Allianz Life Insurance Company of North America, one of FORTUNE’s 100 Best Companies to Work For in 2016, has been keeping its promises since 1896. Today, it carries on that tradition, helping Americans achieve their retirement income and protection goals with a variety of annuities and life insurance products. In 2015, Allianz Life provided a total of $2.4 billion in benefit payments that supported policyholders’ financial objectives. As a leading provider of fixed index annuities, Allianz Life is part of Allianz SE, a global leader in the financial services industry with 142,000 employees in more than 70 countries worldwide. More than 85 million private and corporate customers rely on Allianz knowledge, global reach, and capital strength to help them make the most of financial opportunities.
Contact: Corey Walther, Head of Relationship Management, Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416, Phone number: 763.765.7121 Email: email@example.com
AXA offers financial protection and wealth management and is a premier provider of advice, retirement strategies, and life insurance. Providing stability and reliability to clients since 1859, AXA helps its clients live their lives with confidence, enabling them to realize dreams for their loved ones and their legacy. With nearly 2.45 million client households nationwide, AXA is one of the largest life insurance and retirement savings companies in the United States. AXA is a part of the Paris-headquartered AXA S.A., the #1 Global Insurance Brand, according to Interbrand, and a worldwide leader in financial protection strategies and wealth management with 107 million clients in 64 countries.
Please visit www.axa.com for more information.
Great-West Financial® helps millions of Americans build a greater financial future. From our start as a life insurance company incorporated in the U.S. 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.
With lower fees, program improvements, and expert research advocating the use of housing wealth as part of a coordinated retirement income strategy, the investment community now recognizes the merits of the Home Equity Conversion Mortgage (HECM). Retirement Funding Solutions (RFS) helps provide timely advice on how to integrate housing wealth into the planning conversation. RFS was founded specifically to help the Boomer generation meet the challenges of cash flow survival in the distribution phase of retirement. RFS is a Top 5 national HECM lender and industry leader; well positioned to assist you and your clients.
Finance of America Reverse is committed to empowering adults age 62 and over with the tools they need to achieve financial independence. Through its network of Reverse Mortgage Specialists, professional and wholesale partners, Finance of America Reverse offers Home Equity Conversion Mortgages (HECMs) and its proprietary HomeSafe® product, which are designed to help older Americans strategically tap home equity to fund retirement and other needs. The company is a proud member of the National Reverse Mortgage Lenders Association (NRMLA) and the National Aging in Place Council.
Horizon Investments is a modern, goals-based investment manager and think tank. Since the early 2000s, Horizon has focused on delivering investment solutions rooted in modern financial engineering and academic research. We are dedicated to helping financial advisors improve their clients’ investment experience throughout all stages of life.
The firm was founded in 1995 to provide investment advice to individual clients. Over 20 years we’ve continued to expand our investment management team to include the Ph.D.s and research analysts needed to pursue a modern approach to addressing a myriad of challenges that investors face while seeking to grow their wealth. We have developed a keen understanding of the everyday challenges that investors face and have partnered with financial advisors seeking to find better solutions to improving investor outcomes.
As a leading global asset management firm, our investment expertise, strength and innovation have earned the trust and confidence of the world’s most sophisticated institutional and individual investors.
With $1 trillion in total assets under management,* and a long-standing history of solving complex investment challenges, we believe our strength and stability drive opportunities for our clients. Our comprehensive asset class offering includes passive, factor-based, fundamental active and multi-asset class solutions that are available in a variety of investment vehicles.
Learn more at northerntrust.com/strength.
*Represents total assets managed by the subsidiaries of the Northern Trust Corporation as of June 30, 2017.
At Preferred Apartment Communities, driving value for our stockholders is paramount. We believe our unique structure, commitment to generating attractive returns for stockholders and extensive real estate expertise combine to create a portfolio that reduces risk through geographic and asset-class diversification. However, there can be no guarantee on the return of the investments. Our primary business strategy is to acquire and operate multifamily communities in select target markets throughout the United States. As a secondary strategy, we may make real estate loan investments in multifamily communities and other multifamily related assets, such as off-campus student housing communities. As another secondary strategy, we may also invest a portion of our assets in other income-producing property types, such as grocery-anchored shopping centers and office properties, each as our Manager determines is appropriate for us. To learn more about PAC, please visit www.PACapts.com.
The American College of Financial Services was founded in 1927 and is the nation’s largest nonprofit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has educated approximately 20% of financial advisors across the United States. In 2017, The College launched a new credential focusing on personal investment management for high-net-worth individuals. The Wealth Management Certified Professional (WMCP™) designation provides an education that prepares advisors to add more value to client relationships through a specialization in advanced, applied wealth management. Visit www.TheAmericanCollege.edu/WMCP for more information.
Cambridge Investment Group, Inc. is a privately-controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge is also a national corporation with a registered investment adviser as well as an industry leading independent broker-dealer. Cambridge offers a broad range of choices regarding advisor-focused financial solutions, and its national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately-controlled independent broker-dealers in the country. Overall, Cambridge supports over 3,000 independent financial professionals nationwide who serve their thousands of clients as registered representatives and investment advisor representatives, choosing to use either Cambridge’s firm Registered Investment Adviser or their own.
The College for Financial Planning is among the nation's leading providers of financial education. Founded in 1972, The College created the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and is the exclusive provider of 8 additional industry benchmark designations (AAMS®, APMA®, AWMA®, CMFC®, CRPC®, CRPS®, FPQP®, Securities and Insurance Exam Prep courses, and 2 Master of Science degrees. The College’s dedication to providing current, relevant educational content and leading CFP® Board Exam pass rates prove why our 160,000 graduates are among the nation's top financial advisors.
