@MFinancialGroup

M Holdings Securities, Inc. is a Registered Broker/Dealer and a Registered Investment Advisor, member FINRA/SIPC.

 Portland, OR
mfin.com/social-media-disclosure
Joined April 2013
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  • Followers707
859Media
Congratulations to the 14 M Member Firm financial professionals named to the #2022Forbes/SHOOK Research Top 100 and Best-in-State #FinancialSecurityProfessionals rankings! Please visit our newsroom at mfin.com/newsroom/forbes-sho… to read more.
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Register for our June 29 #FutureofInsurance webinar at mfinancial.zoom.us/webinar/r… to hear Tod Nasser, EVP & Chief Investment Officer with @pacificlife, and Alex Silva, AVP & Pricing Officer at @johnhancockusa, discuss the effect of #risinginterestrates on insurance products.
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Join Tod Nasser, Executive VP & CIO with @pacificlife, and Alex Silva, Assistant VP & Pricing Officer, US Insurance Pricing, @johnhancockusa, on June 29 at 11 a.m. PT as they discuss the #FutureofLifeInsurance in an evolving #macroeconomic climate. mfinancial.zoom.us/webinar/r…
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We celebrate #PrideMonth with our unwavering support for our #LGBTQ+ colleagues, clients, and partners to be their true selves. #Pride22 #CelebratePride #MFinancial
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Congrats to @JeriTurley, a Principal of M Member Firm @WingedKeelGroup, for her leadership over the past year as Chair of the @Finseca Board of Directors! Jeri has been a tireless #champion for the life insurance profession and a staunch #clientadvocate. Thank you, Jeri!
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A qualified #financialadvisor can build a #financialplan that’s centered around your objectives for #wealthaccumulation, #assetprotection, and multigenerational #wealthtransfer. For more, read our new piece from M Wealth, "Value of a Financial Advisor." mfin.com/m-insights/value-of…
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Rising demand for #insuranceproducts opens new opportunities for motivated professionals. #FinancialProfessional Michael Brodowicz is leveraging Magnet’s extensive #training and #mentoring to build a rewarding career in #financialservices. Read more at mfin.com/magnet.
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Our Member Firms and employees are the key to M’s success. Access our #2021YearinReview report to learn how our actions and those of our Member Firms are shaping the industry and securing a #brighterfuture for our clients. mfin.com/what-we-do#YIR-Down…
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#DisabilityInsurance is an oft-overlooked option for #highincome earners. May is #DisabilityInsuranceAwarenessMonth, a time to discuss the importance of income protection planning with clients and prospects. Read our new piece at mfin.com/m-insights/disabili… for fresh DI insights.
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For #EarthWeek2022, M's Sustainability group delivered insightful and fun events for employees who seek a #sustainablelifestyle. A highlight is when M employees gathered Thursday to enjoy food and drink, giveaways, beekeeping tips, #sustainability info, and friendly conversation.
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Financial Professional Andrew Cate credits Magnet's #innovativetraining and #mentoring for his #confidence to lead client discussions. If you're interested in joining the next generation of financial professionals, explore our openings at M Member Firms. bit.ly/3u6lqRe
#BankOwnedLifeInsurance helped #banks mitigate declining net interest margins, lower asset yields, and excess liquidity in 2021, which led to a roughly 175% increase in #BOLI purchases vs. 2020. But will BOLI be as attractive as #interestrates rise? Read mfin.com/m-insights/2022-bol…
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#Innovation is one of M's core values. #Congrats to @Symetra, an M Associate Carrier, for winning the 2022 @Celent Model Insurer Award in the #InnovationExecution category for the Symetra SwiftTerm digital term #lifeinsurance platform. For more, visit media.symetra.com/article_di…
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The @washingtonian named four M Financial professionals among the #BestInsuranceAdvisors in the Washington D.C. region. The advisors are Scott Greenberg, David Wexler, and Keith Eig of Member Firm @GreenbergWexler, and Vernon Holleman III of @WingedKeelGroup. #Congratulations!
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Our #Sustainability Employee Resource Group (ERG) #volunteers linked up with the Northeast Emergency Food Program (NEFP) in Portland to help pack and distribute food to those in need. The ERG is one of seven at M that helps contribute to building a better #community.
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Financial professionals like @CarterHowes of @McInnesGroup gain valuable support from our Magnet Program. From extensive #training to #networkdevelopment, Magnet enables you to learn from advisors who are dedicated to your #success. For more, visit mfin.com/magnet-opportunitie….
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#VariableUniversalLife (#VUL) a powerful way to use life insurance to take equity risks and possibly earn higher returns. Find a Member Firm in your area to read the full M Intelligence whitepaper: mfin.com/find-a-firm
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M Financial Group retweeted
CFP Board
@CFPBoard3 Mar 2022
The CFP Board #Center4FP launched a scholarship with the Financial Alliance for Racial Equity (FARE) to support Black & African American students pursuing CFP® certification. bit.ly/3C8LUEf @AdvisorGroupBDs @FTI_Global @Huntington_Bank @MFinancialGroup @NWFinancial @NFP
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Thank you to our #NationalAdvisorsConference2022 attendees, to our keynote speakers @ericadhawan, Andy Friedman of the @TheWashUpdate, historian Douglas Brinkley, and @ssgtravismills, and to all our participating panelists and guests. See you at the next M Financial event!
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From insightful and informative #keynote speakers and panel discussions to #exceptional afternoon entertainment and #stimulating company in Carlsbad, Day 1 at our #NationalAdvisorsConference2022 had something for everyone. #NACisBACK and we're looking forward to Day 2!
From left: Brady Knight, Principal at Winged Keel Group and head of the NAC Program Development Committee; Jonas Katz, Principal and Chief Marketing Officer at SALI Fund Services; Dennis McMahan, M’s Director of PPLI Business Development; and Thomas Pauloski, National Managing Director at AllianceBernstein discuss the value of Private Placement Life Insurance.

ALT From left: Brady Knight, Principal at Winged Keel Group and head of the NAC Program Development Committee; Jonas Katz, Principal and Chief Marketing Officer at SALI Fund Services; Dennis McMahan, M’s Director of PPLI Business Development; and Thomas Pauloski, National Managing Director at AllianceBernstein discuss the value of Private Placement Life Insurance.

Audience members show their appreciation for the quality speakers at NAC 2022.

ALT Audience members show their appreciation for the quality speakers at NAC 2022.

NAC attendees grab their boards and set out for some iconic Southern California surfing.

ALT NAC attendees grab their boards and set out for some iconic Southern California surfing.

Brendan Walsh, President and Managing Partner at Catalyst Solutions Group, finds a new friend in the puppy playpen at NAC 2022.

ALT Brendan Walsh, President and Managing Partner at Catalyst Solutions Group, finds a new friend in the puppy playpen at NAC 2022.

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