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2021 NAPFA National Sponsors

Diamond Sponsor

Lincoln Financial Group

  Our Mission:
Lincoln Financial Group provides advice and solutions that help people take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, and guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $270 billion in end-of-period account values as of June 30, 2020. Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, we earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index, and rank among Forbes’ World’s Best Employers, Best Large Employers, Best Employers for Diversity, Best Employers for Women and JUST 100, and Newsweek’s Most Responsible Companies.

How we help advisors:
At Lincoln, we’re committed to providing resources to help financial professionals understand their client’s unique needs, offer the best solutions and create a client experience that sets them apart from competitors.

What we want advisors to know about us:
Lincoln has a suite of annuities just for RIAs. No commissions. Easy to integrate. Plus, you’re supported by a dedicated team who specialize in the needs of your RIA practice. From guiding you through technology platforms, to updating you on our latest partnerships, we’re here to make your job easier.

Additional Resources:
Lincoln RIA Website
Schedule a Consultation
RIA Annuity Analysis


Contact Us:
LincolnRIA@lfd.com
Jeff Stanford: (484) 583-6320

  

National Partner

Allianz Life

  Our Mission:
Our mission is simple: We secure your future.

How we help advisors:
We commit dedicated resources and invest in helping independent advisors integrate risk management solutions, including annuities, as part of a comprehensive wealth management practice.

What we want advisors to know about us:
Allianz is driven by the vision that our customers should be able to live their lives with confidence. That commitment is at the heart of everything we do, from our values-driven culture to our innovative financial products, to our responsible investment philosophy.

Additional Resources:
Allianz Advisory Solutions
RIA & Institutional Markets Support

Contact Us:
ria@allianzlife.com

  

Snack Box Sponsor

Buckingham Wealth Partners

  Our Mission:
We help fulfill financial dreams.

We empower advisors to design, build and protect financial lives.


How we help advisors:

Different by design.

A company founded on principle before profit, Buckingham reimagined the model. That brave foundational thinking is still helping us build one of the largest independent RIA firms to objectively serve individuals and families, while simultaneously constructing a best-in-class TAMP model to help other financial advisors positively impact more lives.

The Buckingham Promise

Spend more time with your clients. It’s easier said than done unless you have the support of our expanding advisor network that now includes more than 40 offices in over 20 states. And our TAMP is hard at work at more than 1,200+ advisors nationwide. Working with Buckingham can give you more time to do the work only you can do.

What we want advisors to know about us:
If you’re seeking something different, welcome home.

Our combination of delivering unbiased, independent advice with a scientific approach to financial planning and investing makes us unapologetically distinct. Fate and happenstance didn’t get us here. We have meticulously created and actively cultivate one of the much-admired ecosystems in the financial services sector.

Sage advice and service for all.

What we do, we do with wholehearted commitment, collaboration and transparency. We serve our clients with a complete lack of ego or complacency. And staying true to our founding principles, we will always do the right thing over the easy thing.

  

Platinum Sponsor

BlackRock

Our Mission:
BlackRock’s purpose is to help more and more people experience financial well-being.

How we help advisors:
We are a fiduciary to our clients - our clients’ interests come first. The fiduciary mindset is the bedrock of our identity. It reflects our integrity and the unbiased advice we give our clients. And it’s what inspires us to come to work every day and help people build better futures. We are also passionate about performance. We are relentless about finding better ways to serve our clients and improve our firm. Since our founding, innovation has been at the center of how we deliver performance and stay ahead of our clients’ needs. We have continually reinvented our firm and our industry to help people achieve their goals.

What we want advisors to know about us:
We take emotional ownership of our clients. The people we serve entrust us to help them prepare for the future. Our culture is defined by the deep sense of responsibility we feel to our clients and to each other. In everything we do – from the investment performance we deliver to the technology we develop – we are emotionally invested in our clients’ futures. We are equally invested in the success of our firm and our colleagues. We hold ourselves and each other to the highest standards of excellence. We are also committed to a better future. We are long-term thinkers, focused on helping people build a better tomorrow. We are deeply invested in the success of all of our stakeholders – our clients, our employees, our shareholders, and the communities where we operate – and we run our business sustainably and responsibly.

Contact Us:
Customer Service

  

Elements

  Our Mission:
To empower advisors with the standards, methodology, and tools they need to help more clients embrace the habits of holistic financial health.

