Expertise and Purchasing Power

Expertise

M Members represent some of the best and the brightest minds in the industry, and participate in a community of sharing that facilitates exchanges of new ideas and best practices. This collaboration demonstrates our commitment to continuously deliver significant value to Member Firm clients.
Member Firms are also actively involved in preserving the ability of clients to effectively plan for the future.

  • Twelve Member Firm Principals have served as President of the Association for Advanced Life Underwriting (AALU), the life insurance industry's preeminent advocacy organization; dozens more have served on the AALU Board and various committees.
  • M Financial is the only independent producer organization that is an active member of the American Council of Life Insurers (ACLI).

Purchasing Power

Collectively, M Member Firms are among the largest buyers of insurance and financial products in the nation. In terms of purchasing power, M Financial's results tell the story. Since 1978, M Financial's sales have grown at a compound annual growth rate of 21%. In 2011, M Financial's sales (including life insurance, annuities, disability, and 401(k)) totaled $1.3 billion.

Disclaimer
Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC. Mezrah Financial is independantly owned and operated. Mezrah Financial is a member of M Financial Group. Please go to mfin.com for further details regarding this relationship. Mezrah Financial and their agents Lee Mezrah and Leon Mezrah are presently licensed to sell traditional life insurance in the states of CT, FL, GA, IL, NJ, NY, OH, PA, TX, UT, VA, and WA. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service. Mezrah Financial and their Registered Representatives Lee Mezrah* is currently licensed to sell variable life and annuity products, as well as other securities products, in the states of CA (#OJ13269, CT, FL, GA, IL, MD, MO, NJ, NV, NY, and OH. Residents of other states should consult with a local Registered Representative for securities products.

Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.