Live Oak Bank is a leader in Investment Advisor financing. Since 2013, we have lent over $580 million to independent investment advisors for merger and acquisition, succession, working capital, refinance, transitions and other business purposes. During this time, we have won numerous awards for the positive impact that our game changing financing has had on the financial advice industry. Today, Live Oak has one of the strongest loan portfolios in the country. Our dedicated lending team has the experience and expertise to understand advisor businesses and guide clients through the lending process, aiding in the success of the loan.
Longbridge Financial, LLC is a leading national reverse mortgage lender and servicer committed to providing financial advisors with the education and support needed to responsibly utilize home equity in retirement planning. The financial solutions Longbridge offers can help by giving clients options to improve flexibility, tax efficiency, and cash flow – while preserving other portfolio assets. Longbridge is a resource for advisors and their clients across the country, working with reputable firms that share our commitment to the highest ethical, regulatory, and customer service standards. For more information, please contact Jerry Auippa by phone 855-246-1765 or via email firstname.lastname@example.org.
Securities offered through Nuveen Securities, LLC. This communication is for informational purposes only and is not intended to be a recommendation or investment advice. Further, this message and any attachments may be confidential and proprietary. If you are not an intended recipient, please inform the sender of the transmission error and delete the message immediately without reading, distributing or copying its contents.
STRATA Trust Company has quickly joined the ranks as a top tier national custodian specializing in the custody of alternative assets and non-exchange traded investments. With over 34,000 accounts and $1.8 billion in assets under custody, STRATA works with investment professionals and platforms nationwide.
As a Texas-chartered custodian, we take pride in empowering investors to reach their retirement goals by providing custody and administration of private LPs, LLCs, stock, real estate, hedge funds and more, primarily in self-directed IRAs. With a well-established reputation for honesty and integrity, STRATA is committed to delivering responsive, flexible and innovative custody and technology solutions.
White Glove Workshops is the only turn-key, risk-free, hands-free, guaranteed way to grow your practice. We’re a digital marketing company that specializes in planning, managing and promoting educational seminars for finance and insurance professionals. We coordinate educational seminars in any library, community center or restaurant across the United States. We’ve created an innovative, fully digital approach to educational seminars that removes advisors from all the risk and work. Visit https://www.whitegloveworkshops.com or call 844-949-9497 to learn more.
Advicent is the financial planning technology provider of choice for nearly 100,000 financial professionals within 4,000 clients worldwide, including four of the top five custodians, nine of the top 10 U.S. broker-dealers, seven of the top 10 North American banks, and three of the top five global insurance firms. Through our innovative product capabilities and dedicated services, we are able to help thousands of financial professionals and their clients understand and impact their financial future.
eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the only wealth-planning platform for financial professionals and firms that offers superior transparency, accessibility, security, and organization for everything that affects their clients’ financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare their clients for a secure financial future. For more information, please visit: www.emoneyadvisor.com.
LifeYield LLC, the leader in tax-smart household management and creator of the Taxficient Score®, helps forward-thinking financial firms, advisors, and investors make and keep more money. The Company's software takes a comprehensive view of investors' assets and provides simple tools to help improve their financial health. The LifeYield Advantage Suite of asset-optimizing software programs and sales tools includes: Proposal Advantage®, Portfolio Advantage®, Income Advantage®, Opportunity Advantage® and Social Security Advantage®. Based in Boston and founded by acclaimed finance and technology industry experts, LifeYield is passionate about helping people live the retirement of their dreams. For more information, please visit www.lifeyield.com.
MoneyGuidePro®, created by PIEtech®, makes robust financial planning fast and easy. 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.
PIEtech®, singularly focused on financial planning, believes that Everyone Needs and Deserves a Quality Financial Plan. Innovative client engagement tools include bliss, the Retirement Compatibility Game for couples, Financial Freedom, an interactive tool that helps clients control debt and start saving, Discovery Lab, guided online client data gathering and myMoneyGuide®, online guided planning for clients to create customized plans.
Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. Our firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. The firm’s technology solutions empower more than 1,200 advisory firms with total assets under administration in excess of $500 billion, from more than 1.9 million individual accounts.
Timeline is the sustainable withdrawal rate software used by financial planners in the US, Canada, UK and other developed countries across the world. Timeline uses extensive empirical research, asset class returns, inflation and mortality data to assess how a retirement strategy might fare under various market conditions.
With Timeline, advisors can illustrate various dynamic withdrawal strategies ( e.g Guardrails and Kitces's Ratcheting rules), visualise longevity risk, and produce a personalised Withdrawal Policy Statement for each client in minutes. www.timelineapp.co.
“The number of attendees provides the opportunity to meet others and to hear about other practices.”
“Mary Beth Franklin is always great and today was no exception.”
“I was very satisfied and will attend next year and bring another adviser from my practice”
“I thought this year was the best of the three I’ve attended. The speakers and topics are top notch, the location is great, the food is great. All in all, this is a highlight for us to attend and we hope it continues to fit well into our schedule for years to come!”
“Amazing experience and I will be back next year!”
“Natalie Choate continues to be cutting edge. She always offers new ideas and insights.”
“I talked to many of the exhibitors and came away with new providers and firms to keep tabs on.”
“Great summit! Thank you.”
"There is no other conference that provides us with a warmer greeting than yours. The Retirement Income Summit continues to be an incredible value."
Accepted for 12.5 CE Credits by the CFP Board. Accepted by Investments & Wealth Institute for 12.5 credits towards the CIMA® and CPWA® certifications.