Financial Institutions

Financial institutions need customized support when it comes to insurance and employee benefits. With over a decade of experience partnering with banks, credit unions, mortgage companies and other ﬁnancial institutions, M3 understands your pain points – and your opportunities.

Partner with advisors shaping your industry

Jeff Anderson specializes in designing and implementing comprehensive employee benefits programs that align with his clients’ goals and organizational culture.

With deep expertise in the financial services sector, he serves as the Director of M3’s Financial Institutions Practice, leading employee benefits strategies tailored to banks, credit unions, and other financial organizations. Jeff focuses on minimizing risk, optimizing coverage, and ensuring long-term sustainability through proactive benefits solutions.

Jeff Anderson

Senior Client Executive
Director of Financial Institutions Practice
Meet Jeff

Focused on strategies that impact your business

Talent Attraction + Retention
Captives Expertise
Mergers + Acquisition Assistance
Cyber Liability Risk Management + Response
Executive Benefits
Voluntary Benefits

Decoding your data

M3 uses a consultative approach to data that combines predictive analytics with deployable experts to drive your employee benefits strategy.

Led by Brian Meyer, the M3’s data analytics & underwriting team uses health intelligence software to provide actionable insights that uncover opportunities to optimize your benefit spend, improve the health of your population, and accurately measure results.

Brian Meyer

Director of Analytics & Underwriting
Partner
Meet Brian

Guiding you through complex compliance requirements

M3’s compliance specialization is led by Karen Breitnauer. The team of senior compliance attorneys conducts research on regulatory and legislative issues, analyzes them, and breaks them down into plain, easy-to-understand language to assist with your compliance efforts.

As an M3 client, you’ll have access to regular communication on compliance in the form of:

Real-time email updates
Seminars + webinars
Roundtable discussions
Weekly episodes of the Comply on the Fly podcast

Karen Breitnauer

Director of Employee Benefits Compliance
Senior Compliance Attorney
Meet Karen

Employee benefits solutions

Employee engagement is a critical aspect of your benefits strategy. While plan design and innovation is imperative to remain competitive in today’s healthcare landscape, it falls flat when your employees don’t understand or actively utilize their benefits.

M3 has recognized the interrelated nature of these four pillars and formed the Benefits Engagement Solutions Team, a resource-rich strategic group that assists M3 clients with developing a holistic engagement strategy that encompasses year-round communication and technology needs, as well as solutions for pivotal points in your plan year like open enrollment.