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Risk Advisors

Your fiduciary approach to risk management has found an audience

For over 40 years, AgencyONE has been committed to assisting wealth managers in mitigating the mortality, morbidity, longevity, and tax risks associated with their clients’ financial goals and objectives.

As the wealth management community continues to engage us for assistance, we are expanding our network of like-minded risk advisors – this network is the Insurance Network for Fiduciary Advisors® (IN4FA).

 Insurance Network for Fiduciary Advisors® is comprised of risk management professionals who specialize in accident, illness, and disability insurance, life insurance, and long-term care insurance, in addition to longevity annuities.  Further, these professionals are well versed and credentialed in advanced tax planning strategies and techniques.

Use your expertise to expand your reach

Our Network is national and is comprised of risk management professionals who meet the following requirements. If you meet these criteria and are interested in learning how you can become part of the Insurance Network for Fiduciary Advisors®, please contact us.

Want to Become A Part of the Network?

Your fiduciary approach to risk management has found an audience

For over 40 years, AgencyONE has been committed to assisting wealth managers in mitigating the mortality, morbidity, longevity, and tax risks associated with their clients’ financial goals and objectives.

As the wealth management community continues to engage us for assistance, we are expanding our network of like-minded risk advisors – this network is the Insurance Fiduciary Network® (IFN).

The Insurance Fiduciary Network® is comprised of risk management professionals who specialize in accident, illness, and disability insurance, life insurance, and long-term care insurance, in addition to longevity annuities.  Further, these professionals are well versed and credentialed in advanced tax planning strategies and techniques.

Use your expertise to expand your reach

Our Network is national and is comprised of risk management professionals who meet the following requirements. If you meet these criteria and are interested in learning how you can become part of the Insurance Fiduciary Network®, please contact us.

  • Always consider the client’s best interest over their own and are willing to work
    collaboratively in support of wealth managers and their clients.
  • Have signed the IFN® Code of Conduct.
  • Are NOT managing or advising on an investment book of business.
  • Have a minimum of 10 years in the profession.
  • Are credentialed with any of these designations:

Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
Certified Financial Planner (CFP)
Certified Exit Planning Advisor (CEPA)
Certified Exit Planner (CExP)

Accredited Estate Planner (AEP)
Certified in Long Term Care (CLTC)
Certified Public Accountant (CPA)
Enrolled Agent (EA)
Attorney\Juris Doctor (Esq\JD)

 

Want to Become A Part of the Network?

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CONTACT US

11200 Rockville Pike, Suite 500
Rockville, MD 20852

(301) 803-7500
info@in4fa.net

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