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Lombard International Launches Bespoke Solution for M Financial Group
[April 19, 2017]

Lombard International Launches Bespoke Solution for M Financial Group


Lombard International, a global leader in wealth-structuring solutions for the high net worth market, announced the launch of a new proprietary Private Placement Variable Annuity solution, named "M PPVA", exclusively for M Financial Group and its member firms.

The M PPVA provides access to an institutionally priced option for a tax efficient investment vehicle, partnering the wealth structuring expertise of Lombard International with the high caliber of dedicated service that M Financial Group's wealth planning capability brings. The M PPVA provides access to over 200 Insurance Dedicated Hedge Funds and Mutual Funds on the Lombard International investment platform.

Michael Gordon (News - Alert), US President and CEO of Lombard International, commented: "Variable annuities are a $1.9 trillion* industry in the US today, and the Lombard International PPVA, with its robust investment options, institutional pricing, and no surrender charge, is an attractive option for high net worth clients looking for an efficient investment solution."

Ken Foley, Senior Managing Director at Lombard International, commented: "M Financial Group's member firms are amongst the most successful and innovative advisers in the market. Combining Lombard International's M PPVA solution with M Financial member firms' capabilities, market knowledge and reach creates a tremendous proposition for the high net worth clientele we jointly service. We are proud to further deepen and enhance our partnership with M Financial Group."

Fred Jonske, President and CEO of M Financial Group, said: "We are excited to advance our leadership in the private placement market with a new PPVA offering with Lombar International. Demand in this space continues to grow and the opportunity to collaborate with the Lombard International team-to deliver a differentiated solution to our Member Firms and their clients-could not have come at a better time. This combination of advocacy and innovation remains critical to our growth and success."

*Source (News - Alert): Morningstar, Inc., and Insured Retirement Institute

About Lombard International


Lombard International is a leading global life insurance-based wealth solutions provider, combining the strength and expertise of two specialist life insurance companies with over 25 years' experience and market leadership in their respective fields. Lombard International provides wealth structuring solutions using private placement life insurance and annuity products to high net worth individuals, their families and institutions around the globe.

The global group, branded as Lombard International, launched to market in September 2015. With head offices located in Luxembourg and Philadelphia, a combined global presence enables Lombard International to serve clients' complex needs on a global basis while being sensitive to local cultures and attitudes. The firm is an industry leader in providing multi-jurisdictional wealth planning solutions through its partner networks across the United States, Europe, Asia and Latin America.

Global assets under administration are in excess of USD 80 billion with a global staff number of over 600, including more than 60 technical experts specializing in 20+ jurisdictions. Funds managed by Blackstone own Lombard International. Blackstone is one of the world's leading investment firms with assets under management of over USD 367 billion.

For more information about Lombard International, please visit www.lombardinternational.com.

About M Financial Group

With more than 155 Member Firms in 40 states, the United Kingdom, and the United Arab Emirates, M Financial Group is one of the nation's leading financial services design and distribution companies. Since 1978, M Financial's network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.

For more information about M Financial Group, please visit www.mfin.com.


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