受托人的网络

2022年3月9日

北贝塞斯达保险信托网络(干扰素)发布公告,医学博士,2022年2月,网络保险信托,干扰素。我们很高兴地宣布推出保险信托网络(干扰素)——www.insurancefiduciarynetwork.com。保险信托(干扰素)是一个网络平台设计为只收费或收费理财经理或注册投资顾问公司(统称为财富管理公司)为他们的客户提供财务规划。金融安全的财富管理取得了他/她的客户,很有可能,在客户的不良事件脱轨的一生。作为受托人,财富管理机构可以采取额外的安全措施来保护金融安全。干扰素伙伴的财富管理风险顾问,专门提供受托集中风险管理和协作服务解决客户的特定需求。“网络”是由全国公认的和有经验的风险顾问:已经被仔细审查;致力于服务客户的需求以信托的方式;并签署了干扰素的行为准则。干扰素会认识到问题的重要性,解决规划风险死亡率,发病率,长寿,和税收风险,很容易忽视了在传统的财富管理和规划。 The natural friction that exists between various disciplines in the wealth advisory community can adversely affect the financial well-being of the client. When these four risks are proactively addressed through collaborative planning that includes risk advisory solutions, it is a win for clients in the accumulation, distribution, and generational transfer of their wealth. The Risk Advisors that are part of IFN possess diverse skillsets which help IFN pair a client’s needs with the best network member based on an area of expertise, such as multigenerational wealth transfer planning, asset protection planning, long-term care planning and charitable planning. When a Wealth Manager works with IFN, this results in a fiduciary-minded solution that protects the client’s assets from loss, hedges against the financial burdens associated with unexpected life events and enhances the financial legacy the client leaves to his/her beneficiaries and\or charities. Additionally, the book of business in the Wealth Manager’s care is also protected from depletion through beneficiary and asset retention, or risk shifting through insurance. Lost or depleted assets due to end-of-life expenses and taxes can be replenished with funds through planning that includes long-term care and life insurance, longevity solutions and efficient wealth transfer tax planning. The platform has been exceedingly well received by long time industry experts, including Meg Skinner, a 45-year veteran in financial services distribution at companies like Lincoln Financial, Guardian, Principal, John Hancock and most recently Symetra. After reviewing the platform, Ms. Skinner commented: “It is the first comprehensive discussion of the holistic opportunities/risks with insurance and wealth managers I have seen.” Additionally, Cathy Neifeld, Partner and General Counsel for both IFN and AgencyONE stated: “For years we have been looking to create a community between industry expert Risk Advisors and Wealth Managers that is 100% focused on holistic fiduciary planning for the client. IFN is the first platform of its kind that pairs together fiduciary focused, like-minded advisors with unique skill sets to provide comprehensive planning solutions for the client – resulting in higher client retention, true fiduciary planning, and protection of the Wealth Manager’s book of business. And with introduction of new products by major life insurance carriers specifically designed for the Wealth Manager, IFN is truly a platform that will further facilitate the holistic planning that this industry strives to achieve.” IFN is powered by Agency Two Insurance Marketing Group, LLC, dba AgencyONE - a nationally recognized Broker General Agency that has been in the insurance and risk management business for over 40 years. AgencyONE operates as an independent intermediary between wealth managers and RIA’s and insurance companies, and provides life insurance, annuities, advanced estate and retirement planning, medical underwriting, and full back-office support to insurance, financial, and wealth advisors and their clients. AgencyONE developed the Insurance Fiduciary Network to help Wealth Managers and RIAs fulfill their promise of complete, comprehensive financial planning to help them honor their fiduciary role. For additional information contact: [email protected] or contact us directly: Gonzalo M. Garcia, CLU