At Low Load Insurance Services, we strive to provide what some call ‘impossible service standards.’ From the helpful person manning our phones to the members of our New Business Team who leave no stone unturned, our goal is to find the right insurance solutions for every client. Our Advisor Services Team keeps up-to-date with the latest policy designs, underwriting niches, and emerging trends in wealth protection, giving us the ability to better identify the right product mix with the necessary safeguards for your clients. And we’re always looking for ways to streamline the process. With this level of dedication, nothing is impossible.

Twenty Over Ten helps financial advisors communicate their brand's remarkability by providing innovative, modern websites that meet the newest standards for web accessibility and design, while providing financial advisors the best opportunities to market themselves online.

Our tailored, mobile-ready websites are specifically built for financial advisors to help manage their online presence and navigate the compliance process. All of our websites are created with mobile devices in mind so online content will look great on every device, all the time. Behind every one of our sites is an intuitive platform where advisors can manage content 24/7, archive changes, review Google analytics, and post updates to social media, giving advisors complete control of their online identity.

  
Gold Sponsor

 
Silver Sponsor

BenefitGuard
877 E 1200 South #1272
Orem, UT 84097
877.860.2664
www.benefitguard.com

BenefitGuard is fixing the traditional 401(k) model by eliminating cost, risk, and work unlike anyone else. Our unique model provides unrivaled benefits to both financial advisors and their clients. BenefitGuard allows advisors to eliminate administrative minutiae and focus on client relationships. We can prepare and present proposals, manage setups, run enrollment meetings, and more. For clients, we typically reduce plan costs by 20%-50% through institutionally priced investments and administrative services. We appoint professionals to fill fiduciary roles to minimize risk and work for clients. In short, a BenefitGuard plan is less cost, less risk, and less work for everyone involved.

Bert Whitehead
c/o Cambridge Connection, Inc.  
40950 Woodward Ave
Suite 140
Bloomfield Hills, MI 48304
800.224.1040
www.bertwhitehead.com

Dimensional Fund Advisors
6300 Bee Cave Road, Building One
Austin, TX 78746
512.306.7400
us.dimensional.com

 Dimensional 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 manages strategies to help clients pursue higher expected returns and works closely with leading financial academics to identify new ideas that may benefit investors. Dimensional is headquartered in Austin, Texas, and maintains trading and client service offices in North America, Europe, and the Asia-Pacific region. As of June 30, 2015, Dimensional and its affiliates manage $406 billion for investors worldwide.

Fed Resource
10620 Treena St, Suite 230
San Diego, CA 92131
888.545.8840
www.fedresource.us

Fed Resource is committed to improving the lives of public employees by providing access to financial solutions. Our mission is to educate federal employees on the importance of understanding their current financial situation, establishing a solid foundation, and guiding them in the coordination of their benefits and goals to achieve financial security and freedom. We provide federal benefit and financial education to active and retired federal employees based on the government's Office of Personnel Management (OPM) financial literacy and education initiative. Through our network of trained financial professionals, we partner with federal agencies and associations to educate their employees and members on the importance of understanding the federal benefits and establishing solid financial plans for the future.

Law Office of Lori J. Neidel
910 E Broadway, Suite 209
Columbia, MO 65201
573.886.8923
www.neidellaw.com

The Law Office of Lori J. Neidel offers legal and compliance consulting services to the financial industry in the areas of regulatory matters and compliance. It serves individuals and firms seeking representation and counsel in registration filings, drafting advisory agreements and business succession planning documents, and representation in regulatory enforcement proceedings. Adviser Compliance Services offers independent Registered Investment Advisors outsourced chief compliance officer support. ACS serves advisors who want to outsource their compliance obligations in a cost-effective yet comprehensive manner.

Mackinac Savings Bank
5859 W. Atlantic Ave.
Delray Beach, FL 33409
800.829.9259
www.mackinacbank.com

Now marking our 40th anniversary, MAGA Ltd. is one of the nation’s oldest long term care (LTC) planning specialists. We focus on cutting-edge LTC planning solutions, including traditional and asset-based/life and annuity Long Term Care Insurance (LTCI) designed to protect retirement assets and provide quality choices of care.

As an ACP sponsor for over a decade, we will work with you every step of the way regarding plan design, underwriting criteria, and carrier selection. MAGA will also assist you with administrative services such as helping to file a claim. In addition, take advantage of our 2015 CFP board-accepted CE programs, and reserve an educational program for your firm. Ask us for our topic list.  

Licensed nationally, we work hard to make long term care planning easy. Put our award-winning team to work for you! Call Brian I. Gordon, Peter R. Florek, or Murray A. Gordon at 800.533.6242, or email info@magaltc.com. Visit us at MAGAltc.com. 

