Through a partnership with A+ carrier Lincoln Financial Group, we’re proud to offer two products that include higher upside potential with four industry-leading crediting options — allowing your high net worth clients to focus on accumulation rather than market volatility.
With the Lincoln Impact AdvantageSM, you’ll be able to provide wealth transfer strategies with a simple, yet powerful product, along with access to funds in the event of unexpected expenses and a death benefit for loved ones.
With the new Lincoln Impact Advantage PlusSM, you will no longer have to ask your clients to pay for something nearly 20% of them will never use. This product offers a true “pay when you play” income benefit, and it’s available to a limited number of elite advisors. Learn more about how you can be one of them by calling 678-369-8954.
Retirement Wealth Advisors (RWA) and FormulaFolio Investments (FFI) are SEC-Registered Investment Advisors that help individual investors retire with confidence. Through RWA and FFI, independent financial advisors can enjoy the freedom of owning their books of business, AUM management, licensing help, and many more services and resources that help each one become the strongest advisor possible. Founded in 2005, RWA has expanded throughout the United States over the last 12 years, serving more than 4,000 clients. FormulaFolios started in 2004, and with a three-year growth rate of 13,927%, it claimed the 10th spot on the 2017 Inc. 500 Fastest-Growing Companies in America list.*
*FFI’s Inc. 500 Disclosure: FormulaFolio Investments, LLC is ranked 10th on the 2017 Inc. 500 list. The growth rate stated is based on revenue earned in the last three years with only private companies who apply in consideration. For further information on the criteria, please visit https://www.inc.com/apply/guide.
Work with the industry’s leading carriers so you can effectively target your clients’ needs with the best products specifically designed with them in mind.
BrandVoice® is Forbes’ native-content platform that was launched in 2010 to help brands tell stories on Forbes.com using the same publishing platform as the iconic magazine’s editorial staff and contributors. Forbes.com has over 56 million unique visitors per month and has an audience of influencers and high net worth individuals, so BrandVoice® partners have the unique opportunity to target a wide range of hard-to-reach readers.
Improve the overall sales experience for you and your clients with the Impact E-App, powered by FireLight®. With this intuitive app, your processes are simplified through e-signature capture, tracking, and increased in-good-order business. And since the app adjusts instantly to carrier changes, you can rest assured that you’re always on top of your game.