CMF SocietyEst. 2026

CMF Society

A Community of Crown Merchant Financial · Est. 2026

Protection is a policy. Belonging is a promise.

Become a Member This Month's Workshop
About the Society

More Than a Policy

The CMF Society is a community for our policyholders, their families, and neighbors who believe protecting a family is something you do together. We gather monthly. We learn together. We look out for one another. Membership is open to everyone and costs nothing to join.

A panel discussion in front of a seated audience at a community event
Learning together in the community, 2026.
Member Benefits

The Society

Open to All · No Cost

Society Membership

Monthly workshops on funeral costs, estate documents, life insurance, and retirement. Community events with food and drinks on us. The Society newsletter. Everyone is welcome, policyholder or not.

Become a Member
Coming Soon

Society Plus

An optional paid tier with expanded member benefits, offered at the same price to every member. Details announced soon. Join the Society today and you will be the first to know.

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For Crown Merchant Financial Clients

Client Services

Every Crown Merchant Financial client receives an annual policy review, a beneficiary audit to keep your protection aligned with your life, priority appointment booking, and dedicated support for your family when a claim is filed. These are part of how we service every policy we write.

Book Your Annual Review
Veterans Chapter · Post 1

Our Founding Chapter

CMF Society Veterans Chapter, Post 1. Crown Merchant Financial was founded by a Navy veteran, and the Society's first chapter honors that lineage. Veterans, active duty, and military families gather to learn about the benefits they have earned and the ones most never claim.

Mark Your Calendar

The Next Gathering

Membership

Become a Member

Membership is open to everyone and costs nothing to join. Tell us a little about yourself and we will welcome you at the next gathering.

Questions? Call us at (312) 203-8106.

Questions

Common Questions

Does membership cost anything?

No. Society membership and workshops are open to all at no charge. Society Plus will be an optional paid tier offered at the same price to everyone.

Do I need a policy to join?

No. Everyone is welcome.

Will I be sold anything at workshops?

Workshops are educational. No purchase is ever required. If you would like a private appointment afterward, we are glad to book one.

What are Client Services?

Client Services are how we service the policies we write, including annual reviews and beneficiary audits. They come with being a Crown Merchant Financial client.

Who runs the Society?

Crown Merchant Financial LLC, an independent life insurance agency.