Who We Are:
John Ryan, CFP®, and our team assist Fee-Only planners nationwide with every aspect of life, disability and long-term care insurance planning for their clients:
- Needs assessment
- Evaluating existing coverage
- Obtaining and analyzing insurance quotes
- Making recommendations
- Efficiently moving clients through the underwriting process
In making insurance product recommendations, over 100 companies’ products are considered. Additionally, a network of industry advisors is available to help solve more complicated planning issues.
We provide ongoing education for advisors through monthly web conferences.
We are a NAPFA Resource Partner and have been working with NAPFA members since 1983. We are the administrators of the NAPFA Group Long Term Disability Plan.