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Network Affiliates / Description
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www.ashargroupllc.com
Contact Name: Jon Mendelsohn
Phone: (800) 384-8080
Ashar Group LLC is an independent, unbiased and comprehensive solution specialist in the Life Settlement market. We provide a non-binding valuation of life insurance policies for estate and business planning clients.
We can be your conduit to all areas of the secondary market, providing a transparent and fully disclosed process. We negotiate the best offer available in the market. Ashar Group is fully licensed and provides E&O professional liability coverage.
Contact us today! Don't settle for less...Get the most out of l.i.f.e.
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www.insmark.com
Contact Name: Julie Nayeri
Phone: (925) 543-0514
Fax: (925) 543-0501
Whether the need is comprehensive wealth preservation, retirement
planning or a combination, InsMark's "Wealthy and Wise" is
the industry's preeminent planning software due to its comparative
logic. By changing the focus from taxes and the cost of life insurance,
"Wealthy and Wise" helps producers become more effective in the
wealth transfer and retirement planning markets.
Cost for members of Fee Advisors Network:
$1,299 licensing fee (reflects a $200 discount), $49.95 monthly fee
Click here for more details at the InsMark Product Center
Click here to view PDF of "Wealthy and Wise" features. |
www.cambridgeadvisors.com
Contact Name: Amy Fenton
ACA Marketing Assistant
Phone: (888) 834-6333 / Ext. 701
The Alliance of Cambridge Advisors is home to fee-only financial advisors profitably delivering holistic financial planning that is always in their client's best interest. The Cambridge System™ of financial planning has been used successfully for over 30 years with thousands of clients from all income and net worth levels. Whether financial planning is your second (or third) career or you are dissatisfied with the growth and direction of your current practice, ACA can provide you with the framework, tools, education, and community support to make a comfortable transition to the practice you've always wanted. |
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www.fi360.com
Contact Name: David E. Palascak
Phone: (412) 741-8162
E-Mail:dave@fi360.com
fi360 is the marketing brand for three related organizations focused on fiduciary responsibility; the Foundation for Fiduciary Studies which is developing the practices that define a prudent process for investment fiduciaries, the Center for Fiduciary Studies which provides training programs on fiduciary responsibility, and Fiduciary Analytics which provides web-based tools to help the investment professional effectively manage the investment process. |
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www.sunlife.com
Contact Name: G. Trenton Davis
Market Vice President - Sales
Work: (281) 759-5568
Cell: (832) 725-6102
Fax: (832) 202-0870
E-Mail: Trent.Davis@SunLife.com
Sun Life Financial's Private Client Group understands the unique, complex, and changing demands of the Ultra High Net Worth market. We are a dedicated multi-disciplinary team which leverages Sun Life Financial's time-proven experience and resources in both the large case life insurance and annuity markets. |
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* Inside Information *
Bob Veres provides cutting edge industry insight with his monthly newsletter and weekly e-messages.
www.bobveres.com
2,000 highly successful professionals subscribe to this service to keep abreast of new ideas, trends and innovations. This is a must if you want to stay ahead of the curve. |
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Contact Name: Edward A. Tafaro (Ted)
Phone: (201) 512-0110
Exceptional Risk Advisors, LLC is a private risk management resource that partners with trusted advisors in providing expertise to effectively manage complex personal and liability risk for the affluent client. Exceptional Risk Advisors brings an interesting dynamic to this area of P & C risk management, providing a thorough risk management review without conflict. This is a one-of-a-kind concierge service. |
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www.pfsins.com
Contact Name: Jamie Burns
Phone: (800) 832-8000
E-Mail: jmburns@pfsins.com
Pro Financial Services, Inc. has been underwriting disability insurance as it relates to professionals in all occupations for the past two decades. They offer specific own occupation disability coverage for almost every occupation that exists including surgeons, white-collar professionals, entertainers, and even astronauts. They underwrite billions in disability insurance risk on an annual basis and can offer individual disability benefit amounts up to and over $25,000,000 on a single person. |
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www.advreg.com
Contact Name: Patrick J. Burns, Jr.
Phone: (310) 275-7300
Advanced Regulatory Compliance, Inc. is a leading compliance services firm dedicated to assisting investment advisors with their compliance needs. |
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www.cambridgealliance.com
Contact Name: Tony Bougere
Phone: (800) 691-1515
E-Mail: tbougere@cambridgealliance.com
Providing E & O Insurance to Registered Investment Advisors (RIAs) and Investment Advisory Representatives (IARs) who are advisors for someone else's RIA. |
