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 - few other organizations provide this level of service to its clients.
M Financial's In-force Management Principles
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.
Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered Broker/Dealer and Investment Advisor, member FINRA/SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. Swartzbaugh-Farber & Associates, Inc. is independently owned and operated.
RR- Jim Olson (Nebraska); RR- Jim Farber (Nebraska, Iowa, Florida, Arizona); RR- Bob Swartzbaugh (Nebraska, Arizona, Arkansas, Florida, Illinois, Kansas, South Dakota); Bob Swartzbaugh is also an IA in Nebraska. Bob Swartzbaugh is the OSJ for Swartzbaugh-Farber & Associates, Inc. 1015 N 98th Street, Suite 221, Omaha, Nebraska 68114.