IF acts as the insurance resource for your practice to benefit your clients, offering expertise and objective insight. We frame our relationship based on how involved you, as an advisor want to be involved in the process. We are carrier agnostic, only fitting the proper policy based on situation. We have no incentive to use one carrier over another.
Our only requirement is that carriers meet a financial strength standard ( A rating or better). We make it easy. We work with many advisors locally but also groups throughout the country. We leverage technology to offer video conferencing and phone support directly to you and your clients. Local partners have found we are always available for in-person meetings.
We will never turn away an individual looking for objective input for their insurance planning needs. Our business model, however is primarily driven through relationships with advisors. What is the benefit of working with 'IF' as opposed to instructing a client to find their own solution?.
Our only requirement is that carriers meet a financial strength standard ( A rating or better). We make it easy. We work with many advisors locally but also groups throughout the country. We leverage technology to offer video conferencing and phone support directly to you and your clients. Local partners have found we are always available for in-person meetings.
We will never turn away an individual looking for objective input for their insurance planning needs. Our business model, however is primarily driven through relationships with advisors. What is the benefit of working with 'IF' as opposed to instructing a client to find their own solution?.
Services
Advisers with a fundamental obligation to act and provide advice in the best interests of their clients, owing them a duty of undivided loyalty and utmost good faith.
Attorneys and legal practices providing advice to their clients regarding asset distribution, protection, transfer and business continuity.
Certified Public Accountants (CPAs) and tax preparers advising individuals and businesses on a wide range of financial matters.
Attorneys and legal practices providing advice to their clients regarding asset distribution, protection, transfer and business continuity.
Certified Public Accountants (CPAs) and tax preparers advising individuals and businesses on a wide range of financial matters.
Life provides no guarantees.
Life insurance can help by providing financial security to loved ones in the event of the unthinkable.
For many businesses, insurance serves as a useful element of succession planning and can be a vitally important part of a business continuity plan.
When used properly, insurance can offer tax preferences and guarantees concerning income planning strategies.
A multi-generational approach that focuses on smoother transitions of wealth, less family discord, and the effective transition of family values and leadership.
Life insurance can help by providing financial security to loved ones in the event of the unthinkable.
For many businesses, insurance serves as a useful element of succession planning and can be a vitally important part of a business continuity plan.
When used properly, insurance can offer tax preferences and guarantees concerning income planning strategies.
A multi-generational approach that focuses on smoother transitions of wealth, less family discord, and the effective transition of family values and leadership.
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