About

M3 Financial brings a wealth of experience and history to the table. In the brief period since our inception in 2007, we have aligned with over 75 independent brokerage agencies and broker dealers, with a single goal of helping grow their fixed annuity business. With that focus in mind, we have grown from a fledgling company to billion dollar annuity operation in seven years. In addition, our team has experience in virtually every aspect of the business, from sales and marketing to product design.