@MFinancialGroup

M Holdings Securities, Inc. is a Registered Broker/Dealer and a Registered Investment Advisor, member FINRA/SIPC.

 Portland, OR
mfin.com/social-media-disclosure
Joined April 2013
  • Tweets2.1K
  • Following471
  • Followers707
859Media
M Financial Group retweeted
CFP Board
@CFPBoard3 Mar 2022
The CFP Board #Center4FP launched a scholarship with the Financial Alliance for Racial Equity (FARE) to support Black & African American students pursuing CFP® certification. bit.ly/3C8LUEf @AdvisorGroupBDs @FTI_Global @Huntington_Bank @MFinancialGroup @NWFinancial @NFP
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M Financial Group retweeted
ACORD Standards@ACORD_Standards27 Dec 2021
#ICYMI, ACORD is part of a new initiative to help develop standards in Life Insurance Apps. Listen here to Andrew Kramer (@MFinancialGroup) and Debra Sahler (@ACORD_Standards) to learn more. Interested? Reach out to us at standards(@)acord(.)org. 📧 linkedin.com/feed/update/urn…

Standardized Life Insurance Application Project Group | ACORD

Did you know that ACORD is part of a new initiative to help develop Standardized Life Insurance Applications? Hear Andrew Kramer (VP and Chief Life Underwriter, M Financial Group) and Debra Sahler,...

linkedin.com
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M Financial Group retweeted
ACORD Standards@ACORD_Standards16 Dec 2021
Get the scoop from Andrew Kramer (@MFinancialGroup) and Debra Sahler (@ACORD_Standards) about ACORD's new project bringing the insurance industry together to help develop Standardized Life Insurance Applications. Interested? Email us at standards(@)acord(.)org! 📧
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.@MFinancialGroup's Beyond School Walls program in Portland engages employees in virtual mentoring & is the perfect example of developing resiliency in ourselves, our youth and within companies that are leading the way in corporate philanthropy & engagement. #IgnitePowerofYouth
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M Financial Group retweeted
TRC Financial@TRCFinancial24 Nov 2020
As an original M Financial Member Firm, TRC Financial has actively contributed to the growth and buying power that exists at M Financial today. We stand committed to our clients and are proud of the financial strength of the #lifeinsurance industry. vimeo.com/478682209/8ad04a66…
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A highlight of the giving season is being featured in the @PDXBIZJournal Book of Giving. If you are a subscriber, look for our listing in the print edition, sponsored by @MFinancialGroup. Our digital profile is also full of opportunities to get involved: tinyurl.com/BBBSPBJ2020
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M Financial Group retweeted
Lincoln Financial
@LincolnFncl12 Oct 2020
This National Retirement Security Month, help improve long term financial wellness with these key steps. fal.cn/3aSq2
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M Financial Group retweeted
Bob Plybon@BobPlybon21 Sep 2020
It’s Life Insurance Awareness Month @senthomtillis. As a financial security professional, I’m joining @Finseca to raise awareness about the importance of life insurance to ensure that your constituents are planning early and protecting their futures. #LIAM20
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M Financial Group retweeted
LifeAnnuitySpec@LifeAnnuitySpec15 Sep 2020
Q&A: What happens when a distributor reinsures products it sells: ow.ly/CXdB50BqDfy
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M Financial Group retweeted
Pacific Life@pacificlife14 Sep 2020
A cash value life insurance policy can give your retirement strategy some added flexibility when needed. Read four tips here: paclife.co/qcx94 #LIAM20 #LifeInsuranceAwarenessMonth
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M Financial Group retweeted
Finseca@Finseca19 Aug 2020
Register now for our special #beacon2020 webinar, "Social Selling 101," with @kevinknebl today at 11:00 a.m., EDT. He'll teach you how to leverage @LinkedIn and other social platforms to elevate your business. Sponsored by @nfp. virtual.beacon2020.org/page/…
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Black community and corporate leaders gathered at this week’s virtual #CAAFP2020 to lay a roadmap for inclusion in the financial services profession. Read the important takeaways for Black advancement in @FAmagazine. bit.ly/3klASlO #financialservices #diversitymatters
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M Financial Group retweeted
Finseca@Finseca28 Jul 2020
Tomorrow's #beacon2020 Plugged-In conversation will feature Wes Thompson, CEO of @MFinancialGroup. He'll discuss why #COVID19 might be the catalyst to change the most significant pain point of providing life insurance—underwriting. The video will be released on Wed., at 12pm, ET.
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M Financial Group retweeted
Scott Clemons@GSClemons24 Jul 2020
Looking forward to joining @MFinancialGroup next week! Plenty to talk about ...
M Financial Group@MFinancialGroup23 Jul 2020
Our next #FutureofInsurance session with investment strategist @GSClemons of Brown Brothers Harriman is on the opportunities and challenges market volatility is generating for HNW clients. Register for 7/29 webinar >> bit.ly/30z9kjy #mfinancialgroup #mspeakerseries
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To help your small business clients plan in the #COVID19 era, you need expert knowledge. Read more in our latest blog post on how you can give them a solid footing for the future. bit.ly/3j9BhXH #combatingCOVID #businessplanning
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Liz Ficken, MBA '22, has a new position at @MFinancialGroup. She is now a practice consultant. Way to go Liz! #OEMBAproud #congrats #class36 #EMBA #Portland #MBA #Oregon
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Wes Thompson and Board Chairman John Barry unveil M’s vision: Who We Are and Where We’re Headed. #2020NAC #MFinancialGroup #Mfinancial
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M Financial Group retweeted
Vie International@VieInt10 Feb 2020
Kicking off our #MondayMotivation at the @MFinancialGroup National Advisors Conference in Boca Raton #2020NAC #vieinternational
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Replying to @MFinancialGroup @EnzaFinancial @RoseStAdvisors
@MFinancialGroup @EnzaFinancial @RoseStAdvisors
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The first #BeyondSchoolWalls program of the new school year kicked off at @MFinancialGroup with a room full of smiling faces! Summer break is over and the season of gratitude and joy has begun. #BetterTogether #IgnitePotential #CommunityInvolvement
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