How we help advisors:
The Elements Financial Planning System™ gives advisors the proven methodology and technology needed to efficiently demonstrate value beyond a typical meeting cadence.

Clients want to know their advisor is worth the fees they are charging, but most advisors don't have a system that makes demonstrating ongoing value easy. Elements is an innovative system that makes regular meaningful engagements with clients both efficient and simple. Using our system clients will never wonder if their advisor is a wise investment. Ensure your clients really understand the true worth of your service by delivering planning instead of a plan.

What we want advisors to know about us:
Most successful advisors know how to help their clients make smart financial decisions. But as their businesses grow, they often haven’t had time to create the processes and tools required to scale a flawless experience for their growing book of business.

Elements is a financial planning system developed by our rapidly growing RIA to ensure our advisors could efficiently grow a large book without a drop in client satisfaction. Now Elements is available to give advisors access to our proven methodology for delivering ongoing value to clients via our elegant client-centric mobile app and planning tools.

Stop trying to reinvent the planning wheel. Book a time to talk with us about perfecting your client experience now at getelements.com/napfaconsultation.

Additional Resources:
Schedule a consultation
Elementality: a podcast for financial advisors
Learn more about the Elements Financial Planning System


Contact Us:
Jordan Haines
jhaines@getelements.com
801-383-0127

  

Pomona Capital/Voya Investment Management

  Our Mission:
Pomona Capital is a global private equity firm that has had $13.3 billion in capital commitments across its sponsored funds and separate accounts since being founded in 1994. Pomona manages secondary, primary and co-investment strategies for a global group of sophisticated investors. Pomona specializes in secondary investing and providing liquidity solutions for investors. Pomona has purchased $4.8B in secondary interests in over 500 funds with investments in 8,000+ companies, across both mature and developing markets.

How we help advisors:
Private Equity has fast become an important asset class for suitable investors in a well-constructed portfolio. Please join us as we discuss how to access private equity with the potential for enhanced liquidity and a lower risk profile by acquiring funds in the secondary market. Specifically, we will discuss: (1) The history and evolution of the private equity secondary market; (2) How to think about private equity in the context of asset allocation; (3) Private equity today from a valuation and risk perspective; (4) Prospects for private equity returns over the next 10 years; and (5) Accessing private equity secondaries: From Traditional Partnerships to Registered Vehicles.

What we want advisors to know about us:
Founded in 1994, Pomona Capital is a global, value-oriented private equity firm specializing in secondary investing and focused on generating significant performance while seeking to limit risk. Our proven management team has over 20 years of private equity experience navigating through multiple economic cycle.

Additional Resources:
Pomona Investment Fund Fact Sheet
Pomona Investment Fund Performance
Pomona Investment Fund Website
Pomona Investment Fund Quarterly Review and Outlook

Contact Us:
PomonaInvestmentFund@voya.com
855-211-3220

  

Gold Sponsor

Dimensional Fund Advisors

  Our Mission:
Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies. As of December 31, 2020, Dimensional and its affiliates manage $601 billion in USD for investors worldwide.

How we help advisors:

The value of the right financial advisor cannot be understated. For too many families and individuals, investing is a daunting component of their broader financial plan. A partnership with Dimensional can help advisors focus on their clients’ goals and values, with the knowledge that their clients are getting an investment experience they can stick with in good times and bad. Advisors who work with us generally characterize our support team as an extension of their own team, and an insightful sounding board for best practices and their ideas. The ways in which we work with advisors include sharing resources and insights on investments, effective communication with investors, and best practices for the advisor’s business strategy. Ultimately, an advisor can seamlessly combine financial planning and investment management into a robust and compelling offering that appeals to his or her investor demographic.

What we want advisors to know about us:
Dimensional has a culture of academic learning, teamwork, innovation, and resounding dedication to always do what's right for our clients. This is what drives us. We believe that NAPFA and its members exemplify this same drive. As a result, we provide the investments, messaging, and business strategy support advisors need to grow their business and deliver peace of mind to their clients.

Additional Resources:
Dimensional Webcasts
Sustainability Funds Brochure

Investing with Dimensional in a Mutual Fund versus Exchange-Traded Fund

Contact Us:
Eric Lane
eric.lane@dimensional.com
512-306-4645

 

Econiq

  Our Mission:
Econiq is on a mission to make Zoom meetings with clients a better experience for all.

