Case Study: M Financial Group achieves streamlined underwriting and doubles policy coverage to $200M with Wealth‑X Professional (Wealth‑X)

M Financial Group - Customer Case Study

M Financial Group, a leading financial services design and distribution company with more than 155 Member Firms and roughly $1 billion in annual life insurance sales, faced inefficiencies in the underwriting life cycle when engaging ultra‑high net worth clients. To increase productivity, reduce redundant research, and better compete in the marketplace, M Financial sought a single, reliable intelligence source from Wealth‑X.

M Financial secured a membership to Wealth‑X Professional, gaining access to the largest collection of hand‑curated UHNW dossiers across 19 sections to create a holistic client view and minimize duplicate sources. Using Wealth‑X Professional intelligence, the team reallocated resources to relationship building and expanded business pipeline — notably enabling an increase in proposed coverage from US$100 million to US$200 million (a 100% uplift) for a Southeastern U.S. UHNW client.

M Financial Group