8 Total Companies
About 15 years ago, we started looking into commission planning after hearing about several health brokers who passed away without a plan to protect their commissions. We wanted to find solutions to help brokers safeguard their income. Over time, we developed a program to provide commission protection for brokers, ensuring their beneficiaries are taken care of.
Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about how Commonwealth partners with more than 2,000...
Universal Financial Consultants (UFC) is an insurance and investment consulting organization that specializes in providing state-of-the-art, turn-key sales strategies to financial advisors across the United States. UFC is a founding member of Insurance Designers of America, one of the largest Brokerage General Agencies/Independent Marketing Organizations in the country.
At Axos Advisor Services our focus is solely on RIAs. As a hybrid custodian and financial services company, our powerful, integrated custodial and banking solutions enable RIAs to offer a wider range of services to their clients. And advisors have access to our intuitive Liberty Platform, designed and built specifically for RIAs. Axos Advisor services is offered by Axos Clearing LLC, a licensed br...
The Difference Card is a one-of-a-kind solution that can reduce health insurance costs by 18%. The Difference Card can often improve employee benefits without increasing costs to the employer. Over the last 9 years, our health insurance savings solution has resulted in an average of $3,000 in savings per employee per year. Insurance Brokers use our solution to stand out from the crowd and create a...
We make life for benefits consultants easier- and more prosperous.Medefy is a digital benefits navigation platform that makes it easy for members to find and use their benefits. We ensure members make smart, cost-saving decisions by giving them access to benefits experts 24 hours a day, seven days a week.Medefy helps you win clients—and keep them.Our intuitive and centralized benefits platform wil...
ArmadaCare is a leading insurance program manager, delivering unique health insurance solutions that enhance ordinary health benefits in the U.S. employer market. Working with brokers and their employer clients, ArmadaCare benefits offer a boost to help recruit, retain, and reward key talent.
Snappy Kraken is an AI-powered marketing platform built exclusively for financial advisors and firms. Our automated campaigns, award-winning content, and real-time data insights help advisors attract clients, strengthen relationships, and drive measurable growth. With built-in compliance workflows and a fully managed marketing option, we make it easy for advisors and firms to scale their marketing...