How we help advisors:

We take the Financial Advisor’s client engagement process and visually transform it into a series of memorable first meetings. This saves considerable time for the Advisor, generates more business and deepens every client relationship.

What we want advisors to know about us:
  • We have an award-winning patented technology which is now available to Financial Advisors.
  • Our dedicated onboarding team will have you running visibly memorable meetings on Zoom within days.
Additional Resources:
Principles of Better Client Experience for Remote Meetings

Results of Our Remote Meetings Survey
(Screen) Sharing the Conversation

Contact Us:

Steven Blake
sblake@econiq.com
781-222-5970

 

FlexShares Exchange Traded Funds Managed by Northern Trust

  Our Mission:
FlexShares® leverages research and investment expertise across disciplines to offer new, insightful solutions designed to address actual investor goals. Each strategy is purposefully matched with a core investment objective: growing assets, managing risk, generating income or managing liquidity. FlexShares ETFs are engineered from the ground up including collaborating with an index provider to build the appropriate index that is designed to produce persistent return attributes while emphasizing transparency and cost efficiency in order to deliver alternative index strategies. We intensely focus on identifying and delivering unique insights not already priced into the market. Investors can benefit from our dedication to advancing the science of index design and transparency we deliver through our outcome-oriented ETF solutions for the long-term investor.

What we want advisors to know about us:
FlexShares are sponsored and managed by Northern Trust, one of the world’s leading investment firms and a premier index manager. FlexShares leverages this global expertise in asset allocation, portfolio construction and risk management. Our investment solutions framework focuses on the fundamental investor needs of growing assets, managing risk, providing liquidity and generating income. Our principled focus on long-term investor needs serves as a solid foundation for the portfolio construction process.

By using FlexShares, investors gain all the traditional benefits of ETFs: transparency, flexibility, tax efficiency and generally lower costs than mutual funds. But they also can take advantage of “flexible indexing,” our proprietary approach to delivering index solutions. Flexible Indexing is a comprehensive approach that spans the entire process, from index concept, design, construction and development to the fund’s ongoing management.

Additional Resources:
Advisor Wellness Materials

Contact Us:
Hunter Knapp
Hk118@ntrs.com
770-508-6161

 

Hubly

  Our Mission:
Hubly is on a mission to empower financial service professionals with better enablement technologies and tools that make it possible to scale their services and processes. Our team wakes up every day to make the lives of Financial Advisors and their teams easier to ensure that more families can access comprehensive financial planning and advice.

How we help advisors:

Hubly is a workflow tool built specifically for Financial Advisors to ensure that nothing falls through the cracks. Our intuitive workflow solution helps you track the processes that let you serve more clients and increase your firm’s efficiency - so you never drop the ball again.

Hubly works with leading advisor CRMs, such as Redtail and Wealthbox, to ensure that client data flows freely and securely while always keeping up-to-date. Purpose-built for the modern Financial Advisor, Hubly helps you scale a high-touch client experience by helping you:
  • Streamline your Onboarding Workflows
  • Automate Your Client Check-ins
  • Manage and Track Client Projects
What we want advisors to know about us:
Financial Planning is a dynamic process, personalized to each client's unique needs. We make it easy to build workflows that help you be proactive but can still be customized based on the specific needs and circumstances of every client. Hubly has helped over 200+ happy customers create more than 16,000 workflows to streamline their financial planning services to over 65,000 clients.

Additional Resources:
Free Service Planning Workbook

Book a free strategy call
Redtail & Hubly Integration Demo

Contact Us:
Louis Retief
louis@myhubly.com
914-608-9563

  

LLIS

  Our Mission:
LLIS is an extension of fee-only financial advisor firms. We work with fee-only advisors and their clients to find the right insurance solution, recommend the best solutions based on clients' individual needs, using low-load permanent life insurance and annuities when possible. We are salaried employees and build our business on relationships, not sales. Like you, no one on our team accepts commissions, referral fees, or kickbacks. We value earning your trust with every client, and that includes transparency.

How we help advisors:

LLIS is a team of 20+ service providers and insurance solution experts. We work with a list of reputable insurance companies to allow a complete suite of competitive solutions and unique advantages. We are licensed in all 50 states, allowing us to assist advisors and their clients no matter where they are or where they might be in the future. LLIS provides service after the sale, for the life of your clients' policy.

