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.

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Solutions for different stages in life

Family planting a new tree for the future

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?

Explore advantages

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.

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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.

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Our Promise

M1 Specialty is committed to providing innovative solutions to help participants achieve financial goals for current and future generations.

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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.

Dedicated Security Measures

M1 Specialty prioritizes the safety of your finances with dedicated fraud and security teams working tirelessly to protect your money.