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Insurance Network for Fiduciary Advisors

Financial Services
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    Gonzalo M. Garcia, CLU Managing Partner, AgencyONE. Helping financial advisors reduce their client’s mortality, morbidity, longevity and tax risk associated with the transfer of business and legacy assets
    • Washington DC-Baltimore Area
    • Top 5%
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Overview

You've created a path for your clients to meet their financial planning goals, but their financial security is still at risk, why? Your guidance and planning have enriched your client’s lifestyle and assets over the years by focusing on growth, market protection, and fulfillment of your fiduciary responsibility. However, even with the best of efforts, your client’s financial security is still at risk from Morbidity, Mortality, Longevity, and Taxes. What can you do? Consider life insurance as a part the planning for your client. IN4FA is a community of like-minded risk advisors who help you fulfill your promise of complete, comprehensive financial planning which, in turn, helps you honor your fiduciary role. Our risk advisors are vetted for their experience in your space and are bound to make your promise their mission. IN4FA is a select group of risk management advisors who adhere to the best interest doctrine and: - Work objectively & collaboratively in a multi-carrier & multi-solution environment; - Are unbiased, independent, & fiduciary focused; - Explicitly work to solve the planning challenges associated with mortality, morbidity, longevity, and taxes; and - Possess a deep understanding of advanced markets. Visit the IN4FA website for more information & to begin the collaboration.

  • University of Maryland, College Park

    University of Maryland, College Park, 25th Place, Buck Lodge, Adelphi, Prince George's County, Maryland, 20742, United States

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