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M Annual Report – 2015 Annual Report

Adaptivity yields survival. Innovation drives growth. To bend with the winds of change is to remain unbroken. as we move into the mid-teens of the 21st century, M Financial group is poised to continue as a thought leader with the creation of a host of new insurance products designed specifically for the affluent and upwardly mobile. This is what differentiates M Financial an ability to lead with ideas and execute with boldness, making us transformative in what we do for clients who place their trust in us.

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M Annual Report – 2015 Annual Report | annualreport.mfin.com Reviews

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Adaptivity yields survival. Innovation drives growth. To bend with the winds of change is to remain unbroken. as we move into the mid-teens of the 21st century, M Financial group is poised to continue as a thought leader with the creation of a host of new insurance products designed specifically for the affluent and upwardly mobile. This is what differentiates M Financial an ability to lead with ideas and execute with boldness, making us transformative in what we do for clients who place their trust in us.

<META> KEYWORDS

1 dear stockholders

2 financials

3 highlights

4 community

5 member firms

6 carrier alliances

7 charitable giving

8 leadership

9 board

10 officers

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dear stockholders,financials,highlights,community,member firms,carrier alliances,charitable giving,leadership,board,officers,committees,report,m transformative,m financial plaza,wwwmfin com,twitter,linkedin,youtube,instagram,m intelligence blog

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M Annual Report – 2015 Annual Report | annualreport.mfin.com Reviews

https://annualreport.mfin.com

Adaptivity yields survival. Innovation drives growth. To bend with the winds of change is to remain unbroken. as we move into the mid-teens of the 21st century, M Financial group is poised to continue as a thought leader with the creation of a host of new insurance products designed specifically for the affluent and upwardly mobile. This is what differentiates M Financial an ability to lead with ideas and execute with boldness, making us transformative in what we do for clients who place their trust in us.

INTERNAL PAGES

annualreport.mfin.com

1

Member Firms – M Annual Report

http://annualreport.mfin.com/member-firms

Achates Associates, Inc. Advanced Life Insurance Strategies, Inc. The Alvarez Group, Private Client LLC. Atlas Advisory Group, LLC. Barry, Evans, Josephs and Snipes. Becker Suffern McLanahan, Ltd. The Benefits Group, LLC. Benefits Resource Group Agency. Benson Blackburn, LLC. Boulevard Financial, LLC. Bridge Financial Group, LLC. BryanMark Group, Inc. Bryant Group, Inc. The Burgess Group, Inc. Byron Financial, LLC. Capital Plan, Inc. Capital Strategies Group, Inc. Catalyst Solutions Group, Inc. Laugharn ...

2

Board – M Annual Report

http://annualreport.mfin.com/board

John M. Barry, Chairman. Barry, Evans, Josephs and Snipes. David J. Downey. The Downey Group, Inc. Fred H. Jonske. Richard D. Mack. Mack Financial Group, Inc. Timothy P. Malarkey. Carl G. Mammel, Emeritus. John W. Meisenbach, Emeritus. Michael A. Mingolelli, Jr. Ellison C. Morgan, Emeritus. 2030 Investors, LLC. Rancho Santa Fe, CA. Peter W. Mullin. Mullin Barens Sanford Financial. Los Angeles, CA. Lawton M. (Mac) Nease, III. Nease, Lagana, Eden and Culley, Inc. Fort Wayne, IN. Mark I. Solomon.

3

Dear Stockholders – M Annual Report

http://annualreport.mfin.com/dear-stockholders

We all know that the best way to ensure organizational longevity is to accept change as a necessity. Those companies that rest on the laurels of past successes and resist change will ultimately perish. While M is still a relatively young company, we are approaching 40. And while there can be a tendency to be more cautious about the change we pursue and implement, we must do everything we can to avoid this path. In 2015, we took important steps to demonstrate our appetite for being transformative:. We ele...

4

Officers – M Annual Report

http://annualreport.mfin.com/officers

Jeffrey S. Bear. Melody M. Behnke. Jacob W. Boston. Bruce E. Fuller. Andrew P. Graves. Rodger A. Hergenrader. President, M Financial Wealth Management. Fred H. Jonske. President and Chief Executive Officer. Susan E. Jossi. Kevin B. Kukar. Vice President, Treasurer. Shirley H. McMillan. Chief Operating Officer, M Benefit Solutions. Randall M. O’Connor. Senior Vice President and Chief Financial Officer. Gabriel R. Schiminovich. David W. Schutt. Craig T. Shigeno. Kenneth D. Stephens. 1125 NW Couch Street.

