Invested in Your Success
At M1 Specialty, we are your partners in planning for life's most important financial events.
With comprehensive unit-linked savings and investment solutions, we provide access to diverse global markets and best-in-class custodians and asset managers. Our independent trust structure enhances privacy, asset protection, and peace of mind so you can invest with confidence.
Solutions for Different Stages in Life
Retirement
After a lifetime of effort, you deserve the right to enjoy what you have earned. Prepare for the ‘golden’ period of your life, with the right unit-linked insurance plan that will help you achieve your goals, no matter what your retirement style is.
College Savings
Encourage your children to choose their career with the confidence of having the financial support to follow their vocation. Our goal is to provide you with financial tools for establishing a medium to long term savings plan to secure your children’s education for the future.
Legacy Planning
Start planning the transfer of wealth and personal values from one generation to the next. We will help you develop strategies to ensure your assets reach your desired beneficiaries, building your legacy gift to your family and loved ones
Why M1 Specialty
Principal Protection
International clients have participation in the market based on the performance of major indices they selected as performance benchmarks, with different levels and terms of principal protection, managing risk from potential downside, under any market condition.
Portfolio Diversification
Our plans are designed to reduce portfolio volatility over time by offering an array of performance benchmarks of major indices, ETFs, and mutual funds managed by globally renowned asset managers.
Beneficiary Designation
Benefits can be transferred to one or more designated beneficiaries, which ensures successful legacy planning.
Simple, Effective Savings & Investment Plans
Principal Protection
Our Principal Protection plans adapt to our clients’ profile and time horizon, allowing them to achieve greater diversification in their personal unit-linked portfolio through access to the most world renowned stock markets indexes as performance benchmarks.
Flexible
Our Flexible plans have been designed to give you more freedom and control over your plan, through a series of benefits that will allow you access to make your own unit allocations and make changes to your plan according to your needs.
M1 Specialty Global Trust Unit-Linked Plans are not offered or available for sale in the United States or to United States citizens or residents or to residents of Puerto Rico, Nevis, and British Virgin Islands. The information provided on this website is not intended for distribution to, or use by, any person in the United States, Nevis, Puerto Rico, or the British Virgin Islands.
This website is designed to provide general and not specific information about M1 Specialty Unit-linked Insurance Plans . The material provided on this website is for informational purposes only and is subject to change without notice. The information contained in the website is not an offer to sell or the solicitation of an offer to any one in any jurisdiction in which an offer is not authorized. No portion of this website is directed to persons who reside in jurisdictions that prohibit by any law, rule or regulation M1 Specialty from making the information on this website available to its residents or which would subject M1 Specialty or any of its products, services or affiliates to any authorization, registration, licensing or notification requirement within any jurisdiction. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.
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