Sun Life Financial U.S. and M Financial Group today announced an agreement to offer Sun Life life insurance and annuity products and services to M Financial’s member firms and their high net worth clients.
In addition, Sun Life will provide a variety of dedicated resources to support M Financial member firms, including sales and marketing support, underwriting, and policyholder service.
“We are pleased to welcome Sun Life Financial as our newest partner carrier,” said Fred Jonske, president and CEO of M Financial, in a release. “Throughout our discussions, the Sun Life Financial team has demonstrated a clear understanding of the needs of our member firms and their affluent clients. They stand ready to provide the products — including proprietary offerings — and service required to earn business from our member firms.”
“This relationship represents a significant expansion of Sun Life Financial’s distribution capabilities,” said Bob Salipante, president of Sun Life Financial U.S.
With over 110 member firms in 35 states, M Financial is one of the s leading distributors of financial products and services in the U.S. Since 1978, its network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1,000 companies.
Sun Life U.S., M Financial form distribution relationship
Insurer’s products to be marketed to affluent clients
- By: IE Staff
- February 27, 2006 February 27, 2006
- 12:30