What's New In Investments, Funds? - PNC

Editorial Staff

25 September 2019

PNC Financial Services Group
The New York-listed PNC Financial Services Group and M Financial Group have signed an insurance marketing and service agreement to offer insurance solutions, advice and service to PNC's Wealth Management® and Hawthorn, PNC Family Wealth®, clients.

Under this pact, M Financial will offer differentiated insurance products and support to PNC's clients through a team that is dedicated to PNC. PNC will use this distribution network by working exclusively with a group of M Member firms that solely focus on insurance.

PNC will put in place a new service model in which insurance strategists will serve as the main point of contact for conversations with individuals, executives, entrepreneurs, and organizations on all aspects of their insurance plans and policies.

M Financial will create a team who will assist member firms and PNC insurance strategists in placing business, making use of M Financial's automated processes for traditional cases and local member firm experience for more complicated transactions.