mben.com

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w-inline-block"><div class="utility-button-text">Member Login ›</div></a><div class="menu-button-2 w-nav-button"><div class="placeholder-icon w-icon-nav-menu"></div></div></div></div><form action="/search" class="simple-search-feature w-form"><input class="search-input-short w-input" autofocus="true" maxlength="256" name="query" placeholder="Search mfin.com" type="search" id="search" required=""/><input type="submit" class="search-button-short w-button" value="search"/></form></div><div class="hero subpage who-we-are ba"><div class="intro-content centered-parent-page"><div class="heading-2 sub-page-label">M BENefit solutions</div><div class="divider cyan"></div><div class="subpage-heading">Who We Are</div></div></div><div class="overview-section m-ben"><div class="overview-container w-container"><img src="https://cdn.prod.website-files.com/5f4ebf41b1e71aa03010c0a7/63123634b4a9e72693726293_M-Benefit-R_logo_Indigo.svg" loading="lazy" alt="" class="m-logo-graphic"/><div class="heading-2 overview-heading">Building exceptional executive benefit solutions</div><p class="overview-paragraph">For nearly 50 years, M Benefit Solutions has been helping companies develop executive benefit and funding strategies that address their business goals and deliver an advantage in a competitive talent marketplace—earning the trust of advisors, key employees, companies, and financial institutions along the way.</p><a href="https://login.mben.com/" target="_blank" class="secondary-cta margin-top w-button">Client Login ›</a></div></div><div class="solution-network-card-section m-ben-who"><div class="split-page-container w-container"><div class="solutions-or-network-cards-grid m-ben-who"><div id="w-node-_7f0173e1-32b5-fb9f-a6a5-61287e392f19-6342d671" class="solution-or-network-card"><div class="solution-network-card-content"><img src="https://cdn.prod.website-files.com/5f4ebf41b1e71aa03010c0a7/5f7f490b99c60ff75f13a123_H-Icons_White_PlanDesign.svg" loading="lazy" alt="" class="solution-card-icon"/><div class="heading-2 solution-card-heading">Plan Design and Consultation</div><p class="solution-card-copy">Our consulting team develops high-impact executive benefit programs to help attract and retain top talent.</p></div></div><div class="solution-or-network-card"><div class="solution-network-card-content"><img src="https://cdn.prod.website-files.com/5f4ebf41b1e71aa03010c0a7/5f77b44b644ccddefff48c93_H-Icons_White_Safe.svg" loading="lazy" alt="" class="solution-card-icon"/><div class="heading-2 solution-card-heading">Funding and Security Solutions</div><p class="solution-card-copy">We help clients evaluate and select strategies that offset costs and meet their financial objectives.</p></div></div><div class="solution-or-network-card"><div class="solution-network-card-content"><img src="https://cdn.prod.website-files.com/5f4ebf41b1e71aa03010c0a7/5f736566bdb9d0460a294f89_H-Icons_White_TechExpertise.svg" loading="lazy" alt="" class="solution-card-icon"/><div class="heading-2 solution-card-heading">Implementation and Administration</div><p class="solution-card-copy">Our experienced service team drives successful plan outcomes through sophisticated capabilities and client-first recordkeeping.</p></div></div></div></div><a href="/mben-services" class="secondary-cta margin-top w-button">View Services ›</a></div><div class="core-value-section m-ben-who"><div class="core-value-card-container m-ben-who w-container"><div class="centered-header"><h1 class="heading-1">The M Benefit Solutions Advantage</h1><div class="divider cyan"></div></div><div class="core-value-card-wrapper"><div class="core-value-icon-frame"></div><div class="core-value-card-grid"><div class="core-value-card"><h2 class="heading-2 left-justiied card">Robust, Proprietary Technology </h2><p class="our-network-paragraph card">Developed in-house with a high level of flexibility, M Benefits&#x27; administrative websites support compliance and reporting needs while innovating to keep pace with security best practices and clients’ evolving needs.