Discipline

Retirement & Insurance Resources’ discipline, knowledge and experience enable us to exercise a rigorous process to determine the client’s prioritized objectives. To best match and deliver intelligent customized solutions, we employ a wildly accepted plan design process to optimize efficient pricing and unparalleled value.   

Saying you are committed to client advocacy is much easier than showing it. At M Financial, client advocacy is the ideal complement to product differentiation. We have 35 years of independent audited data. Through M Reinsurance we have more than 20 years of segregated proprietary product experience. We create competitive pricing advantages at plan inception to facilitate the opportunity for sustainable long term performance, and equally important through inforce management for your lifetime.