How is the new Department of Labor rule affecting you and your practice? What can you do about it? Portions of the rule have already been implemented while the remainder will be in full effect starting January 1st, 2018. Registered reps and IARs have been joining our firm over the past several months and we continue to gain more every day. If you are securities licensed and have had interest in going independent, or if your Broker-Dealer is making changes due to the DOL rule and you are concerned over ease of doing business, compliance, or compensation, we have a solution for you. If you are an insurance agent who is NOT securities licensed and you sell annuities, the implementation of the BIC exemption on January 1st will halt your business immediately. If you wish to gain a better understanding on the new rule and how it will affect you and your business practice, contact us at:
Phone: 530-886-8550, Email: email@example.com
We believe financial professionals need to have the best training, tools, and support available so their clients can be served to the highest standard.
IFC is a hybrid Independent Marketing Organization (IMO) and Registered Investment Adviser (RIA) that trains and equips financial services professionals to be successful in their practice. We currently work with Investment Adviser Reps, Registered Reps, life agents, health agents, and P&C agencies and have contracts with 49 financial institutions across most states.
We offer our agents top notch customer service, fast quotes, clear and honest communication, intuitive technology, stable markets, consistent underwriting, competitive pricing, extensive underwriting knowledge, sales support, marketing help, and competitive contracts.
Differentiation between us and other IMOs and RIAs:
1. R E L A T I O N S H I P D R I V E N – When you call, we WILL pick up. We want to get to know you, your practice, and support and further your growth with tools to succeed.
2. H I G H E F F I C I E N C Y – Our business model and strategy allows us to run efficiently. When you email, we respond within minutes – a couple hours tops. When you leave a voicemail, we return it promptly. When you have questions during an appointment, we will get you answers immediately.
3. F I E L D T E S T E D S E R V I C E – As with any IMO, we have unique marketing tools, powerful sales concepts, a highly developed process, and resources to integrate into your business. The difference here is we TEST them. When we have an idea, we go out in our community and meet with our clients and prospective clients to put ideas to the test. We only bring to the table what we can make work for you and your business.
Our specialty markets are max funded participating permanent life insurance as an asset class (sometimes marketed as 7702 plans, bank on yourself, infinite banking, etc), retirement planning, wealth advisory, qualified plans/advanced markets, low premium term options, annuities, long term care and disability. We also have extensive knowledge and offer training in the MoneyTrax marketing system and Cotton prospecting system.
For more information or to see how we can help take your practice to the next level, fill out the contact form to the right. We will get you set up with a log in to our member’s area of the website with access to some of our tools and resources then we will reach out to get to know you and your practice better.