Trusted

Professional Affiliates

As an industry leader, we know the value of strong relationships, which is why we carefully enlist the assistance of trained professionals to round out our advisor team based upon the needs of our customers.

Association of Advance Life Underwriters

The AALU’s mission is to promote, preserve and protect advanced life insurance planning for the benefit of our members, their clients, the industry and the general public.

National Association of Insurance and Financial Advisors

Founded in 1890 as The National Association of Life Underwriters, today NAIFA is one of the largest associations representing the interests of insurance professionals from every Congressional district in the United States. NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

National Association of Health Underwriters

NAHU members work to balance the desire for high-quality and comprehensive health coverage with the reality of rapidly escalating medical care costs and help promote access to affordable health insurance coverage.

The Estate Planning Council

Local Estate Planning Councils membership is made up of professional estate planners focused on establishing and monitoring the highest professional and educational standards and fostering awareness in the public and among professional advisor peers of the quality services rendered by professionals who meet these standards.

Lion Street

Lion Street connect high-net-worth individuals, family offices, business owners and corporate clients through strategic partnerships with powerful financial solutions. As one of the more than 140 owner-firms, we have access to an exclusive and elite network of financial advisors; which ultimately allows us to service our clients with more sophisticated financial solutions designed to assist in identifying and seizing wealth-building opportunities, manage risk, and realize true financial potential.

Society of Financial Services Professionals

The Society of Financial Service Professionals is one of the leading organizations which promote the educational growth of the financial services community, as well as, provide tools for professionals to maintain their professional skills, particularly in the changing environment that we live in. Through the Journal of Financial Service Professionals, it features groundbreaking articles and research in all areas of financial services.