Strategic Partners

The Fee Advisors Network

The Fee Advisors Network was designed as a resource to create an educational venue for advisors who would like to engage clients in fee-based life insurance design, and have exposure to the fiduciary process involved in risk management (life insurance).  This includes the understanding of no-load products, benchmarking fees, and strategy implementation.

For more information, please visit:  www.feeadvisorsnetwork.com

Comprehensive Planning and Insurance Analytics

Our focus is on serving the RIA, Fee-advisory firm that desires to provide value-added services, which are consistent with fiduciary standards of responsibility.

We provide insurance analysis (excluding P & C insurance) and plan design for efficient and effective use of capital with full disclosure and transparency.

Analysis is performed with a methodology that scrubs policy information or illustrated proposals through a process of reverse engineering that brings all hidden costs and assumptive associations to light. This process provides a true "unbundled" picture of past and anticipated policy performance.

To be most effective, we separate the Planning Strategy from the Product so that each may be subject to the scrutiny as a stand-alone proposition. Too often, a strategy is conceived to sell a product, the client buys the strategy, and the focus is not where it should be (product).

For more information, please visit:  www.insanalytics.com

Congruent IT Staffing and Consulting

Your Trusted Technology Advisor

As a single source for your technology needs, Congruent has developed a structured methodology that delivers the smoothest, most cost-effective implementation experience available.

At Congruent, we recognize the success of our business depends on the success of our customers. Our goal is to become your trusted technology advisor and keep you as a CUSTOMER FOR LIFE!

FamilyOfficeNetwork

FamilyOfficeNetwork’s web-based platform is used by advisors to save time and money, raise their level of service, and move ahead of the competition. Using FamilyOfficeNetwork’s unique virtual office solution advisors can provide secure, easy-to-use communication, sharing and file management tools, enabling them to proactively manage client relationships. Our flexible platform will meet your unique needs and integrate with existing software. Some key features include: an organized file management system, tasking and email reminders, and secure 24/7 communication.

FamilyOfficeNetwork allows advisros to share Financial Guidance System™ simulations and resulting Excel tables and charts with clients or their client’s other advisors, e.g. attorneys, accountants, insurance professionals, and others.

To learn more please contact Aaron Pickett at 866-801-1553 or aaron@familyofficenetwork.com.