Broker Check

Dierdre Collins, MSFS, RFC
Tim Murphy, AIF, RFC

 

We've been endorsed by the MSCPA for 8 years and we have over 100 formal partnerships between financial planners, CPAs, law firms and associations in more than 110 locations. We created proprietary discounted insurance products for the MSCPA as well as investment policy development programs for nonprofits, endowments, and foundations. 

Do you have AICPA insurance?

Our proprietary insurance programs for members provides cost effective products.We have designed a proprietary discounted insurance product for the MSCPA. This cost effective product is designed to meet the ever-changing needs of CPA firms. Our comprehensive insurance review process is not a replacement program. Whether you own life insurance, disability insurance or long-term care, you owe it to yourself to engage in an ongoing assessment of your ever changing needs. We will examine your current coverage and offer a detailed, objective analysis of your policy’s performance; Determine if your current coverage is in line with your anticipated needs; Evaluate the potential advantages of a newer policy, products, and providers; Review beneficiary designations and update accordingly.

Do you want to help your clients with their ongoing needs?

Enhance your client relationships and increase your revenue by joining forces with IFP to offer additional products and services. Your clients want to gain confidence in their future and their financial well-being. The Professional Partners Program™ can help you enhance that trust and confidence. You will be viewed as a problem solver, further strengthening the relationship with your clients and increasing the value of your practice. We believe in working closely with our clients’ other advisors to help manage their needs and provide full coordination and maximum value to the client with creative solutions. Our role is to promote trust between our partners and their clients by not getting in the way. We provide an environment that supports long-term relationships. We look at financial situations on a cross-disciplinary basis, not just from a legal or accounting perspective. This allows for identification of both coordination gaps as well as planning opportunities. 

As Thought Leaders on the DOL ruling, UPIA and 101(j), we ensure you are prepared for all situations. The Department of Labor ruling that was recently announced expands fiduciary responsibility to IRA rollover recommendations. As your clients' trusted advisor, they will turn to you for guidance on how this ruling will impact them. The inclusion of the Best Interest Contract Exemption will raise questions as well. Are you prepared to discuss the new rule with your clients?   

The Uniform Prudent Investor Act (UPIA) revamps rules that now govern the actions of trustees handling Trust-Owned Life Insurance (TOLI). Trustees are required to pursue an investment strategy taking into account such factors as risk and return. Clients establishing trusts depend upon the professionals they hire as trustee or advisor to ensure that their wishes match the objectives and strategies set forth. Our checklist provides an efficient process to ensure your clients are performing their due diligence.

Lack of compliance with IRS Code Section 101(j) could create serious issues for clients. Many advisors and financial professionals ignore this annual requirement. Our auditing process will identify missed filings and gaps in compliance to protect you and your clients.

As Thought Leaders on the DOL ruling, UPIA and 101(j), we ensure you are prepared for all situations.

The Department of Labor ruling that was recently announced expands fiduciary responsibility to IRA rollover recommendations. As your clients' trusted advisor, they will turn to you for guidance on how this ruling will impact them. The inclusion of the Best Interest Contract Exemption will raise questions as well. Are you prepared to discuss the new rule with your clients?   

The Uniform Prudent Investor Act (UPIA) revamps rules that now govern the actions of trustees handling Trust-Owned Life Insurance (TOLI). Trustees are required to pursue an investment strategy taking into account such factors as risk and return. Clients establishing trusts depend upon the professionals they hire as trustee or advisor to ensure that their wishes match the objectives and strategies set forth. Our checklist provides an efficient process to ensure your clients are performing their due diligence.

Lack of compliance with IRS Code Section 101(j) could create serious issues for clients. Many advisors and financial professionals ignore this annual requirement. Our auditing process will identify missed filings and gaps in compliance to protect you and your clients.