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
7.3.3
August 10, 2026
This release includes bug fixes and performance improvements, along with: • Tasks: Collaborate more effectively with @mentions in comments and keep work on track with automatic overdue task escalations. • Forms: Open and complete forms directly from single-form tiles for a faster and more seamless experience. • Messaging: Better group management, refined editing controls, and improved message delivery for a more reliable messaging experience. • Recognition: Explore the new Reward Store on mobile with physical rewards, digital gift cards, and charitable donations. • Alerts: Schedule alerts with greater precision and flexibility.
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