What we want advisors to know about us:
LLIS is not your competition. We have built our business on relationships, not sales. And those relationships continue long after the purchase of a policy. Our dedicated team provides objective recommendations for your clients from their initial quote through the life of their policies. Our free policy review service helps your clients determine if their current coverage meets their everyday needs.

Additional Resources:
LLIS: The Team Behind Your Team
LLIS: Policy Reviews

LLIS: Underwriting

Contact Us:
advisorservice@llis.com
877-254-4429

 

Private College 529 Plan

  Our Mission:
At Private College 529 Plan, our mission is to establish, maintain, and administer a prepaid tuition program with the goal of making attendance at independent colleges and universities more affordable for students and families.

How we help advisors:

Private College 529 Plan offers a unique college savings solution for your clients. At its core, the Plan helps your clients steer clear of tuition increases, avoid market risk for their college funds and potentially save thousands of dollars on future tuition. Clients lock in today’s tuition rates guaranteed at any member school. Participating schools range from Princeton to Stanford, Amherst to TCU, Emory to Notre Dame to USC and hundreds more. Private College 529, in operation since 2003, provides families the same federal tax and estate planning advantages as state 529 plans, and clients pay zero fees. It is making private higher education more affordable for American families.

What we want advisors to know about us:
In working with clients, financial advisors should know the following about our Plan:
  • Plan Structure- Private College 529 Plan is a prepaid tuition plan, not an investment account. By prepaying tuition, your clients lock in current rates at nearly 300 colleges and universities.
  • Guaranteed- The Plan is sponsored and guaranteed by the participating colleges and universities.  School’s bear all financial risk and pay all fees, so your clients get the most for their money.
  • Flexible- Private College 529 Plan assets can be used to pay any qualified expense at any college or university, public or private. The tuition guarantee applies only to participating institutions. Outside the network, the value of the account is calculated as your client’s total contributions adjusted for net investment returns subject to a maximum increase of 2 percent per year or a maximum loss of 2 percent per year, compounded annually.
Additional Resources:
Financial Advisor Resource Page
Plan FAQ
Member Colleges and Universities

Contact Us:
Jonathan Sparling
jonathan@pc529.com
401-258-8859

  

Prudential Annuities

  Our Mission:
To help our customers achieve financial prosperity and peace of mind. How we conduct our business is just as important as what we do. Our core values are the principles that guide us daily in helping our customers achieve financial prosperity and peace of mind. At all times, we strive to distinguish Prudential as an admired multinational financial services leader and trusted brand that is differentiated by top talent and innovative solutions for all stages of life.

How we help advisors:

At Prudential, we’re committed to providing resources to help financial professionals understand their client’s unique needs, offer the best solutions and create a client experience that sets them apart from competitors.

What we want advisors to know about us:
Prudential is one of the world’s largest financial institutions with $1.721 trillion in assets under management, and with one of the most recognized brands in the United States: The Rock®. We are known for our ability to deliver on our promises to our customers and are recognized as one of the world’s most admired companies. Prudential Annuities is a business of Prudential.

Additional Resources:
RIA Territory Map
MyRock Advisor Dynamic Income
Prudential MyRock Advisor Investment

Contact Us:

Jordan Marino
jordan.marino@prudential.com
203-213-7563

  

Refinitiv

  Our Mission:
Refinitiv, an LSEG (London Stock Exchange Group) business, is one of the world’s largest providers of financial markets data and infrastructure. With $6.25 billion in revenue, over 40,000 customers and 400,000 end users across 190 countries, Refinitiv is powering participants across the global financial marketplace. We provide information, insights, and technology that enable customers to execute critical investing, trading and risk decisions with confidence. By combining a unique open platform with best-in-class data and expertise, we connect people to choice and opportunity – driving performance, innovation and growth for our customers and partners.

How we help advisors:

Refinitiv, an LSEG business, provides wealth firms with seamless integration across front, middle, and back-office workflows that improve decision-making, deepen client engagement, and optimize business performance. Our tools empower your financial advisors to be more informed, more efficient, and more engaged with their investor clients.

What we want advisors to know about us:
Refinitiv, an LSEG business, equips wealth advisors with workflow tools that help them provide a more relevant and responsive investor client experience. We deliver the tools and solutions to give wealth advisors the power to be more informed, more efficient, and more engaged with their investor clients.

