Member Firm Service Model Guidelines

The above principles attempt to articulate the drivers of our commitment to deliver superior client service and advocacy. The following details how these principles manifest themselves in our service model.

Predicated on a commitment to integrity, objectivity, competence, fairness, confidentiality, professionalism, and vigorous diligence, M Financial’s service model guidelines are organized into seven components.

  • Information Gathering, Analysis, and Recommendations
  • Product Selection
  • Carrier Selection
  • Underwriting
  • Policy Delivery
  • Periodic Reviews
  • Ongoing Service/Administration

With the commitment and capabilities of our Member Firms, we are confident in our ability to deliver a level of service that leads the industry and honors the trust clients place in us.

Additionally, we want to celebrate the independence and entrepreneurial spirit resident within Member Firms.  While the guidelines articulate a standard of commitment to a differentiated service model, the way in which this commitment is supported (in terms of execution) will vary by Firm.  However, all Firms believe that the first step in advocating for and protecting clients is to make sure they have the information required to make informed decisions.  With this knowledge, Member Firms and clients can move forward effectively and efficiently to achieve shared success.

M Financial is, and always will be, about serving clients for the long term.  We value input from clients on everything we do, including the way in which we deliver advice, service, and advocacy.  Comments and insight on what we are doing well and where we can improve are appreciated.