The company was co-founded by Peter W. Mullin, Mark Solomon, Carl Mammel, and Eli Morgan in 1978.[2][3][4]
Over the years, the M Financial Group partnered with many insurance companies. Five years after its creation, in 1983, it partnered with Pacific Life.[2] Three years later, in 1986, it partnered with Unum.[2] By 1987, it had also partnered with Prudential Financial.[2] Five years later, in 1992, it partnered with John Hancock Financial.[2] By 2006, it had partnered with the Nationwide Mutual Insurance Company.[2] In 2011, it partnered with TIAA–CREF.[2]
By 2008, its annual sales had grown by 75%, up to US$2 billion.[5]
In 2014, the company established the M Center of Excellence at The American College of Financial Services, in partnership with the USC Davis School of Gerontology.[2]
Its chief executive officer and president is Russell Bundschuh.[6]
In 2019, M Financial Group partnered with PNC Financial Services Group in providing insurance products and services.[7]
