Investment & Insurance Services  

M Benefit Solutions – Bank Strategies | Overview

GW Financial is a BOLI Advisory firm for M Benefit Solutions – Bank Strategies which is the Independent Community Bankers of America (ICBA) endorsed provider (Discounted fees to member banks).

Highlights:

  • A combined staff of over 200 employees including professionals in the field of taxation, accounting, law, actuarial science, and finance, with extensive expertise in all aspects of total compensation and insurance analysis.
  • 25 year commitment to client service with average administrative staff tenor of 12 year servicing all sizes of clients from community banks to numerous Fortune 1000 clients.
  • Exceptional in house information systems - IT staff designs, develops, and supports administration system and interactive website, as well as a large database that tracks census and insurance information.
  • Past five years completed SAS 70 Type II audit.
  • Financial Strength as part of the M Financial family –
    • Over 125 Member Firms throughout the country
    • More than $34 billion of total assets under management
    • Over $122 billion of face value inforce
    • 2009 revenues exceeded $691 million
  • Negotiating strength and marketing power with propriety product development.
  • Legislative and Legal Strength - 12 Association for Advanced Life Underwriting Presidents have been Principals of Member Firms. Our clients benefit from the close contact we have with, and the monitoring of, such legislative activity.

Additional information such as such as white papers, newsletters, seminar announcements, legal & tax notifications can be found on the M Benefit website at www.mben.com/bank.
Home | About Us | Executive Benefits | Wealth Management | M Bank Strategies | Tax Exempt Entities | The Market | Contact Us

GW Finacial is presently licensed to sell traditional life insurance in CT,DC,FL,IA,MA,MD,ME,MI,NH,NJ,NY,OR,PA,RI,VT. Insurance services are limited to residents of the above listed state. Residents of other states should consult with a local agent for insurance services.

Variable life and annuity products, as well as other securities products, may be sold in CT,DC,FL,IA,MA,MD,ME,MI,NH,NJ,NY,OR,PA,RI,VT. Residents of other states should consult with a local registered representative for securities products.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser,
Member FINRA/SIPC. GW Financial is independently owned and operated.

GW Financial is an affiliate firm of M Benefit Solutions, a Member Firm of M Financial Group.
Please go to mfin.com/DisclosureStatement for further details regarding this relationship.

This material is intended for informational purposes only and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.