Network Affiliates

• Contact Name: Patrick J. Burns, Jr.
• Phone: (310) 275-7300

Advanced Regulatory Compliance, Inc. is a leading compliance services firm dedicated to assisting investment advisors with their compliance needs.

• Contact Name: Amy Fenton
• ACA Marketing Assistant
• Phone: (888) 834-6333 / Ext. 701

The Alliance of Cambridge Advisors is home to fee-only financial advisors profitably delivering holistic financial planning that is always in their client's best interest. The Cambridge System™ of financial planning has been used successfully for over 30 years with thousands of clients from all income and net worth levels. Whether financial planning is your second (or third) career or you are dissatisfied with the growth and direction of your current practice, ACA can provide you with the framework, tools, education, and community support to make a comfortable transition to the practice you've always wanted.

• Contact Name: Jon Mendelsohn
• Phone: (800) 384-8080

Ashar Group LLC is an independent, unbiased and comprehensive solution specialist in the Life Settlement market. We provide a non-binding valuation of life insurance policies for estate and business planning clients.

We can be your conduit to all areas of the secondary market, providing a transparent and fully disclosed process. We negotiate the best offer available in the market. Ashar Group is fully licensed and provides E&O professional liability coverage.

Contact us today! Don't settle for less...Get the most out of l.i.f.e.

• Contact Name: Edward A. Tafaro (Ted)
• Phone: (201) 512-0110
• Email: ted.tafaro@exceptionalriskadvisors.com

Exceptional Risk Advisors, LLC is a private risk management resource that partners with trusted advisors in providing expertise to effectively manage complex personal and liability risk for the affluent client. Exceptional Risk Advisors brings an interesting dynamic to this area of P & C risk management, providing a thorough risk management review without conflict. This is a one-of-a-kind concierge service.

• Contact Name: David E. Palascak
• Phone: (412) 741-8162
• Email: dave@fi360.com

fi360 is the marketing brand for three related organizations focused on fiduciary responsibility; the Foundation for Fiduciary Studies which is developing the practices that define a prudent process for investment fiduciaries, the Center for Fiduciary Studies which provides training programs on fiduciary responsibility, and Fiduciary Analytics which provides web-based tools to help the investment professional effectively manage the investment process.

• Contact Name: Jack Desemar
• Phone: (225) 769-9009 / Ext. 51
• Fax: (225) 769-9889
• Email: jdesemar@fsadvisors.com

Future System is a new paradigm of wealth management and insurance planning strategies that combines a new patented actuarial model for life insurance with a corresponding copyrighted planning process. The FutureSystem™ Planning Process is a high-level wealth management overlay platform that bridges financial, insurance, estate and "life" planning. Its methodology has unique perspectives and rule sets. The FutureSystem™ Life Model protects the advisor and the client, while changing the clients' perceptions of life insurance from a begrudging purchase to a valued component of wealth management planning. Both the FutureSystem™ Planning Process and the The FutureSystem™ Life Model provide full disclosure, transparency, and a fiduciary compliant process. Visit their website to view videos of this unique offering.

Bob Veres provides cutting edge industry insight with his monthly newsletter and weekly e-messages.

2,000 highly successful professionals subscribe to this service to keep abreast of new ideas, trends and innovations. This is a must if you want to stay ahead of the curve.

• Contact Name: Julie Nayeri
• Phone: (925) 543-0514
• Fax: (925) 543-0501

Whether the need is comprehensive wealth preservation, retirement planning or a combination, InsMark's "Wealthy and Wise" is the industry's preeminent planning software due to its comparative logic. By changing the focus from taxes and the cost of life insurance, "Wealthy and Wise" helps producers become more effective in the wealth transfer and retirement planning markets.

Cost for members of Fee Advisors Network: $1,299 licensing fee (reflects a $200 discount), $49.95 monthly fee

Click here for more details at the InsMark Product Center

Click here to view PDF of "Wealthy and Wise" features.

• Contact Name: Jamie Burns
• Phone: (800) 832-8000
• Email: jmburns@pfsins.com

Pro Financial Services, Inc. has been underwriting disability insurance as it relates to professionals in all occupations for the past two decades. They offer specific own occupation disability coverage for almost every occupation that exists including surgeons, white-collar professionals, entertainers, and even astronauts. They underwrite billions in disability insurance risk on an annual basis and can offer individual disability benefit amounts up to and over $25,000,000 on a single person.

• Contact Name: Dana Nevins
• Phone: (619) 282-0424
• Email: info@webdesignsolutions.com

Our San Diego based company Web Design Solutions, Inc. was formed in 1998 in order to help small business transition effectively to eBusiness. We keep a staff of highly trained Internet Professionals at our San Diego office who are in touch with where the Internet is today, not what it was a few years ago. The most important ingredient in maintaining our high level of customer satisfaction is the customer support we offer after the sale. All of our web services come with fanatical support providing you security in knowing we will be with you for many years to come.