Cohn Financial Group is a member firm and shareholder of the elite M Financial Group. M Financial, formed in 1978, is a global insurance buying syndicate with over $1 billion in annual revenue. Through M Financial Re, a wholly owned reinsurance company, member firms reinsure a portion of the risks of each policy. M Financial has over $33 billion in cash values and $120 billion face amount in-force (2012). In 1996, M Financials improved mortality (better than industry experience) coupled with better-than-industry persistency and lapses (based on M Financial Res actuarial data) was incorporated into a series of lower priced, proprietary products for M member firms, including Cohn Financial Group. Since then, M Financial has continued to innovate by co-manufacturing products with major U.S. life insurance companies to meet the unique tax deferral, performance, flexibility, and pricing needs of ultra-affluent clients. Our expertise and intellectual capital coupled with our access to M Financials proprietary products allow us to customize solutions and services specific to the unique needs of our clienteles.
