The M1 Specialty Difference
At M1 Specialty, we provide well-designed global solutions to achieve your savings and investment goals. Our robust international platform brings together four independent entities for added checks and balances, with enhanced privacy, asset protection, and peace of mind.
Benefits of Partnership
When you partner with M1 Specialty, you gain world-class solutions and service. We deliver a unique set of benefits and opportunities, with the expertise of an experienced global team.
Independence between the insurance company, the custodian, and the trustee, achieving a segregation of duties with checks and balances
Enables clients to create a unit-linked global portfolio of performance benchmarks associated with major indices, ETFs, and mutual funds; as well as select from a wide variety of plan options to meet specific client objectives.
Free designation of beneficiaries allows clients to plan their future and maintain full control of their assets
Capture 100% of the growth of the world’s most renowned market indexes with your contributions protected.
Plans that are designed to reduce portfolio volatility and market risk.
Benefits that can be easily transferred to designated beneficiaries.
A Lasting Partner
Built on long-term relationships and true collaboration.
Personal, attentive service, with integrated tools and technology.
Checks & Balances
Separate entities operating
in a regulated jurisdiction
with annual audits.
Access to world-renowned financial tools and savings instruments.
Enhanced privacy and asset protection through our independent trust structure.
Intuitive tools, solutions and support to make your life and finances easier.
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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