employees in the feedback process through dialogue. Feedback is a gift. #Leadership #Feedback #HumanResources #MFinancial 7086359.1

Morgan Scott, M’s VP and Head of Advanced Planning, and Charles Ratner offer a framework for life insurance agents to prepare for conversations with clients about the potential impact of the 2025, or not, tax sunset on their planning. They emphasize the importance of having a standardized but customizable approach to address many unique situations. Read the full article here: https://lnkd.in/gjpqCf42 #TaxSunset #TJCA #LifeInsurance #MFinancial 7073533.1

The Connelly v. U.S. case sheds light on the complexities of business continuity planning. Our latest carousel dives into the prudent steps business owners can take to secure positive outcomes, including regularly reviewing buy-sell agreements, cross-purchase agreements, and current life insurance policies with a qualified financial planner. These steps are crucial to protecting your business’s value and ensuring compliance with legal and tax requirements. Explore these strategies to secure your business’s legacy and future. #BusinessPlanning #BuySellagreements #EstatePlanning #MFinancial 6976625.1