Free
About
Built specifically for Member Firms, this app helps support your client relationships. Easily access M Financial and Carrier information at any time, including:
• All M platforms
• The Key Product Comparison tool
• Product and M Carrier documents
• Underwriting guidelines
• Compliance information
• Upcoming events and webinars
• Marketing materials
• Commissions on Demand
• Industry news
You’ll also get notifications and alerts to keep you in the loop.
Simplify your work and business. Get the app today.
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What's New in M Financial
7.3.0
July 13, 2026
This release includes bug fixes and performance improvements, along with: • Tasks: Enhanced task management with support for recurring tasks and task reassignment • Profile: Refreshed profile experience with richer employee information and quick actions • Events: View Google Calendar and Outlook Calendar events directly in the Events tab • Content: Streamlined approval workflows for scheduled content and AI-generated summaries for manually translated content • Mobile Security: Enhanced security controls for copy, screenshots, screen recordings, and file downloads
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