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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.

Financial Institution

Work with Advisors Invested in Your Industry

From Thought Leader to Practice Group Leader

Amy Olson has spent over 20 years serving the financial industry. Her depth and breadth of experience allows her to bring best practices and innovative insights to the table, ensuring that you are consistently presented with new opportunities to expand, protect, and improve your business.

Focused on Strategies That Impact Your Business

  • Talent Attraction + Retention
  • Captives Expertise
  • Mergers + Acquisition Assistance
  • COVID-19 Response

Financial Institutions Risk Management

Data Analysis for Financial Institutions

Leverage our in-house actuary and underwriting advisors to provide a qualified assessment of renewal calculations and utilization cost drivers that identify potential savings opportunities. You also gain access to benchmarking information that keeps you up to date on trends within the financial industry when you work with M3, including:

  • Overall Costs
  • Plan Design
  • Tax-Advantaged Programs


2021 Health Care Trend Report Cover Image

Navigating the Nuances to Help You Stay Compliant

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

Worksite Benefits Consulting

Katie Ott has developed a unique approach to worksite benefits that not only pairs your business with the right options, but also drives employee engagement with your program. This strategy boosts your benefits package and demonstrates that you care about the unique needs of your employees – without driving up your costs.

  • Accident
  • Critical illness
  • Hospital gap
  • Permanent life insurance with long-term care
  • Short-term disability