Inforce Management

Our Commitment to Inforce Management

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 inforce management may be M Financial’s most powerful differentiating characteristic. M Financial is unique in the industry in both philosophy and practice—no other organization provides this level of service to its clients.

M Financial’s Inforce Management Principals

• 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.

The principal place of business and the state of domicile for Cornerstone Consulting Group,LLC is:
4040 Embassy Parkway, Suite 310
Akron, OH 44333
Phone (330) 665-2376
Fax (330) 670-1081

Disclaimer

Securities and Investment advisory services offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA/SIPC. Cornerstone Consulting Group, LLC is independently owned and operated.

Cornerstone Consulting Group, LLC is a member of M Financial Group.
Please go to mfin.com/DisclosureStatement for further details regarding this relationship.