Company Information

Get to know m benefit solutions

Founded in 1997 and headquartered in Portland, Oregon, M Benefit Solutions specializes in creating executive benefit programs designed to recruit, retain, and reward key employees. As a member of M Financial Group, a leading financial services design and distribution company, they leverage proprietary products and a collective expertise to serve their clients. Their core services revolve around non-qualified deferred compensation plans, supplemental executive retirement plans (SERPs), and financing strategies using Bank-Owned Life Insurance (BOLI) and Corporate-Owned Life Insurance (COLI). The firm provides comprehensive, end-to-end services, from initial plan design and financial modeling to ongoing administration and compliance support.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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m benefit solutions

United States

Founded in

1962 (64 Years)

Founded

Last online: No recent activity

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Markets.com

(327 reviews)

United States

2008

(18 years)

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A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.