</p><div data-w-id="7f0173e1-32b5-fb9f-a6a5-61287e392f3e" class="sub-page-icon-wrapper tl mb"><img src="https://cdn.prod.website-files.com/5f4ebf41b1e71aa03010c0a7/5f7f4a68b3e701c8c0e803a1_H-Icons_None_Tech.svg" loading="lazy" width="60" alt="" class="sub-page-icon corner"/></div></div><div class="core-value-card"><h2 class="heading-2 left-justiied card">Rooted in Deep Experience</h2><p class="our-network-paragraph card">An experienced team of accountants, attorneys, actuaries, finance, and service professionals help clients navigate legal, tax, regulatory, and other complex matters that impact non-qualified arrangements.</p><div data-w-id="7f0173e1-32b5-fb9f-a6a5-61287e392f45" class="sub-page-icon-wrapper tr mb"><img src="https://cdn.prod.website-files.com/5f4ebf41b1e71aa03010c0a7/5f7f4be84e740beb1576bb3b_H-Icons_NoBG_StrategicPartner.svg" loading="lazy" width="60" alt="" class="sub-page-icon corner"/></div></div><div class="core-value-card"><h2 class="heading-2 left-justiied card">Committed to Collaboration</h2><p class="our-network-paragraph card">M Benefits works closely with clients to tailor a roadmap for high-performing plan design and seamless plan management. Our unbiased, proactive, and responsive support leads to enduring client relationships.</p><div data-w-id="7f0173e1-32b5-fb9f-a6a5-61287e392f4c" class="sub-page-icon-wrapper bl mb"><img src="https://cdn.prod.website-files.com/5f4ebf41b1e71aa03010c0a7/5f6e8614d15e4f2e77cfee09_H-Icons_NoBG_Collaborators.svg" loading="lazy" width="60" alt="" class="sub-page-icon corner"/></div></div><div class="core-value-card"><h2 class="heading-2 left-justiied card">Singular Focus</h2><p class="our-network-paragraph card">M Benefits focuses solely on executive benefit solutions, helping to ensure that our clients receive the care, continuity, and long-term commitment essential to their success.</p><div data-w-id="7f0173e1-32b5-fb9f-a6a5-61287e392f53" class="sub-page-icon-wrapper br mb"><img src="https://cdn.prod.website-files.com/5f4ebf41b1e71aa03010c0a7/5f7f4a8d8e342502edb2f904_H-Icons_none_Focus.svg" loading="lazy" width="60" alt="" class="sub-page-icon corner"/></div></div></div></div></div></div><section id="cards-section" class="cards-section leaderhip"><div class="split-page-container w-container"><div id="leadership-section" class="centered-header leadership"><h1 class="heading-1"><strong class="heading-1 center">M Benefit Solutions Team</strong></h1><div class="divider yellow"></div></div><div class="leadership-cards-wrapper"><div data-duration-in="300" data-duration-out="100" data-current="Tab 1" data-easing="ease" class="w-tabs"><div class="tabs-menu horizontal leadership w-tab-menu"><a data-w-tab="Tab 1" class="tab benefits-solution-team w-inline-block w-tab-link w--current"><div>Management</div><div class="tab-circle"></div></a></div><div class="w-tab-content"><div data-w-tab="Tab 1" class="tab-content w-tab-pane w--tab-active"><div class="w-dyn-list"><div role="list" class="leadership-card-grid w-dyn-items"><div id="w-node-_7f0173e1-32b5-fb9f-a6a5-61287e392f6b-6342d671" role="listitem" class="w-dyn-item"><div class="leadership-card"><div data-w-id="7f0173e1-32b5-fb9f-a6a5-61287e392f6d" class="leadership-graphic-wrapper"><a href="/m-benefits-leadership/john-boulware" class="leadership-headshot-link w-inline-block"><img loading="lazy" alt="" src="https://cdn.prod.website-files.com/5f4ebf427c2595c6fb88781d/65541407d279120ef9e437ff_Untitled.png" sizes="(max-width: 479px) 100vw, (max-width: 767px) 63vw, (max-width: 991px) 28vw, 21vw" srcset="https://cdn.prod.website-files.com/5f4ebf427c2595c6fb88781d/65541407d279120ef9e437ff_Untitled-p-500.png 500w, https://cdn.prod.website-files.com/5f4ebf427c2595c6fb88781d/65541407d279120ef9e437ff_Untitled.png 600w" class="leadership-graphic"/><div class="overlay"></div></a><div class="leadership-graphic-bar"></div></div><h3 class="heading-2 leadership-name">John Boulware</h3><div class="text-block-29">Director of Business Development</div><div class="w-condition-invisible w-dyn-bind-empty"></div><a