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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.

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

  

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.

  

Gold Sponsor

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

  

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

  


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

  

Silver Sponsor

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

  

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