Elevated Growth, Exceptional Connections
Since 2022, M Financial has been on a multi-year transformation of our operational environment. In 2025, we earned the right to grow. Product sales on our proprietary MAGNASTAR® platform saw explosive growth, and the number of new firms to join M continued to rise. We launched an entirely new proprietary product with our Partner Carrier John Hancock, celebrated the launch of our Back Office Solutions service for firms, connected as a community at signature M events, and supported causes close to our heart.
Our 2025 Year in Review captures key milestones as we transition into a new year and new opportunities to continue to grow, connect, and innovate.
M Community Grows With New Firm Additions
The year 2025 continued with our strong focus on growing the number of exceptional firms in the M Financial network. New Member Firms include:
- BFA Wealth Partners
- Donfeld Insurance Services Corp.
- EHD
- Gideon Strategic Partners, LLC
- McHenry Advisers
- Rohe Levy Financial and Insurance Services, LLC
- Valley Financial Solutions
- VISO Insurance Services, LLC
- WealthPoint
MAGNASTAR® Sales Skyrocket in 2025
Demand for PPLI products on M Financial’s proprietary multi-carrier MAGNASTAR platform dramatically increased in 2025, leading to record sales.
M Introduces
Majestic VUL 25
M Financial Group, in collaboration with John Hancock, announced the launch of Majestic Variable Universal Life 25, a differentiated proprietary life insurance solution designed in-house with strategic direction from M Financial Member Firms.
M Launches
Back Office Solutions
In 2025, M Financial launched back-office service capabilities for our Member Firms, enabling firms to focus more intently on building client relationships and addressing clients’ planning needs.
Steve Sanders Joins M Financial Group
as COO
In September, Steve Sanders joined M Financial Group as M's new Chief Operating Officer to oversee operations across M Financial’s Distribution businesses and our Technology function.
M Community Shines at Signature Events
Anchored by staple events such as M Connect, National Advisors Conference, and the annual Marketing Meeting, 2025 presented even more opportunities for the M Community to connect, learn, and celebrate.
Industry Accolades for M & Member Firms
We were pleased to see industry recognitions for M Financial and our Member Firms over the course of the year, including accolades from Ward's 50®, NAPA, Forbes/SHOOK Research, and Pacific Life.
Stepping Up Support in Our Communities
M Financial Group supported our philanthropic partners in 2025, including Big Brothers Big Sisters and Financial Beginnings, and stepped up giving in the face of disasters that devastated local communities in Texas and California.
M's Dallas Office Among “Coolest Offices in DFW”
In March, the Dallas Business Journal featured M Financial’s new Dallas office in its article series, “Coolest Offices in DFW.”