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Deals & People October 25, 2011
TIAA-CREF and M Financial Form Partnership
TIAA-CREF
Life Insurance Company and M Financial Group announced an exclusive agreement
to offer TIAA-CREF Life’s life insurance products to M Financial’s Member Firms
and their clients.
Reported by PLANADVISER staff
Through this relationship, TIAA-CREF Life will gain access to M Financial’s ultra high-net worth client base, significantly expanding its distribution network. TIAA-CREF Life will also develop a series of proprietary life insurance products that will be sold exclusively through M Financial and its affiliated licensed producers. In addition, TIAA-CREF Life will provide a variety of dedicated resources to support M Financial’s Member Firms, including sales and marketing support, underwriting and policyholder service.
“The core values that permeate M Financial — including their passion for client advocacy, service differentiation, and superior product performance — present our organization with an opportunity to not only partner with an industry leader but grow in a manner consistent with TIAA-CREF’s heritage,” said Tony Garcia, President and CEO of TIAA-CREF Life Insurance Company.