Some Day
Begins Today
Legacy Planning. College Saving. Retirement
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
Legacy Planning
Where Your Legacy Meets Lifelong Security.
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College Saving
Dream Big, Plan Smart
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Retirement
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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.
Portafolio Diversification
Our plans are designed to reduce portfolio volatility over time by offe-
ring 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.
Tailored Solutions
For Financial Success
Simple, Effective Savings
& Investemnet Plans
Tailored Financial Security
Our Principal Protection plans are expertly tailored to match
our clients distinct financial profiles and time horizons. The
preservation of your wealth is our top priority, and our plans
are meticulously crafted with this in mind. Through access to
globally renowned stock market indexes as performance
benchmarks, we empower you to achieve substantial
diversification within your personal unit-linked portfolio.
Whether you prioritize risk aversion or have specific financial
objectives, our Principal Protection plans provide the security
and flexibility required to navigate the dynamic investment
landscape while safeguarding your principal amount.
Financial Future
with Flexibility
Our Flexible plans are designed to provide you with the
freedom and control you need. These plans offer a range of
benefits that allow you to make your own unit allocations and
adjust your plan according to your evolving needs. With
Flexible plans, you have the power to shape your financial
strategy, ensuring it aligns perfectly with your goals and risk
tolerance. Your financial future is dynamic, and our Flexible
plans are here to help you navigate it with confidence.
Our Promise
M1 Specialty is committed to providing
innovative solutions to help participants
achieve financial goals for current and
future generations.
Global Reach
M1 Specialty’s unit-linked insurance solutions
are distributed across over 60 countries,
offering a wide-reaching and international
presence.
Trusted Financial Partners
Your funds are held in partnership with
established financial institutions, providing an
additional layer of security and credibility.