Additional Resources:
Wealth Management Solutions
Advisor Tools

  

XY Planning Network

  Our Mission:
We help people live their great lives by providing the tools, resources, and community fee-for-service advisors need to thrive.

How we help advisors:

XYPN helps advisors achieve their dreams of entrepreneurship and independence by providing the support they need to launch, run, and grow successful fee-for-service financial planning firms. Join the Network for access to our robust tech stack, educational resources, guides, and templates—and countless community engagement opportunities. Looking for more? We offer a growing list of a la carte services, including expert coaching in business operations, sales, marketing, and financial planning, a dedicated team of compliance experts, tax planning and preparation services, a holistic investment management process and platform, and outsourced bookkeeping, all at your fingertips.

Contact Us:
Aimee Arnaud
aimee@xyplanningnetwork.com
406-413-9200

  

Silver Sponsor

Alliance of Comprehensive Planners

  Our Mission:
Our mission is to provide a philosophically united community for fiduciary advisors to share their wisdom in order to build exceptional financial planning practices, transform client lives, and grow client wealth.

How we help advisors:

Through the ACP Success Program™, ACP members acquire the knowledge and tools needed to provide comprehensive financial advice. ACP teaches advisors how to establish and grow a financial planning practice, and the ACP community provides the ongoing support necessary for success.

Training and Tools
  • The acclaimed ACP Success Program™ teaches you how to start, manage, and grow a financial planning practice.
  • The ACP Toolkit provides a suite of proprietary financial planning tools, including a fee calculator.
  • Group Instruction, an intensive multi-day training conference led by successful ACP advisors, completes the training experience and grounds participants in the ACP methodology.
Dynamic Community
  • ACP’s online community puts the collective experience of 180+ colleagues at your fingertips, providing immediate answers to the most confounding client questions.
  • Your personal ACP mentor provides individualized guidance to help you every step of the way.
  • ACP’s annual conference and member gatherings offer invaluable networking opportunities.
What we want advisors to know about us:
The Alliance of Comprehensive Planners (ACP) is a dynamic community of comprehensive, fee-only financial advisors committed to working in their clients’ best interests. ACP members are innovators in retainer-based, tax-focused, comprehensive financial planning. Whether you are building a new practice or transforming an existing one, our proven model—the ACP System™—enables you to be a more effective financial planner and a more successful business owner.

Additional Resources:
The Holistic Financial Plan White Paper

ACP Brochure

Contact Us:
Joanne Warren
joanne@acplanners.org
910-769-1569

  

Charles Schwab

  Our Mission:
Our purpose is to champion every client’s goals with passion and integrity, empowering them to take ownership of their financial future at every income level and life stage.

How we help advisors:

For over 30 years, Schwab Advisor Services™ has been all in for independent investment advisors. We take the time to work with investment advisors, learn their goals, and help plan strategies for their businesses. This approach has given us a unique understanding of the Registered Investment Advisor (RIA) model—and how to help you achieve the benefits of independence. Our support, services, and technology are built around investment advisors’ needs. We put you first so that you can focus on your clients. We provide industry-leading custody services, with no AUM minimums and no custody fees—and no intention to raise them.

What we want advisors to know about us:
We make moves that empower you to put clients first. No matter your background, firm size, or business complexity, Schwab collaborates, innovates, and works tirelessly to deliver specialized service and exceptional value to Registered Investment Advisors (RIAs).

Additional Resources:
Schwab Advisor Services™ at a glance Brochure

Mastering the Moment Whitepaper

Contact Us:
Set Up an Appointment
877-687-4085

  

Five States Energy Company, LLC

  Our Mission:
Founded in 1985, Five States Energy is a private equity firm that invests in producing onshore, domestic oil and gas assets that exhibit stable, long-life cash flow streams. Funds are current return oriented.

How we help advisors:

Five States provides a vehicle for a “pure play” in investing in oil and gas production. Oil and gas have one of the lowest correlations to stocks and bonds, while providing an equal or superior return. Oil and gas properties, unlike oil companies, provide this low correlation.

We have provided oil and gas production to financial advisors for over 35 years. During most of this time, we have been a NAPFA sponsor. The majority of our funds have been helpful in improving returns while increasing diversification.

What we want advisors to know about us:
Our senior executives are industry leaders in engineering, geology, operations and finance. Additionally, our skilled support staff allows us to perform due diligence in-house.

