M Financial Group

M Financial Group Operating Metrics

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M Financial Group key operating metrics including Assets Under Administration, environmental, and social and governance score (ESG).

Assets Under Administration

$5.4B

20.0%

FY, 2024

Aggregate Death Benefit

$840M

16.5%

FY, 2024

Life Insurance In Force

$202B

3.1%

FY, 2024

Operating Metrics

Metrics	FY, 2022	FY, 2023	FY, 2024
Assets Under Administration	$4.0B	$4.5B	$5.4B
Aggregate Death Benefit	$500.0M	$721.0M	$840.0M
Life Insurance In Force	$194.0B	$196.0B	$202.0B
Number of Life Policies Inforce	72.8K	72.7K	71.8K
Member Firms	130	130	140
Strategic Partners			2
Partner Carriers			5
Industry Partners			4

40-49 out of 100

Community

Employees

Environment

Governance

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Source:CSRHub