With 45 years of innovation, we choose to share the benefits of our efficiencies, via low affiliation fees, to directly improve your bottom line.
High Caliber ServiceWe are a quality service-minded organization at every level. As a result, we enjoy a strong synergy with our advisors:
- Advisor to Home Office support ratio close to 3:1
- Many of our staff enjoy a tenure of 15+ years
- Average top producer tenure is 22 years
Through our open architecture platform, you choose the direction in which your business will grow (fees, commissions or both; your RIA or ours).
We are committed to helping you earn more, year after year!
Create a lifetime of financial security for you and your family with our built-in retirement, disability and death benefit program.