5

Charitable Giving – M Annual Report

http://annualreport.mfin.com/charitable-giving

M Financial is an inspiration in communities across the country. By providing support to nearly 1,000 charities and organizations, we make an impact on the lives of countless individuals. In 2015, members of the M Community donated almost $15 million, as well as time and other resources, to the following:. 1125 NW Couch Street. Portland, OR 97209.

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Home - M Financial

http://mfin.com/default.html

How M is Different. Find a Member Firm. How M is Different. Find a Member Firm. Exceptional People Deserve Exceptional Solutions. We provide access to financial services designed specifically for affluent individuals and corporations through an exclusive network of more than 145 Member Firms. How We Do It. How We Do It. Learn About Our Solutions. Our mission is simple: to treat existing clients as well as new clients. Everything we do is designed to advocate on behalf of Member Firm clients: due care...

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The M Difference - M Financial

http://mfin.com/the-m-difference-holder

How M is Different. Find a Member Firm. How M is Different. Find a Member Firm. 1125 NW Couch Street. Become a Member Firm. Become a Member Firm. We welcome the opportunity to explore new relationships with firms that share our core values. The addition of new Member Firms brings new perspectives, new leaders, and new possibilities to the M Community. Please connect with us by providing information about you and your firm.

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Social Media Disclosure - M Financial

http://mfin.com/social-media-disclosure

How M is Different. Find a Member Firm. How M is Different. Find a Member Firm. Social Media Disclosure Statement. Third-party posts found on this profile do not reflect the views of M Financial Group, Inc. nor its Subsidiaries, Associated Persons or Affiliates, and have not been reviewed by M Financial Group as to accuracy or completeness. The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.

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Social Media Disclosure - M Financial

http://mfinancialgroup.com/social-media-disclosure

How M is Different. Find a Member Firm. How M is Different. Find a Member Firm. Social Media Disclosure Statement. Third-party posts found on this profile do not reflect the views of M Financial Group, Inc. nor its Subsidiaries, Associated Persons or Affiliates, and have not been reviewed by M Financial Group as to accuracy or completeness. The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.

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Our Story - M Financial

http://mfinancialgroup.com/our-story

How M is Different. Find a Member Firm. How M is Different. Find a Member Firm. 1125 NW Couch Street. Become a Member Firm. Become a Member Firm. We welcome the opportunity to explore new relationships with firms that share our core values. The addition of new Member Firms brings new perspectives, new leaders, and new possibilities to the M Community. Please connect with us by providing information about you and your firm.

mfinancialgroup.com

Carrier Relationships - M Financial

http://mfinancialgroup.com/carrier-relationships

How M is Different. Find a Member Firm. How M is Different. Find a Member Firm. Aligned Values, Driving Sustainable Solutions. Our longstanding relationships with the countrys most distinguished insurance carriers give Member Firm clients exclusive access to distinctive financial solutions. Our collective buying power results in exclusive pricing and servicing enhancements that are passed on to new and existing clients. 1125 NW Couch Street. Become a Member Firm. Become a Member Firm.

mfinancialgroup.com

Site Map - M Financial

http://mfinancialgroup.com/site-map

How M is Different. Find a Member Firm. How M is Different. Find a Member Firm. How M Is Different. Become a Member Firm. Find a Member Firm. 1125 NW Couch Street. Become a Member Firm. Become a Member Firm. We welcome the opportunity to explore new relationships with firms that share our core values. The addition of new Member Firms brings new perspectives, new leaders, and new possibilities to the M Community. Please connect with us by providing information about you and your firm.

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Adaptivity yields survival. Innovation drives growth. To bend with the winds of change is to remain unbroken. as we move into the mid-teens of the 21st century, M Financial group is poised to continue as a thought leader with the creation of a host of new insurance products designed specifically for the affluent and upwardly mobile. This is what differentiates M Financial an ability to lead with ideas and execute with boldness, making us transformative in what we do for clients who place their trust in us.

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