M Financial Group

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

M’s Magnet Program launches its 13th class in three weeks! For this launch, we are excited to announce that Magnet has partnered with DeFilippo Marketing to further support attendees’ practice management & marketing efforts. The Magnet Program offers innovative training and mentoring opportunities to facilitate the growth of financial professionals for our Member Firms. This event is uniquely designed to gain industry insights, provide multiple sales and marketing trainings, and encourage connections across the Magnet and M communities. To learn more about Magnet, visit https://lnkd.in/gdQASnMv #ProfessionalDevelopment #YoungProfessionals #FinancialServices #MFinancial 7055722.1

Understanding life insurance is essential for creating a comprehensive financial strategy. Our latest carousel breaks down the different types of life insurance policies, highlighting options that can help protect your wealth and legacy. From Whole Life to Universal Life, each policy type offers unique features designed to support long-term financial goals. Explore how these policies can be tailored to meet the complex needs of high-net-worth individuals. For personalized advice, contact your local M Financial Member Firm today: mfin.com/find-a-firm #LIAM24 #LifeInsurance #WholeLife #UniversalLife #MFinancial 7036953.1

Meet Haley Perrick, one of our Corporate Events managers. Haley and her team are responsible for producing several internal and external events throughout the year. From our annual Marketing Meeting to the company holiday party, M’s events consistently meet a high standard of excellence. Read the spotlight below for a look into some of the behind-the-scenes work that makes those events happen. #CorporateEvents #EventPlanning #Events #MFinancial 7027620.1

We were honored to support Big Brothers Big Sisters Columbia Northwest as the presenting sponsor of the nonprofit’s 2024 gala, Building Big Bridges. We’re also grateful for the opportunity to contribute to such an impactful organization and proud of our team members' dedication in volunteering their time and energy to this amazing cause. “Not only am I thankful for the opportunity to have represented M at the BBBS Gala, but I also had a great time supporting an amazing organization with my colleagues!” said M’s CHRO Jennifer Congdon, who spoke at the event. “I was genuinely impressed with the strong outpouring of goodwill from across the Portland business community to support Big Brothers Big Sisters’ important work.” #CommunityEngagement #BBBS #BuildingBridges #MFinancial 7026880.1