A solution born from experience
IN4FA is powered by AgencyONE, an independent, national brokerage general agency with the expertise and experience needed to create a well curated team of risk advisors. Our team supports your team in bringing insurance services to your practice without diverting your core focus. We work in the method and manner in which you conduct business, allowing you to address insurance needs without trepidation. The real benefit is adding greater value for your clients.
Powered by expertise and experience
AgencyONE has been in the insurance and risk management business for over 40 years, always as an intermediary between wealth managers and insurance companies. In that time, we have seen the natural friction between the different disciplines in the wealth advisory community, often at the expense of the consumer. This was not a problem without a solution, but simply a problem that had not be solved yet.
AgencyONE embarked on the vision of IN4FA in response to the growing need RIAs and wealth advisors have expressed for fiduciary-focused risk management services. The inherent risks in any financial plan of mortality, morbidity, longevity, and taxes are too often ignored or handled without the expertise and care that such risks require. We have seen first-hand that when these risks are met proactively, advisors are able to complete their planning, honor their fiduciary role, and create a win for clients in the accumulation, distribution, and ultimately, generational transfer of their wealth.
A community designed around fiduciary principles
IN4FA risk advisor members are carefully selected, vetted, and maintained by us. We are a community of advisors who value transparency, objectivity, and an unbiased approach. They must always demonstrate and maintain a collaborative spirit with other professional disciplines to best serve the needs of the client in a fiduciary manner. We are stewards of the trust that has been fostered between you and your clients.
Our goal is to create a collaborative community of financial and legal professionals which includes investment advisors, trust and estate attorneys, certified public accountants, family offices, trust officers, and insurance advisors. Together we can employ a holistic approach to wealth management that best serves the needs of the consumer and enhances your client experience.
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