PIEtech, Inc.
1588 Oakbridge Terrace
Powhatan, VA 23139
804.744.5900
www.moneyguidepro.com

MoneyGuidePro is the financial planning software of choice for seven years running, according to Financial Planning’s RIA Survey. That’s because we make planning all about the client. Our collaborative online approach motivates clients to become involved and engaged, then invested. MGP's unique ability to make sophisticated, goal-based planning fast and easy yields a more profitable experience for clients and advisors. Because MGP is smart, easy-to-use and adaptable, you can now provide a profitable planning experience for every client. For all the powerful planning tools you’d expect, plus a Social Security maximizer, easy technology integration, and exclusive account aggregation, use MoneyGuidePro.

Portfolio Solutions
900 Wilshire Drive
Suite 200
Troy, MI 48084
800.448.3550
www.portfoliosolutions.com

Portfolio Solutions® is a low-fee investment management company that advises clients nationwide. We design, implement, and maintain dedicated portfolios using low-cost methods so you, your clients, and your organization keep more of what the global markets offer.

Portfolio Solutions® has been offering investors a low-cost, low-fee investment management solution since 1999, which has now grown to more than $1.4 billion* in client investment assets under management. Our long-standing and enduring commitment to indexing strategies has helped to establish our outstanding reputation.

Redtail Technology
11285 Pyrites Way
Suite B
Gold River, CA 95670
800.206.5030
www.corporate.redtailtechnology.com

Redtail offers CRM, imaging, email, and mobile solutions to help advisors meet their day-to-day business challenges. Designed specifically for advisors, Redtail provides the core technologies necessary to build a systematized and compliant practice. Redtail also offers integration with many of the most widely used industry applications, making advisors’ jobs easier.

Shareholder Service Group
9845 Erma Road, Suite 312
San Diego, CA 92131
800.380.7370
www.ssginstitutional.com

SSG was created to provide high-quality, dedicated services for independent registered investment advisors. We work exclusively with independent RIAs across the nation serving affluent clients. Our management team has a proven track record of building and managing brokerage and custodial platforms renowned for their customer service. We have developed a personal and flexible service model for advisors that custody their client assets with us. Our brokerage technology and custodial services are helping independent RIAs across the country to be more efficient, more productive and more successful.

Sunwest Trust, Inc.
PO Box 36371
Albuquerque, NM 87176
505.237.2225
www.sunwesttrust.com

Sunwest Trust is a New Mexico trust company that will act as Custodian for your clients’ IRA, allowing them to purchase anything that the IRS does not prohibit. In addition to acting as custodian for self-directed IRAs, Sunwest can act as a loan servicer for any private loan arrangement including owner financing, rental, and lease agreements. Sunwest is a proto-type individual 401k plan provider and can act a trustee for your clients individual 401k, or allow them act as their own trustee. Sunwest has been in business in Albuquerque for over 28 years and has a strong and dedicated staff.

tRx
8889 Rio San Diego Drive, Ste. 202
San Diego, CA 92108
619.294.4879
www.trxpert.com

Total Rebalance Expert provides an exclusive portfolio management and rebalancing solution utilizing the pyramid structure popular with ACP advisors. tRx positions clients to make more money by increasing gross and net returns by reducing taxes permanently through tRx's location optimization and short-term gain avoidance. Advisors can dramatically reduce clients’ tax bills instantly with tax loss harvesting and tRx's exclusive capital gain distribution avoidance function. And, it’s easy to demonstrate the tax savings to clients with custom benefit reports. Advisors can also provide comprehensive client financial reports, including performance, and handle fee billing through the portfolio management bundle. Add on the outsourcing services for a complete turnkey back-office solution!

Vanguard Annuity Advisor Services
455 Devon Park Dr
Wayne, PA 19087
866.226.2528
www.advisors.vanguard.com

For more than 20 years, Vanguard has provided annuity solutions for tax-deferred retirement savings and guaranteed income. We offer a range of variable, fixed, and income annuity options designed to help financial advisors create comprehensive retirement plans for their clients. 

Vanguard’s dedicated Annuity Advisor Services Team provides best-in-class service, unbiased guidance, and deep technical expertise. When you partner with our advisor team, you’ll enjoy having a single point of contact who can help you evaluate contracts, make product comparisons, and ensure a smooth transition if you decide to move a contract to Vanguard. We’ll also provide service support and answer your questions, allowing you more time to focus on your clients. 

Connect with our Annuity Advisor Services Team at annuity_advisor_services@vanguard.com or 866.226.2528.

Wells Fargo Home Mortgage provides services in all 50 states, featuring a full menu of traditional products as well as reverse mortgages, second homes, construction-to-permanent financing.