M Financial Group

Brooke Zrno Grisham Joins M Financial Group

Retrieved on:

Thursday, April 18, 2024

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PORTLAND, Ore., April 18, 2024 /PRNewswire/ -- Brooke Zrno Grisham has joined M Financial Group as Vice President of M Member Firm Development.

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PORTLAND, Ore., April 18, 2024 /PRNewswire/ -- Brooke Zrno Grisham has joined M Financial Group as Vice President of M Member Firm Development.
Brooke joined M following more than 24 years of successful service at New York Life, including in her most recent role as CEO of the company's Nautilus Group.
The Nautilus Group is New York Life's exclusive membership-based resource accessible to an elite group of approximately 250 insurance and financial industry leaders.
Brooke has a bachelor's degree in business communications from the University of Texas at Dallas and holds the Chartered Financial Consultant®, Chartered Life Underwriter®, and Accredited Estate Planner® designations.

Succession Capital Alliance Kicks Off New Year by Joining M Financial Group

Retrieved on:

Wednesday, February 21, 2024

Premium financing, SCA, M Financial Group, Partnership

NEWPORT BEACH, Calif., Feb. 21, 2024 /PRNewswire/ -- Succession Capital Alliance (SCA), the premier joint work partner and creators of the Premium Financing concept in the high-net-worth life insurance space since 1996, has joined M Financial Group as a Member Firm.

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NEWPORT BEACH, Calif., Feb. 21, 2024 /PRNewswire/ -- Succession Capital Alliance (SCA), the premier joint work partner and creators of the Premium Financing concept in the high-net-worth life insurance space since 1996, has joined M Financial Group as a Member Firm.
Succession Capital Alliance's President & CEO, Julian Movsesian, shared his excitement about the new firm's membership, "We are thrilled to have joined M Financial Group.
This partnership signifies SCA's commitment to driving innovation, fostering growth, and achieving new heights in the ever-evolving life insurance industry.
"I am pleased to welcome Succession Capital Alliance as our newest M Member Firm," said Russell Bundschuh, President & CEO of M Financial Group.

M Financial Selects Proteus as an Alternative Investment Partner

Retrieved on:

Tuesday, November 8, 2022

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INDIANAPOLIS, Nov. 8, 2022 /PRNewswire/ -- Proteus, LLC announced that M Financial Group approved Proteus, LLC as an alternative investment platform.

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INDIANAPOLIS, Nov. 8, 2022 /PRNewswire/ -- Proteus, LLC announced that M Financial Group approved Proteus, LLC as an alternative investment platform.
M Financial will leverage Proteus' leading technology platform and related infrastructure to seamlessly offer alternative investments throughout their Member Firms in both wealth management accounts and in insurance-based separate accounts.
M Financial Group will make available to their Member Firms private alternative investment products that have been sourced and due diligenced by Proteus alongside Callan , Proteus' research partner.
Advisory Services offered through Proteus, a federally registered investment adviser under the Investment Advisers Act of 1940.

Alera Group Wealth Services Acquires Benson Blackburn

Retrieved on:

Wednesday, November 2, 2022

Asset Management, Professional Services, Insurance, Finance, M Financial Group, Growth, CEO, Blackburn, Acquisition, Insurance, Financial services

Alera Group Wealth Services, a division of Alera Group, a top independent, national insurance and wealth services firm, today announced the acquisition of Benson Blackburn, a Naples, Florida-based specialized insurance consultancy with a focus on ultra-affluent families and closely held businesses.

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Alera Group Wealth Services, a division of Alera Group, a top independent, national insurance and wealth services firm, today announced the acquisition of Benson Blackburn, a Naples, Florida-based specialized insurance consultancy with a focus on ultra-affluent families and closely held businesses.
Becoming part of Alera Group Wealth Services supports our continued growth, said Michael Benson.
Michael Benson and Scott Blackburn are among the best in the business at serving clients with unique wealth preservation needs, and we are pleased to welcome them to the Alera Group family, said Alan Levitz, CEO of Alera Group.
Alera Group Wealth Services, a division of Alera Group, is dedicated to enhancing the financial security of clients through a holistic suite of services to address the financial planning, investment and wealth management needs of individuals and families.

M Financial, Pacific Life Launch Life Insurance Product for High-Net-Worth Market with Verisk’s FAST Technology Platform

Retrieved on:

Wednesday, August 31, 2022

The new product a flexible-premium survivorship variable universal life (SVUL) policy is the first of several planned rollouts that will combine the power of FAST with M Financials new M Vision platform, a digital ecosystem for bringing sophisticated insurance products to market.

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The new product a flexible-premium survivorship variable universal life (SVUL) policy is the first of several planned rollouts that will combine the power of FAST with M Financials new M Vision platform, a digital ecosystem for bringing sophisticated insurance products to market.
The flexible-premium SVUL product, available exclusively through M Member Firms, is a second-to-die policy with benefits payable upon the survivors death.
The applications for FAST are vast, as our collaboration with M Financial and Pacific Life demonstrates, said Tom Famularo, managing director at Verisk and co-founder of the FAST platform.
Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company.

