受托人的網絡

2022年3月9日

北貝塞斯達保險信托網絡(幹擾素)發布公告,醫學博士,2022年2月,網絡保險信托,幹擾素。我們很高興地宣布推出保險信托網絡(幹擾素)——www.insurancefiduciarynetwork.com。保險信托(幹擾素)是一個網絡平台設計為隻收費或收費理財經理或注冊投資顧問公司(統稱為財富管理公司)為他們的客戶提供財務規劃。金融安全的財富管理取得了他/她的客戶,很有可能,在客戶的不良事件脫軌的一生。作為受托人,財富管理機構可以采取額外的安全措施來保護金融安全。幹擾素夥伴的財富管理風險顧問,專門提供受托集中風險管理和協作服務解決客戶的特定需求。“網絡”是由全國公認的和有經驗的風險顧問:已經被仔細審查;致力於服務客戶的需求以信托的方式;並簽署了幹擾素的行為準則。幹擾素會認識到問題的重要性,解決規劃風險死亡率,發病率,長壽,和稅收風險,很容易忽視了在傳統的財富管理和規劃。 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