M Financial Forms Alliances With PNC and The Links
PNC will begin referring business to M Financial in October.
M Financial Group — a group for independent financial services design and distribution companies — has announced two new alliances.
(Related: M Financial Makes Penn Mutual Its Primary Whole Life Supplier)
The Portland, Oregon-based group has formed an insurance marketing and service agreement with arms of PNC Financial Services Group Inc., a banking company with $273 billion in deposits.
M Financial will offer insurance products and related services to clients of PNC’s WealthManagement and Hawthorn, PNC Family Wealth units.
The units will start referring clients to M Financial Oct. 7, M Financial says.
M Financial has also formed a separate talent development relationship with The Links.
The Links is an international nonprofit that serves about 16,000 professional women of African ancestry, in 288 chapters across 41 states, the District of Columbia, the Commonwealth of the Bahamas, and the United Kingdom.
The Links’ Links Economic Empowerment Program will refer members to M Financial’s Magnet Program, M Financial says.
The M Financial Magnet Program provides training and mentoring for financial professionals.
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