We have successfully acquired and managed hundreds of millions of dollars in oil and natural gas assets over our 35-year history. Our investment capital is raised from high net-worth individuals and family offices.

While Five States evaluates many different types of investment opportunities, we focus on transactions in the $5 million to $25 million range, with a geographical focus on Texas/New Mexico and the Midcontinent. Five States focuses on long-life onshore, domestic conventional and unconventional producing assets.

Contact Us:
Arthur Budge
abudgejr@fivestates.com
214-560-2569

 

Foreside

  Our Mission:
Precision, expertise, and integrity, combined with professional insight, position Foreside to offer customized compliance and technology solutions to the investment management industry. Foreside is committed to offering cost-effective, tailor-made solutions that enable clients to focus on portfolio management and business growth while adhering to distribution and compliance best practices. As a strategic partner to our clients, we stand ready to advise regarding all aspects of the regulatory, financial, operational, and distribution requirements of advisors.

How we help advisors:

Foreside delivers comprehensive advice and best-in-class technology solutions to clients in the global asset and wealth management industries. For 15 years, Foreside’s suite of services and platform-based model have helped automate and simplify compliance and marketing for clients. Our clients enjoy the peace of mind that comes with our comprehensive, proactive compliance solutions.

What we want advisors to know about us:
Foreside works with pooled investment products, investment advisors, broker-dealers, global asset managers, and other financial institutions. By harnessing state-of-the-art technology, Foreside helps firms address and shape today’s regulatory environment, drive operational efficiency and growth, and focus on value-adding work.

Additional Resources:
Compliance Programs for Registered Investment Advisors

The Ins and Outs of Outsourcing Compliance

Contact Us:
John Vekich, Managing Director
jvekich@foreside.com
480-999-4597

  

Markel

  Our Mission:
Markel offers insurance for registered investment advisors and financial planners. Since 1988, Markel has established a strong reputation as a result of industry expertise, stable premiums, and excellent claims management services. Markel offers policy customization, risk mitigation strategies, and optional cyber liability coverage.

How we help advisors:

Markel’s policy includes coverage for your in-house Chief Compliance Officer, coverage for your acts as a fiduciary, and coverage for mainstream investments including ETFs and alternatives. We are the obvious choice for thousands of financial service professionals including registered investment advisors (RIAs), financial planners/advisors, pension consultants, broker-dealer/RIAs, investment management consultants, investment advisory representatives, divorce financial consultants, registered representatives, and life insurance agents.

What we want advisors to know about us:
Markel has been a strong supporter of NAPFA and its advisors for decades. Our policy was written specifically for registered investment advisors and tailors well to advisors who are 100% fee-only fiduciaries to their clients.

Contact Us:
Travis Pearson
Travis.Pearson@markel.com

Murray A. Gordon & Associates (MAGA Ltd.)

  Our Mission:
Our mission at Murray A. Gordon & Assoc. has been to work hard to make Long Term Care Planning easy. MAGA’s 3 principals provide over 100 years of expertise, offering a range of cutting-edge LTCI solutions. Our experienced team provides attentive customer service, including policy reviews and claims support. We are also committed to LTCI education and offer CFP®-Approved CE programs. MAGA is the nation’s most experienced LTC specialist and a long-time NAPFA Resource Partner.

How we help advisors:

At MAGA, our mission since inception in 1975 has been to educate advisors and clients on Long Term Care Planning. We offer customized solutions to meet the care and financial goals for each client since we know LTCI is not a one-size-fits-all product. Our team prides itself on outstanding customer service, education and claims assistance. With our hands-on approach from start to finish, clients will understand how they can be best prepared for a LTC event in the future, while learning about multiple carriers, unique benefit choices, and paid-up premium options. Even with today’s COVID challenges, we are prepared to help clients find coverage. The close relationships we have built with so many LTCI carriers, and our knowledge and expertise we have developed for 46 years makes us experts in our field. Let us help you help your clients navigate through life’s retirement transitions.

What we want advisors to know about us:
Long Term Care costs are on the rise and it is more important than ever to have a conversation with your clients on how they intend to protect their assets if they need care in the future. A solid retirement plan includes a discussion about who will pay for their care and who will provide the care. Long Term Care Insurance (LTCI) can help off-set the rising cost of Home Care, Assisted Living Facility and Nursing Home Care. LTCI also provides peace of mind to the policyholder and their family, knowing there is a plan in place and a financial strategy to ensure assets are preserved. People are living longer and there is a 60% chance your client will need care in the future. We can help you and your clients explore LTCI options and design a plan that fits their needs.

