M Financial Group

This week’s employee spotlight features Brian Whelehan, CLU, ChFC, who joined M Financial last month as Vice President, Global Specialty Markets. With a distinguished career in insurance distribution for multinational clients, he brings deep expertise in developing tailored solutions for high-net-worth and ultra-high-net-worth global citizens. In this role, he is leading the growth of the Global Citizens market, supporting Member Firms in expanding their reach, and delivering sophisticated planning strategies for international clients. Learn more about Brian and his vision for the role below. #EmployeeSpotlight #GlobalCitizens #HNW #UHNW #MFinancial 7617509.1

World-renowned speaker and co-founder of the documentary series, “The Buried Life,” Ben Nemtin is bringing his message of radical possibility to M Essentials. From personal challenges to inspiring millions, his journey proves that small actions can lead to meaningful change. A #1 New York Times bestselling author and one of the world’s top-ranked motivational speakers, Ben has been featured on The Oprah Winfrey Show, The Today Show, and more. #MEssentials #Motivation #Leadership #MFinancial 7611732.1

Each quarter, we honor four M Team members whose achievements reflect the visionary spirit of M’s founders — Eli Morgan, Mark Solomon, Carl Mammel, and Peter Mullin. Congratulations to the recipients of the Q3 2024 Founders Awards! Yolanda Hendrix, Manager Compliance Teams: For leading the completion of outstanding branch examinations, implementing a robust 2024 examination program, and staying on track to complete all scheduled exams before year-end. Terri MacMurray, Director PPLI & Inforce Operations: For exceptional leadership, mentoring her team, and balancing Member Firm needs with best-in-class service and counsel. Adam William, M.Ed., Learning & Development Specialist Sr.: For developing and delivering the impactful Level-Set Leadership program, demonstrating elite customer service and collaboration. Hope Parker, IT Support Technician Lead: For enhancing Member Firm technology experiences with proactive solutions, detailed communications, and thoughtful feedback. These four individuals have set an inspiring example, making significant contributions to the M Community. We’re proud to celebrate their success and look forward to all they’ll accomplish next. #EmployeeRecognition #Achievement #MFinancial 7588596.1

We’re excited to announce that Magnet, M Financial’s exclusive professional development program, will be hosting its second Magnet Summit this July! Magnet alumni and current participants will come together for three days in our new Dallas location to connect, collaborate, and learn from each other and our guest speakers. We look forward to seeing everyone this summer! #ProfessionalDevelopment #FinanancialServices #LifeInsurance #MFinancial 7572333.1

The annual M Essentials conference is just around the corner! This virtual event brings together professional staff from across the M Community to explore key disciplines such as underwriting, case design, administration, and operations. Hear from leading voices within Member Firms and the M Team as they share insights to elevate client service. #MEssentials #ClientService #VirtualConference #ProfessionalDevelopment #MFinancial 7567149.1

Variable Universal Life (VUL) offers a unique combination of life insurance protection and investment opportunities, making it one of the most flexible options for long-term financial planning. This carousel explores how VUL works, its key benefits, and whether it might be right for you. #VUL #VariableUniversalLife #LifeInsurance #Flexibility #MFinancial 7565910.1

At the 2025 National Advisors Conference, the M Community will hear from Professor John Mearsheimer, a leading authority in global geopolitics. Drawing on decades of experience and firsthand insights from pivotal international events, he will explore the intersection of international economics, business, and the geopolitical forces shaping our world. Sessions like this embody how NAC empowers the M Community to reach new heights through unparalleled insight and perspective. #NAC2025 #ReachingNewHeights #MFinancial 7561498.1 

Today, we reflect on Dr. Martin Luther King Jr.’s enduring vision of equality, justice, and service to others. May we honor his legacy through our daily actions and commitment to service. #MLKDay #Inspiration #Equality #MFinancial 7539543.1

M Financial is proud to partner with Financial Beginnings, a nonprofit dedicated to equipping individuals with essential financial knowledge and skills. This collaboration will support free educational programming in Portland and help expand the curriculum to Dallas. M Financial employees can now volunteer as financial literacy instructors in schools and community organizations—bringing education and empowerment to underserved communities. Learn more about this impactful partnership and how we’re fostering financial literacy: https://lnkd.in/gwqWqMFV #FinancialLiteracy #FinancialBeginnings #Volunteering #CommunityImpact #MFinancial 7534972.1

In response to the devastating fires in Los Angeles, M Financial is making a donation to American Red Cross to support relief efforts and help those affected during this challenging time. We stand with the communities impacted and express our deepest gratitude to the first responders and volunteers working tirelessly to protect lives and provide aid. #LAFires #WildfireRelief #CaliforniaStrong 7518780.1