Sage team joins industry professionals for annual M Financial Marketing Meeting

As part owner of M Financial – a premier financial services design and distribution firm serving the ultra-affluent and corporate markets,  members of our team were invited to take part in their annual marketing meeting, complete with three days of educational conferences and enlightening discussion on the latest proprietary products. Keynote speakers offered their insights with real-life experiences.

The three day conference included a variety of sessions focused on catering to the needs of clients in specific markets and with specialized needs, as well as dissecting various products and their relevance to individual cases. Of specific interest to our firm were the following lectures, to name a few:

  • Client Relationship Maximization
  • The Client Review Process
  • Effective Underwriting Decisions
  • Dynamics of the Growing International Market
  • Succession Planning for Business Owners and Key Executives

We are an unbiased, objective and expert advisory team in the realm of estate planning, yet our partnership with M often provides us with an enhanced outlook on products, their deliverability, and how best to not only identify clients, but serve them well.



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