AFFILIATIONS

Afilliations Overview

M Financial Group Member Firm — Omaha, NE — Swartzbaugh Farber & Associates, Inc.

M Financial Group

PROFILE

With over 130 in 40 states and the United Kingdom, M Financial Group is one of the nation’s leading financial services design and distribution company.


Since 1978, M Financial’s network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.

SERVICES


M Member Firms are recognized leaders in the wealth transfer, executive benefits, and wealth management markets. Through long-term relationships with major product manufacturers, and the experience of more than 130 leading independent financial services firms, Member Firms are uniquely positioned to deliver customized insurance, benefits, and investment solutions designed for the complex needs of their clients.


M Financial was founded on the principle that “off-the-shelf” products often do not meet the needs of the ultra-affluent and corporate markets. For more than 35 years, M Financial has worked closely with leading insurance carriers and investment firms to pioneer the industry’s most innovative solutions. Access to ultra-affluent experience data, combined with collective buying power, translates into the ability to create proprietary solutions available exclusively to Member Firm clients.


In addition, M Holdings Securities, Inc., M’s full-service Broker/Dealer, and M Wealth, M Financial’s wealth management division, provide Member Firms with access to a wide variety of investment products and services.


M Financial Re, a life reinsurance company owned by M Financial Stockholders, reinsures a large percentage of the business Member Firms write, providing an equity stake in their business. M Financial Re also aligns the interests of producers and carriers for quality business and facilitates strong relationships between Partner Carriers and M Financial. M Financial Re is a subsidiary of M Financial.


Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship. For more information on M Financial Group go to mfin.com.

United Benefit Advisors — Omaha, NE — Swartzbaugh Farber & Associates, Inc.

United Benefits Advisors

Who we are…

United Benefit Advisors® (UBA) is a member-owned alliance of more than 140 premier independent benefit advisory firms with more than 200 offices throughout the U.S., Canada, and the U.K. As a combined group, UBA’s annual employee benefit revenues rank it as one of the five largest employee benefit brokerage organizations in the United States.


Our members:

Help more than 48,000 employers design competitive medical plan strategies to clearly identify savings opportunities and encourage employee acquisition and retention.


Educate 6.5 million employees and their families, teaching them how to make better health care choices and lead healthier lives—easing the strain on health care claims and costs.


Collaborate and share with more than 2,000 of their fellow members nationwide, helping individual firms to provide expertise and a wide range of services for any sized employer.


While UBA lends Swartzbaugh-Farber strength and knowledge, we are an independent advisory firm. UBA members are not franchises or subsidiaries. We are locally owned firms that understand the local marketplace and the unique challenges that individual employers face. We provide insightful, personalized service that our competition simply cannot match, backed by the knowledge and resources of UBA.


What we do…


Navigating the complexities of employee benefits can be a time-consuming— even frustrating— task. Quality benefits can help retain your best employees and recruit top candidates, but ever-changing compliance requirements and the myriad of choices and decisions that companies face can bog down a company’s benefit strategy. How can you be sure you are crafting the best benefits package that meets your goals and improves the lives and security of your employees?


As members of UBA, we are uniquely prepared to serve busy employers who want the assurance that they are making informed choices that enrich the lives of their employees.

How we can help you…


As a member of UBA, we will work with you to analyze your benefits needs, prioritize your goals, and provide you with technology tools that will streamline costs and improve your overall benefits package. With the shared knowledge and expertise of thousands of other UBA benefits professionals, UBA members can meet the needs of any sized business. Working with a UBA Member Firm can:


SAVE YOU TIME:

UBA members offer a variety of web-based HR-related tools that lower administration costs and free your HR staff to concentrate on your business’ strategic objectives and the needs of your employees.


SAVE YOU MONEY:

UBA members can access sophisticated, actuarially developed tools that provide employers with information needed to manage plan costs, helping your business find the best and most cost-efficient employee benefit plans.


FIND SOLUTIONS JUST FOR YOU:

Because they are independent and local, UBA members can provide personalized service and help you design benefits packages that work in your local market.


HELP YOU STAY A STEP AHEAD:

Having access to UBA’s shared wisdom and national survey data allows UBA members to stay on top of local and national trends and find innovative ways to solve their employee benefit challenges.


SERVE YOU LOCALLY AND NATIONALLY:

Because UBA is a national organization, its members can create unique benefits packages for companies with locations in multiple states and can help employers who are relocating or expanding.


PROVIDE TRUSTED, PROVEN ADVICE:

To be part of UBA, members must have a proven track record of financial success, experience, and integrity. UBA members strive to be the most trusted and most reliable benefits experts in their individual market.


Please go to ubabenefits.com for further details regarding this relationship.

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