Specialized Expertise in Large Life Insurance Placements

BryanMark Group leverages M Financial’s arrangement with partner carriers that gives us a special look into the “black box” of carrier practices to unlock customized value for our clients, ensuring that every client receives the best policy for their individual needs.


Pulling Back the Curtain & Challenging Industry Practices

BryanMark Group has grown into a highly successful independently owned insurance firm by focusing on one niche area – large and complex life insurance placements – and striving to do it better than anyone else. We accomplish this by applying our specialized array of resources to look deeply in to the “black box” of life insurance pricing practices to unlock customized value for our clients.

As a Member Firm of M Financial Group, our clients have access to a full suite of M proprietary products only available to M Financial Group Member Firms.


The M Proprietary Advantage

M Financial Group was founded on the premise that affluent individuals require specialized solutions to accomplish the goal of strategically positioning large life insurance policies within estate and business succession structures.  The M Proprietary Products are an exclusive suite of life insurance policies issued by leading life insurance carriers and are priced using mortality tables that segregate affluent individuals and are only available through M Member Firms.


Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA / SIPC. BryanMark Group is independently owned and operated. Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck. BryanMark Group is a Member Firm of M Financial Group. Please go to http://www.mfin.com/ and click on “Disclosure Statement” at the bottom of the home page for further details regarding this relationship.

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.