Capital Strategies Group & Goldstein Financial Group Join Forces With Chicago Expansion

Retrieved on:

Wednesday, August 10, 2022

CHICAGO, Aug. 10, 2022 (GLOBE NEWSWIRE) -- Capital Strategies Group, Inc. is pleased to announce that it has joined forces with Goldstein Financial Group, LLC ("GFG"), an independent life insurance brokerage and consulting firm based in Chicago, Illinois.

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CHICAGO, Aug. 10, 2022 (GLOBE NEWSWIRE) -- Capital Strategies Group, Inc. is pleased to announce that it has joined forces with Goldstein Financial Group, LLC ("GFG"), an independent life insurance brokerage and consulting firm based in Chicago, Illinois.
Allan and his team are a true asset for Capital Strategies," stated David F. Byers Jr., J.D., LL.M, Managing Principal of Capital Strategies.
In addition to Mr. Goldstein, Capital Strategies' expansion into Chicago will be led by Mr. Byers;T. Hudson Williams, J.D., LL.M.
Capital Strategies Group, Inc. is independently owned and operated.Capital Strategies Group, Inc. is a member of M Financial Group.

Pie Insurance Appoints Experienced Financial Services and Insurance Executive Wes Thompson to Board of Directors

Retrieved on:

Wednesday, February 9, 2022

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DENVER, Feb. 9, 2022 /PRNewswire/ -- Pie Insurance ("Pie"), a leading tech-enabled provider of workers' compensation insurance to small businesses, announced today that Wes Thompson, an experienced insurance and financial services professional, has joined Pie's Board of Directors .

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DENVER, Feb. 9, 2022 /PRNewswire/ -- Pie Insurance ("Pie"), a leading tech-enabled provider of workers' compensation insurance to small businesses, announced today that Wes Thompson, an experienced insurance and financial services professional, has joined Pie's Board of Directors .
At Emerge, Mr. Thompson recognized the importance of building a platform focused on the client experience and easy to access insurance.
"We are honored to have Mr. Thompson join Pie's Board of Directors," said John Swigart, founder and CEO of Pie.
Pie Insurance is leveraging technology to transform how small businesses buy and experience commercial insurance, with the goal of making it affordable and as easy as pie.

M FINANCIAL GROUP NAMES RUSSELL BUNDSCHUH PRESIDENT & CHIEF EXECUTIVE OFFICER

Retrieved on:

Wednesday, January 5, 2022

PORTLAND, Ore., Jan. 5, 2022 /PRNewswire/ -- M Financial Group today announced its Board of Directors has appointed Russell Bundschuh as President and Chief Executive Officer.

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PORTLAND, Ore., Jan. 5, 2022 /PRNewswire/ -- M Financial Group today announced its Board of Directors has appointed Russell Bundschuh as President and Chief Executive Officer.
In the interim, and with the departure of previous President and CEO Wes Thompson, the M Financial Board has named Steve Lundin, Chief Operating Officer, as acting CEO.
Bundschuh will join M Financial from his current role as Senior Vice President of the Chubb Group and President of Chubb Life, where he is responsible for Chubb's international life insurance and global life reinsurance operations.
"M Financial and the industry are at an inflection point and Russell Bundschuh is the right leader for us and for this moment," said David Byers, M Financial Group's Board Chair.

PlanGap and Insurex Announce Strategic Reinsurance Partnership

Retrieved on:

Monday, November 29, 2021

PlanGap, a financial product innovation company pioneering Social Security Protection, and Insurex have announced a strategic partnership to architect reinsurance solutions for the Social Security Protection marketplace.

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PlanGap, a financial product innovation company pioneering Social Security Protection, and Insurex have announced a strategic partnership to architect reinsurance solutions for the Social Security Protection marketplace.
"PlanGap is committed to partnering with the greatest minds in insurance, reinsurance, and finance to make PlanGap Social Security Protection solutions more accessible to the American public," said Richard Drye, PlanGap's Managing Director.
"We are thrilled to announce our partnership with the incredibly talented group at Insurex."
The partners depth of knowledge extends from strategic direction, reinsurance, mergers and acquisitions, insurtech solutions, capital markets, product manufacturing and distribution alternatives.

Thomas Financial Names Joel Stephens President of the Life Insurance Division

Retrieved on:

Tuesday, September 21, 2021

TAMPA, Fla., Sept. 21, 2021 /PRNewswire-PRWeb/ -- Thomas Financial , one of the nation's leading providers of insurance solutions and wealth management to affluent individuals and high-growth companies, is announcing the appointment of Joel Stephens as President of the Life Insurance division.

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TAMPA, Fla., Sept. 21, 2021 /PRNewswire-PRWeb/ -- Thomas Financial , one of the nation's leading providers of insurance solutions and wealth management to affluent individuals and high-growth companies, is announcing the appointment of Joel Stephens as President of the Life Insurance division.
Joel joined Thomas Financial in 1994 as a Case Design Analyst, and in 1997 he was appointed an Advisor.
"I am excited to lead Thomas Financial and the division into the future," said Joel Stephens, Principal and President of the Life Insurance division.
"Joel has been an integral part of the Thomas Financial team for almost 30 years," said Lauren Thomas Compton, CEO & President of Thomas Financial.