Rose Street Advisors is proud to be one of only 140 independent firms to qualify as a member of the elite M Financial Group.

As a member firm of M Financial, we are able to give our clients access to a suite of life insurance products developed specifically for high-worth individuals, and only available through M Financial Group’s member firms.  Or relationship with M Financial and M Partner Carriers allows us to better serve our clients from policy design and underwriting through delivery and ongoing maintenance.

An equity stake

M Financial Re, a reinsurance subsidiary of M Financial Group is owned by M member firms and reinsures a large percentage of member firm business.  By investing more than $50,000,000 each year, M member firms have an equity stake in their businesses and a vested interest in their clients.

Benefits to our clients

Because of our equity stake in the business we place, Rose Street Advisors has access to mortality, persistency, underwriting and other data of each M proprietary carrier. This information is typically very confidential. We can then use this data to influence carriers to develop competitively priced new products and lower the costs within existing policies.