href="/m-benefits-leadership/john-boulware" class="text-link-button leadership">View Bio ›</a></div></div><div id="w-node-_7f0173e1-32b5-fb9f-a6a5-61287e392f6b-6342d671" role="listitem" class="w-dyn-item"><div class="leadership-card"><div data-w-id="7f0173e1-32b5-fb9f-a6a5-61287e392f6d" class="leadership-graphic-wrapper"><a href="/m-benefits-leadership/jeff-currie" class="leadership-headshot-link w-inline-block"><img loading="lazy" alt="" src="https://cdn.prod.website-files.com/5f4ebf427c2595c6fb88781d/6549926dda80be39e93e6626_JeffC.jpg" sizes="(max-width: 479px) 100vw, (max-width: 767px) 63vw, (max-width: 991px) 28vw, 21vw" srcset="https://cdn.prod.website-files.com/5f4ebf427c2595c6fb88781d/6549926dda80be39e93e6626_JeffC-p-500.jpg 500w, https://cdn.prod.website-files.com/5f4ebf427c2595c6fb88781d/6549926dda80be39e93e6626_JeffC.jpg 600w" class="leadership-graphic"/><div class="overlay"></div></a><div class="leadership-graphic-bar"></div></div><h3 class="heading-2 leadership-name">Jeff Currie</h3><div class="text-block-29">VP, Head of Corporate Solutions</div><div class="w-condition-invisible w-dyn-bind-empty"></div><a href="/m-benefits-leadership/jeff-currie" class="text-link-button leadership">View Bio ›</a></div></div><div id="w-node-_7f0173e1-32b5-fb9f-a6a5-61287e392f6b-6342d671" role="listitem" class="w-dyn-item"><div class="leadership-card"><div data-w-id="7f0173e1-32b5-fb9f-a6a5-61287e392f6d" class="leadership-graphic-wrapper"><a href="/m-benefits-leadership/cody-jordan" class="leadership-headshot-link w-inline-block"><img loading="lazy" alt="" src="https://cdn.prod.website-files.com/5f4ebf427c2595c6fb88781d/64358a462b8382cfdfe4ec08_Jordan_Cody%201500x1500%20color.jpg" sizes="(max-width: 479px) 100vw, (max-width: 767px) 63vw, (max-width: 991px) 28vw, 21vw" srcset="https://cdn.prod.website-files.com/5f4ebf427c2595c6fb88781d/64358a462b8382cfdfe4ec08_Jordan_Cody%201500x1500%20color-p-500.jpg 500w, https://cdn.prod.website-files.com/5f4ebf427c2595c6fb88781d/64358a462b8382cfdfe4ec08_Jordan_Cody%201500x1500%20color-p-800.jpg 800w, https://cdn.prod.website-files.com/5f4ebf427c2595c6fb88781d/64358a462b8382cfdfe4ec08_Jordan_Cody%201500x1500%20color-p-1080.jpg 1080w, https://cdn.prod.website-files.com/5f4ebf427c2595c6fb88781d/64358a462b8382cfdfe4ec08_Jordan_Cody%201500x1500%20color.jpg 1500w" class="leadership-graphic"/><div class="overlay"></div></a><div class="leadership-graphic-bar"></div></div><h3 class="heading-2 leadership-name">Cody Jordan</h3><div class="text-block-29">Director, Consulting Services</div><div class="w-condition-invisible w-dyn-bind-empty"></div><a href="/m-benefits-leadership/cody-jordan" class="text-link-button leadership">View Bio ›</a></div></div><div id="w-node-_7f0173e1-32b5-fb9f-a6a5-61287e392f6b-6342d671" role="listitem" class="w-dyn-item"><div class="leadership-card"><div data-w-id="7f0173e1-32b5-fb9f-a6a5-61287e392f6d" class="leadership-graphic-wrapper"><a href="/m-benefits-leadership/amy-raeder" class="leadership-headshot-link w-inline-block"><img loading="lazy" alt="" src="https://cdn.prod.website-files.com/5f4ebf427c2595c6fb88781d/655413e8e312eebcf4858245_Amy.png" sizes="(max-width: 479px) 100vw, (max-width: 767px) 63vw, (max-width: 991px) 28vw, 21vw" srcset="https://cdn.prod.website-files.com/5f4ebf427c2595c6fb88781d/655413e8e312eebcf4858245_Amy-p-500.png 500w, https://cdn.prod.website-files.com/5f4ebf427c2595c6fb88781d/655413e8e312eebcf4858245_Amy.png 600w" class="leadership-graphic"/><div class="overlay"></div></a><div class="leadership-graphic-bar"></div></div><h3 class="heading-2 leadership-name">Amy Raeder</h3><div class="text-block-29">Head of Client Administration Services</div><div class="w-condition-invisible w-dyn-bind-empty"></div><a href="/m-benefits-leadership/amy-raeder" class="text-link-button leadership">View Bio ›</a></div></div><div id="w-node-_7f0173e1-32b5-fb9f-a6a5-61287e392f6b-6342d671" role="listitem" class="w-dyn-item"><div class="leadership-card"><div data-w-id="7f0173e1-32b5-fb9f-a6a5-61287e392f6d" class="leadership-graphic-wrapper"><a