What Is The Brain Trust?
Integrated Financial Group is a consortium of independent LPL financial planners who passionately support the idea that many minds are greater than one. The Brain Trust--the collective expertise of the Consortium's planners--exists to help advisors source customized, conflict-free retirement and investment strategies for their clients through relationships with like-minded peers across the country. Learn more about The Brain Trust at ... today.
Power of Affiliation
Use this video to help explain to clients and prospects about the power of your affiliation with LPL Financial.
The lack of an estate planning creates complexity, anxiety and potential chaos for those left behind. Show your clients that estate planning is really about the living – ensuring that the physical, financial and lifestyle needs of loved ones are protected when their no longer there to provide for them.
Health Care in Retirement
Despite the fact that health care will be one of the greatest expenses for Americans in retirement, most people have not adequately planned for this expense. Share this video to encourage pre-retirees and retirees to take steps now that can lead to more positive outcomes.
An increasing number of Americans between the ages of 45 and 65 find themselves struggling to cope with the conflicting demands of caring for aging parents while helping children pay for college or launch their careers. This video discusses steps your clients can take now to feel more in control of their lives and their future.
Use this video to highlight how a well-prepared and comprehensive financial plan can help your clients gain control of their financial future.
How confident are your clients and prospects in their ability to retire when and how they want? This video highlights how working with a financial advisor can help bring the pieces of the retirement puzzle into place.
Retirement Income Planning
Show how retirement income planning coupled with a proactive approach to asset management can help retired clients and prospects better preserve and protect the wealth they have built.