In-force Management

Our Commitment to In-force Management

M Financial believes that performance and cost should be measured over the life of an insurance product, not with an initial illustration or the first year premium. This commitment to in-force management may be M Financial's most powerful differentiating characteristic. M Financial is unique in the industry in both philosophy and practice—providing this level of service to clients is rare.

M Financial’s Inforce Management Principals

  • Collaborate with Partner Carriers and align interests and philosophy.
  • Segregate M Financial's superior experience - do not dilute quality with data from non-Member Firm clients.
  • Track experience and performance diligently.
  • Work with Partner Carriers to pass on improvements in underlying experience to existing clients.

The information above does not relate to the provision of investment advisory services.

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.