The Insurance Fiduciary Network℠ has been renamed and rebranded as Insurance Network for Fiduciary Advisors℠ (IN4FA℠)
Co-Founder, Gonzalo M. Garcia, CLU indicated that Insurance Network for Fiduciary Advisors℠ (IN4FA) more succinctly describes the role and responsibility of the Network. He stated, “Our network of risk management advisors is helping financial advisors and wealth managers more holistically fulfill their fiduciary obligation to their clients, by assisting in reducing mortality, morbidity, longevity and tax risks associated with wealth transfer, as part of a comprehensive financial and legacy planning process. We see the consumer’s financial advisor as the fiduciary and the role of the Network is to assist them in a collaborative way with the protection needs of the client’s they serve”.
The Insurance Network for Fiduciary Advisors℠ (IN4FA℠) is a platform designed for fee-only or fee-based Wealth Managers or Registered Investment Advisors (collectively referred to as Wealth Managers) who provide financial planning to their clients. The financial security the Wealth Manager has achieved for his/her clients can, and may very likely, be derailed by an adverse event during the client’s lifetime. As a fiduciary, the Wealth Manager may want to take additional safeguards to protect this financial security. IN4FA℠ partners the Wealth Manager with a Risk Advisor that specifically provides fiduciary focused and collaborative risk management services to address the specific needs of the client.
The Insurance Network for Fiduciary Advisors℠ is comprised of a nationally recognized and select group of risk management advisors who adhere to the best interest doctrine and:
- Work objectively and collaboratively in a multi-carrier and multi-solution environment;
- Are unbiased, independent and fiduciary focused;
- Explicitly work to solve the planning challenges associated with mortality, morbidity, longevity, and taxes; and
- Possess a deep understanding of advanced planning techniques.
Prior to working with the Insurance Network for Fiduciary Advisors℠, our Network of risk advisors is required to sign a code of conduct that governs their behavior.
IN4FA℠ was created for Wealth Managers who recognize that when collaborative planning includes risk advisory solutions which address mortality, morbidity, longevity and taxes, the needs of their clients will be met in the accumulation, distribution and generational transfer of their wealth.
Insurance Network for Fiduciary Advisors℠ is powered by Agency Two Insurance Marketing Group, LLC, dba AgencyONE – a nationally recognized Broker General Agency that has been in the insurance and risk management business for over 40 years. AgencyONE operates as an independent intermediary between wealth managers and RIA’s and insurance companies, and provides life insurance, annuities, advanced estate and retirement planning, medical underwriting, and full back-office support to insurance, financial, and wealth advisors and their clients.
AgencyONE developed the Insurance Network for Fiduciary Advisors℠ (IN4FA) to help Wealth Managers and RIAs fulfill their promise of complete, comprehensive financial planning to help them honor their fiduciary role.
For additional information email the Insurance Network for Fiduciary Advisors (IN4FA) or contact us directly:
Gonzalo M. Garcia, CLU
Cathy Neifeld, JD
Partner & General Counsel