ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA
A leading provider of annuities and life insurance, Allianz Life Insurance Company of North America (Allianz) bases each decision on a philosophy of being true: true to our strength as an important part of a leading global financial organization, true to our passion for making wise investment decisions and true to the people we serve, each and every day. Visit us at www.allianzlife.com.
Brighthouse Financial is a major provider of annuities and life insurance in the United States. Established by MetLife, we are on a mission to help people achieve financial security. We specialize in products that play an essential role in helping people protect what they’ve earned and ensure it lasts. Visit us at www.brighthousefinancial.com.
CAMBRIDGE INVESTMENT GROUP
Cambridge Investment Group Inc. is a privately controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge offers a broad range of choices regarding advisor-focused financial solutions: advice solutions, technology solutions, platform choice and business structure solutions, consulting solutions and outsourcing solutions. Visit us at www.cir2.com.
CircleBlack is a wealth innovation company that is focused on delivering modern technology that strengthens the bond between advisors and their clients. CircleBlack helps advisors scale their practices using world-class account and data aggregation, providing performance reporting on all assets including held-away assets, and delivering personalized, targeted content on any device, including smartphones and tablets. Visit us at www.circleblack.com.
THE COLLEGE FOR FINANCIAL PLANNING
The College for Financial Planning is the nation’s leading financial education institution. The College created the prestigious CFP certification as well as industry benchmark designations like the CRPC and APMA. Flexible instructor-led/web-delivered classes featuring HD video and eBooks bring the classroom to your home or office. Learn more at cffpinfo.com.
DPL FINANCIAL PARTNERS
DPL Financial Partners is an RIA insurance network that brings low-cost, fee-based insurance solutions from a variety of the nation's top carriers to RIA practices. Our consultants are product and carrier agnostic. We work for RIAs, not insurance carriers, to employ solutions that bring the best financial outcomes for RIA clients. Visit us at www.dplfp.com.
ED SLOTT AND COMPANY
Ed Slott and Company, America's IRA experts, provides premier education—combining up-to-date IRA information and advanced technical expertise. Ed Slott and Company trains the nation’s top financial professionals through webcasts, workshops, company-specific training and advanced membership groups. You can find out more about Ed Slott and Company, along with their powerful IRA resources, by visiting www.irahelp.com.
Great-West Financial helps millions of Americans build a greater financial future. From our start as a life insurance company incorporated in the United States in 1907, Great-West has evolved along with the financial needs of Americans. Today, we offer life insurance, annuities, mutual funds and more to prepare people for financial independence to and through retirement. Visit us at www.greatwest.com.
HANSON MCCLAIN ADVISORS
Hanson McClain Advisors is an independent investment financial advisory firm that specializes in retirement planning, investment advising and 401(k) management. Founded over 20 years ago by Scott Hanson and Pat McClain, the company has impacted thousands of lives with a client-first approach and a focus on financial education. Visit us at www.HansonMcClain.com.
InsurMark, an Advisor Development Organization, delivers business alpha to financial professionals through a comprehensive value engineering process that aligns advisors with best-of-breed resources and services. Established in 1983 and headquartered in Houston, InsurMark stands behind its vision to provide dynamic solutions that will protect and enhance the financial security of every home in America. Visit us at www.insurmark.net.
With nearly 30 years of manager selection and asset allocation experience, Litman Gregory’s core expertise is intensive research. Advisors can access this expertise through Litman Gregory Portfolio Strategies, AdvisorIntelligence and the Litman Gregory Masters Funds. Visit us at www.lgam.com.
MONEYGUIDEPRO, CREATED BY PIETECH
MoneyGuidePro, created by PIEtech, makes robust financial planning fast and easy. PIEtech, singularly focused on financial planning, believes that everyone needs and deserves a quality financial plan. It helps address key concerns including running out of money, health-care costs, investment losses, asset allocation and Social Security. MoneyGuidePro identifies gaps, empowering clients to stress test their plans. Visit us at www.moneyguidepro.com.
Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States and is rated A+ by both A.M. Best and Standard & Poor’s. The company provides a full range of insurance and financial services. For more information, visit www.nationwide.com.
REINVENT YOUR PRACTICE LLC
The time has come to mount an aggressive defense against competitive pressures by creating and delivering a level of prospect and client engagement that highlights and heightens the value your clients and prospective clients see and experience in your services. You must Reinvent Your Practice. Visit us at www.ReinventYourPractice.com.
Riskalyze invented the Risk Number, which powers the world's first risk alignment platform, empowers advisors to automate client accounts with Autopilot, delivers the first risk-centric 401k experience with Riskalyze Retirement Solutions, and enables enterprises to develop real-time visibility, increase revenue, spot issues and navigate changing fiduciary rules with Compliance Cloud. Visit us at www.riskalyze.com.
Shurwest was founded by Ron Shurts in 1984. We recognized early on the disconnect between product design and the need for client-focused products. Using technology and innovation, we provide a professional yet boutique-like service model for financial and marketing needs. Visit us at www.shurwest.com.
Transamerica helps people achieve a lifetime of financial security, serving millions of customers across the United States with asset management, retirement plans and insurance services. As we all live longer, the connection between our health and wealth is growing. Transamerica is committed to helping Americans see their spending, earning and saving in a whole new way. Visit us at www.transamerica.com.
WHITE GLOVE WORKSHOPS
Founded in 2015, White Glove Workshops is a digital marketing company that specializes in planning, managing and promoting educational seminars for professionals in a variety of industries, including finance, insurance, health care, real estate and legal. The company offers a 100 percent done-for-you, fully digital and guaranteed seminar program to help service professionals grow their practice. For more information, visit www.whitegloveworkshops.com.