BRONZE SPONSOR
At Integrated Insurance Consulting, we partner with advisors to help serve their client protection needs. We offer support with basic insurance, business, and estate planning. What makes us different is our experience, knowledge and compassion! The IIC Team has over 75 years combined experience in the insurance and financial services industry. We offer outstanding education, service and support in the insurance arena for advisors and their clientele. One of our most valued services for fee only advisors is our ability to audit an existing or proposed insurance situation for your client. IIC can help you every step of the way.
Our local team is strategically partnered with a national insurance organization, to help us support you and your clients. Services range from in-house underwriters to product specialists in life insurance, long-term care, disability and fixed annuities.
BRONZE SPONSOR
JVM is a privately held, vertically integrated real estate investment and property management firm specializing in multifamily housing since 1975. JVM has launched 10 real estate funds over the last 10 years amassing a portfolio of multifamily assets throughout the Midwestern United States. Over the years, JVM has earned the trust of investors looking to diversify their portfolio with real estate that is not correlated to the market. Headquartered in Oak Brook IL, JVM capitalizes on its entrepreneurial spirit and use of industry leading technology when managing its assets and benefits from a “fully invested” senior management team.
BRONZE SPONSOR
MDP Consultants is a boutique insurance brokerage specializing in serving the needs of fee-only and fee based financial advisors. MDP Consultants goes beyond quotes with a better way to do risk management.
GOLD SPONSOR
Marketfield Fund seeks long-term growth of capital above that of the broad equity market over a full market cycle, with volatility that is generally lower than that of the broad equity market. Correlation between the Fund and the broad equity market may vary considerably over a full market cycle.
Marketfield Fund is managed by Marketfield Asset Management LLC and distributed by Quasar Distributors, LLC. Marketfield Fund is represented by Sincere & Co. to independent Registered Investment Advisors.
BRONZE SPONSOR
AdvisorTermQuotes.com - Get quotes from the industry’s top insurance carriers. Universal Life quotes also available.
Veralytic Reports - Determines the reliability of cash value life insurance projection based on past performance. Similar to a Morningstar report only for life insurance analysis.
Understanding LTC - Clients can review a tutorial before making an insurance purchase. Helpful calculators included.
Disability Income Calculator - Creates instant “ballpark” disability income quotes advisors can use to give clients a sense of likely costs of a privately owned policy.