Expertise and Purchasing Power

Expertise

M Members represent some of the best and the brightest minds in the industry, and participate in a community of sharing that facilitates an exchanges of new ideas and best practices. This collaboration continues to deliver significant value to all Member Firm clients.

Member Firms are also actively involved in preserving the ability of clients to effectively plan for the future.

Twelve Member Firm Principals have served as president of the Association for Advanced Life Underwriting (AALU), the life insurance industry's preeminent advocacy organization; dozens more have served on the AALU Board and various committees.
M Financial is the only producer organization that is an active member of the American Council of Life Insurers (ACLI).

Purchasing Power

Collectively, M Member Firms are among the largest buyers of insurance and financial products in the nation. In terms of purchasing power, M Financial's results tell the story. Since 1978, M Financial's sales have grown at a compound annual growth rate of 23%. In 2008, M Financial's sales (including life insurance, annuities, disability, and 401(k) totaled $1.5 billion.

Disclaimer

Mezrah Financial and their agents Lee Mezrah and Leon Mezrah are presently licensed to sell traditional life insurance in the states of CT, FL, GA, IL, NJ, NY, OH, PA, TX, UT, VA, and WA. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.

Mezrah Financial and their Registered Representatives Lee Mezrah* is currently licensed to sell variable life and annuity products, as well as other securities products, in the states of CA, CT, FL, GA, IL, MD, MO, NJ, NV, NY, and OH. Residents of other states should consult with a local Registered Representative for securities products.

Proper state registration is mandatory prior to conducting business in any state.

The contents of this site are for informational purposes only and are not to be construed as an offer to sell or a solicitation to buy any securities. Such offers can only be made where lawful under applicable law. The contents of this site have been compiled from sources which we believe to be reliable, but are not guaranteed. Mezrah Financial does not warranty, guarantee or make any representations, or assume any liability with regard to financial results based on the use of the information in the site.

The principle place of business and the state of domicile for Mezrah Financial is:

5350 W. Kennedy Blvd
Tampa, FL 33609
(813) 282-3100

Securities and Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor Member FINRA/SIPC. Mezrah Financial is a member of M Financial Group.
Please go to www.mfin.com/DisclosureStatement for further details regarding this relationship.