The Koptis Organization, Inc. is a member firm of M Financial Group. M Financial is a unique network of select independent insurance, investment, and executive benefit firms – a productive partnership dedicated exclusively to serving the needs of successful individuals, families, and businesses.
The Member Firms of M Financial Group blend best practices for designing programs, administering client services, monitoring product performance, and communicating ideas. This pooling of resources allows us to offer professional assistance that would be impossible for any single firm to offer individually. We offer clients and their advisors the advantages of a personalized local relationship, backed by the influence and capabilities of a national organization.
M Financial provides uncommon industry resources. It functions as an insurance purchasing collective offering products designed specifically to meet the needs of high net worth individuals. Some products are developed exclusively for distribution through M member firms. The high volume of business generated by M member firms creates an unusual collective buying power in the marketplace influencing product design. This buying power along with rigorous due care form the basis for unique relationships with some of the nations leading insurance carriers. This advantage provides access to specialty product, pricing and performance not commonly found in the marketplace today.
The Life and Health Insurance Foundation for Education (LIFE) is a non-profit organization designed to address the public’s growing need for information and education on life, health, and disability insurance. LIFE also seeks to remind people of the important role agents perform in helping families, businesses, and individuals find the insurance products that best fit their needs.
LIFE was formed in 1994 by seven insurance groups, representing 160,000 agents in the U.S. and Canada, which saw a strong need for public education. Since then, LIFE has developed a diverse educational program which educates consumers and empowers them with the knowledge needed to make informed insurance decisions.
The Million Dollar Round Table (MDRT) is the premier association for sales professionals in the life insurance-based financial services business.
Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales skills and client service while maintaining a culture of high ethical standards.
Round Table membership is an exclusive honor that is achieved only by the top 6 percent of all life insurance producers worldwide. MDRT is comprised of nearly 20,000 qualifiers that reside in more than 50 nations and represent about 450 companies.
Wall Street Journal is a prime source of financial and business news, updated countinually.
The Estate Planning Council of Cleveland was founded in the 1930’s. Our membership constituency includes a wide array of professionals working in the Greater Cleveland, Ohio area as attorneys, accountants, bankers and trust officers, financial planners, insurance agents, appraisers and representatives from various charitable organizations. We are a diverse network of professionals committed to educating ourselves and our community about estate planning.
Society of Financial Service Professionals
Our mission is to advance the professionalism of credentialed members in diverse disciplines so that they may better serve their clients’ financial needs.
National Association of Insurance and Financial (AdvisorsNAIFA) is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through it’s federations of over 900 state and local associations.
The mission of The American College is to raise the level of professionalism of its students and, by extension, the financial services industry as a whole.
The mission of Association for Advanced Life Underwriting (AALU) is to monitor, develop and present legislation and regulation in the areas of advanced life insurance planning, so as to serve the best interests of its members and the general public. It is also the mission of AALU to provide education and leadership in sustaining and improving the business environment for those engaged in advanced life insurance planning.
The Corporation for Long-Term Care Certification is committed to the ethical selling of long-term care insurance.
National Association of Health Underwriters (NAHU) will improve it’s members’ ability to meet the health, financial and retirement security needs of all Americans through education, advocacy and professional development. Every American will have access to private sector solutions for health, financial and retirement security and the services of insurance professionals.
UnitedHealthOne is the brand name of the UnitedHealthcare family of companies that offers personal health insurance products. Golden Rule Insurance Company, a UnitedHealthcare company, is the underwriter and administrator of these plans. With over 60 years of experience servicing individuals and families, Golden Rule provides high-quality products, timely claims handling, and outstanding customer service.
International travel can be an exciting adventure, but it can also bring many unpredictable situations if you should need medical care while you’re abroad. We provide U.S. citizens and non-U.S. citizens with international insurance resources to ease the stress of an unfamiliar culture or medical system. From needing individual coverage for a vacation to group coverage for employees in locations around the world, our site has a product to meet your needs. By clicking or the link you are able to utilize SelectaPlan®, quickly directing you to the plan(s) that will best meet your needs, those of your family, or your company.
WARNING: When you link to any of these web sites provided, you are leaving this site. M Holdings Securities, Inc. makes no representation as to the completeness or accuracy of information provided at these sties. Nor is M Holding Securities, Inc. liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving our web site and assume total responsibility and risk for your use of the sites you are linking to.