Additional Resources:
MAGA LTCI Advisor Flyer

MAGA LTCI Quote Request

Contact Us:
info@magaltc.com
800-533-6242

 

MS Consultants, LLC

  Our Mission:
MS Consultants is your trusted advisor offering more than 100 years of combined Cost Segregation experience, and their expertise doesn’t stop there. We’re also nationally-recognized experts on the IRS’ new, complex rules as they apply to real estate and depreciation, as well as, energy studies (including §179D deductions and §45L credits). Our up-to-date tax knowledge combined with our understanding of engineering and construction means our clients get the absolute maximum allowable tax benefits out of their properties.

How we help advisors:

MS Consultants provides a wide range of real estate tax services, including engineering-based Cost Segregation Studies, 179D and 45L Energy-Efficient Certifications, Tangible Property Regulation Analysis, and Utility Savings. Since 1996, the principals of MS Consultants have completed over 20,000 Cost Segregation Studies and thousands of 179D and 45L certifications. Our clients range from locally owned businesses to internationally recognized companies with skyscrapers gracing the skies of large U.S. cities. Our nationally recognized experts in taxation, engineering and construction bring an unmatched level of expertise to our clients. MS Consultants is at the forefront of the Tax Cuts and Jobs Act and the CARES Act, as well as their impact on business and real estate owners. MS Consultants is working with firms across the country helping them identify and implement TCJA and CARES Act tax strategies for their clients. For more information, visit us at www.costsegs.com. For a free consultation on how our products and services can benefit you, please call Ashley Sullivan at 757.448.3988.

Contact Us:
Ashley Sullivan
757-448-3988

National Regulatory Services (NRS)

  Our Mission:
For over 30 years, NRS has maintained leadership in providing compliance and registration services to financial service firms. We utilize three synergistic product lines in technology, education and consulting to create customized compliance solutions and to ensure clients master compliance with greater confidence.

Our presence at this conference is just one of many ways we are looking to highlight our compliance solutions to help your firm address unique compliance challenges, even as rules and regulations change.

How we help advisors:
NRS understands the burden of keeping up to date with regulatory changes while focusing on your bottom line. To address ongoing compliance challenges, our software solution does the heavy lifting to assist in building and maintaining a strong compliance program in the midst of uncertainty.

NRS ComplianceGuardian™ offers a flexible, in-house and cost-effective tool to help you:
  • maintain your policies and procedures with ongoing quarterly updates,
  • stay up-to-date on the latest in Investment Adviser compliance through our news and research center,
  • comply with SEC Rule 204A-1 through our fully featured Code of Ethics module,
  • manage employee compliance through attestation assignments and completion tracking, and
  • streamline your required annual review process with assignments, documentation, findings and reporting.

What we want advisors to know about us:
Partnering with NRS ensures end-to-end, cost effective compliance coverage that bridges the gap between your business needs and regulatory requirements.

Make NRS ComplianceGuardian™ an affordable compliance software solution to free up your time to focus on what matters in your daily operations.

Spend less time and resources maintaining policies and procedures, and more time with your clients!

Looking to combine compliance software, services and training to take advantage of our full suite of compliance offerings? Consider the NRS Partner Program and receive access to an annual subscription to ComplianceGuardian™, a dedicated compliance consultant to help ensure that you build a culture of compliance and access to a wealth of educational resources. Learn more here.

Additional Resources:
Chat with NRS Representatives
View NRS ComplianceGuardian™ Lookbook
Sign up for a complimentary demo of NRS ComplianceGuardian™

Contact Us:
sales@nrs-inc.com
860-435-0200

 

SurePrep

  Our Mission:
It is our mission to build technology solutions that transform the tax return preparation industry and improve the lives of tax professionals and taxpayers.

How we help advisors:

SurePrep solutions automate and streamline the 1040 tax process for the taxpayer and tax professional.

What we want advisors to know about us:
SurePrep’s software solutions 1040SCAN, SPbinder and TaxCaddy allow tax professionals to increase productivity and profitability while promoting a completely digital 1040/1041 tax workflow.

Additional Resources:
SurePrep Brochure


Contact Us:
sales@sureprep.com
800-805-8582 ext. 3