href="/m-benefits-leadership/kevin-segal" class="leadership-headshot-link w-inline-block"><img loading="lazy" alt="" src="https://cdn.prod.website-files.com/5f4ebf427c2595c6fb88781d/62cdafbd4c530e8c4e5ab6e9_Kevin-Segal.png" class="leadership-graphic"/><div class="overlay"></div></a><div class="leadership-graphic-bar"></div></div><h3 class="heading-2 leadership-name">Kevin Segal</h3><div class="text-block-29">Head of Client Relationship Management</div><div class="w-condition-invisible w-dyn-bind-empty"></div><a href="/m-benefits-leadership/kevin-segal" class="text-link-button leadership">View Bio ›</a></div></div></div></div></div></div></div></div></div><div class="html-embed w-embed"><style>
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</style></div></section><div class="split-page-sections gray"><div class="split-page-container w-container"><div class="w-layout-grid split-section-grid"><div id="w-node-_7f0173e1-32b5-fb9f-a6a5-61287e392f90-6342d671" class="half-page-copy-div"><h2 class="heading-1">Owned by M Financial</h2><div class="divider cyan sub"></div><p class="our-network-paragraph">As a subsidiary of M Financial, M Benefits offers clients key advantages:</p><ul role="list" class="bullet-list-small"><li><strong>Stability: </strong>A long-term commitment to the executive benefits market not subject to short-term profit pressures</li><li><strong>Financial strength:</strong> The resources to negotiate with life insurance carriers on clients’ behalf<br/></li><li><strong>Influence: </strong>Strong ties with governmental and industry groups to protect clients’ interests</li></ul></div><div id="w-node-_7f0173e1-32b5-fb9f-a6a5-61287e392f9b-6342d671" class="half-page-image-div"><img src="https://cdn.prod.website-files.com/5f4ebf41b1e71aa03010c0a7/62eaaf027e8c6d13399f370e_Owned-by-M.png" loading="lazy" sizes="(max-width: 479px) 83vw, (max-width: 767px) 87vw, (max-width: 991px) 90vw, 470px" srcset="https://cdn.prod.website-files.com/5f4ebf41b1e71aa03010c0a7/62eaaf027e8c6d13399f370e_Owned-by-M-p-500.png 500w, https://cdn.prod.website-files.com/5f4ebf41b1e71aa03010c0a7/62eaaf027e8c6d13399f370e_Owned-by-M-p-800.png 800w, https://cdn.prod.website-files.com/5f4ebf41b1e71aa03010c0a7/62eaaf027e8c6d13399f370e_Owned-by-M.png 960w" alt="" class="grid-image"/></div></div></div></div><div class="cta-image-section who-we-are"><div class="w-container"><div class="cta-image-content-div careers"><div class="heading-2 cta-image-copy">Get in touch with us at <a href="tel:503.238.1813" class="link white">503.238.1813</a> or <a href="mailto:[email protected]?subject=M%20Benefits%20Website%3A%20Inquiry" class="link white">[email protected].</a></div><div class="cta-image-section-btn-wrapper"><a href="/contact" class="primary-cta white w-button">Contact Us ›</a></div><div class="m-benefit-disclaimer w-embed"><p>M Benefit Solutions is a wholly owned subsidiary of M Financial Group.</p>
<p>M Benefit Solutions offers securities through M Holdings Securities, Inc. a Registered Broker/Dealer, Member <a href="https://www.finra.org/" target="_blank" title="Click to open Site" style="color: #ffffff;">FINRA</a>/<a href="https://www.sipc.org" target="_blank" title="Click to open Site" style="color: #ffffff;">SIPC</a>. M Benefit Solutions and M Holdings Securities, Inc. are affiliated companies and subsidiaries of M Financial Group.</p>
<p>M Benefit Solutions is also a Member Firm of M Financial Group</p>
<p>For important information related to M Securities, refer to the M Securities’ Client Relationship
Summary (Form CRS) by navigating to <a href="https://mfin.com/m-securities" target="_blank" title="Click to open Site" style="color: #ffffff;">https://mfin.com/m-securities.</a></p>
<p>Check the background of this Firm and/or investment professional on <a href="http://brokercheck.finra.org/" target="_blank" title="Click to open Site" style="color: #ffffff;">FINRA's BrokerCheck.</a></p>
<p>Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.</p>
<p>This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. </p>
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