TIAA-CREF Life Insurance Company has signed an exclusive agreement to offer its life insurance products to M Financial Group's member firms and their clients.
Through the deal, TIAA-CREF Life will gain access to M Financial’s ultra high-net worth client base, significantly expanding its distribution network.
TIAA-CREF Life will also develop a series of proprietary life insurance products that will be sold exclusively through M Financial and its affiliated licensed producers.
Additionally, TIAA-CREF Life will provide a variety of dedicated resources to support M Financial’s member firms, including sales and marketing support, underwriting and policyholder service.
TIAA-CREF Life Insurance Company president and CEO of Tony Garcia said the core values that permeate M Financial – including their passion for client advocacy, service differentiation, and superior product performance – present their organization with an opportunity to not only partner with an industry leader but grow in a manner consistent with TIAA-CREF’s heritage.
M Financial president and CEO Fred Jonske said TIAA-CREF Life’s reputation and financial strength, client focus and understanding of the expectations of our Member Firms make them an ideal partner for them.