Reach Your Financial Milestones with Confidence
We partner with financial advisors to help international investors maximize each life milestone through global stock market opportunities, leading money managers, and the benefits of a trust structure.
Reach Your Financial Milestones with Confidence
We partner with financial advisors to help international investors maximize each life milestone through global stock market opportunities, leading money managers, and the benefits of a trust structure.
What is Our Promise?
We will seek to help you prosper financially, protect what you earn, and preserve your wealth over time, across geographic boundaries, and through multiple generations.

We will listen carefully to your needs and demonstrate the highest level of service, openness, and product transparency.

Since 1998, we’ve built enduring relationships based on trust, empathy, and honesty; and we promise to do the same with you.   
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For Every Milestone There's 1 Simple Solution

Retiring Comfortably

Helping the Next Generation

Uniting in Love

Buying a Dream House

Higher Education

Opening a Business

Starting a Family

Ready for Opportunities

Traveling in Style

Giving Back

What Sets M1 Specialty Apart?
The impressive growth potential of global stock market indexes and some of the industry’s best money managers.
The widest principal protected investment offerings in the industry.
Your money is secure with two of the world’s leading custodians.
The benefits of an International Trust include protection of your assets and estate planning advantages.
Who Is M1 Specialty?
As an international insurance group, operating in multiple jurisdictions, M1 delivers the growth opportunities of global financial markets and leading asset managers through a trust structure, which preserves and protects investors’ assets.

We will harness our experience and expertise to help you pursue each financial milestone in life with confidence.

We will strive to build a long-term relationship based on empathy, honesty, openness and, a word that’s most important to us, trust.
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Expect Exceptional Service and 24/7 Online & App Access
Our multilingual service team will provide personalized guidance, insight, and answers. On our website and app, you can always:
  • Make contributions in real time.
  • Get performance updates, statements, forms, documents, and transaction activity.
  • Update personal information, switch funds, and much more.
We are Ready to Build a Partnership with You Based on...
The power of global stock market indexes
Renowed money managers
Unparalleled service
Simplicity
The benefits of a trust structure!
...to Maximize Each Life Milestone
Expand Your Portfolio as Well as Your Horizons
Talk with your financial professional about M1 Specialty, and you can always contact us at +1-800-201-7205.

 See Disclosure

Our solutions are based on an investment-linked insurance policy, which allow Participants to construct a portfolio of performance benchmarks linked to the closing values of mutual funds/Exchange Traded Funds, or stock market/bond indices to achieve stable growth for the medium to long term. Please see plan documents for further details.


¹ For regular contribution plans, all contributions must be made within the grace period to qualify for the principal protection. Policy Loans, Partial Surrenders, and Premium Decreases will void the principal protection benefit for all plans. The Company utilizes a diversified strategy to derive its principal protection. The investment instruments utilized include, but are not limited to, Structured Notes issued by A-Rated Institutions, Covered Call Strategies, ETF Hedged Covered Calls, and Enhanced Dividend Income Managed Accounts. Structured Notes are issued by Third Party Financial Institutions Rated A or higher by Standard & Poors, Moody’s and/or Fitch. The Participant is facing Issuer/Counterparty and Investment Risk of these Institutions. Insolvency of the Issuer/Counterparty could lead to a partial or total loss of the capital invested by the Participant. Please see plan documents for further details.