We support Advisors, whether they be beginners, occasionalists, generalists or specialists, who want to work within this expansive multifaceted market to help grow their practices and build multidisciplinary and diversified revenue streams.

What We Do

IFP’s Business Solutions offers access to an integrated platform of partners, products and services built to deliver comprehensive and holistic solutions to employers, key employees, retirement plan sponsors and their participants.

Employer Sponsored Retirement Plans

IFP has a long history of supporting retirement plan advisors through our CEFEX certified service model.

Nonqualified Plan Benefits

IFP is uniquely qualified to help Advisors incorporate nonqualified plan consulting into their practices.

Business Owner Exit and Succession Planning

IFP stands ready to support those who want to be a trusted advisor to these transitioning business owners.

Financial Wellness Worksite Solution

We offer access to an autonomous and ubiquitous planning platform that can span a lifetime of career changes, personal and family evolutions and even potential geographic relocations.

ERISA 3(38) Investment Management

Working in tandem with IFP Asset Management, IFP Business Solutions is equipped to assist our advisors in providing 3(38) services to qualified plans and customized asset management for high-balance participants, whether it’s their core plan balance or self-directed brokerage account.

Risk Mitigation

Partnering with the IFP Insurance Group, IFP Business Solutions helps advisors provide holistic business planning and executive benefits consulting to business owner clients.

Network of Resources

IFP Business Solutions curates a constantly growing bank of experts and network of strategic alliances, which our advisors are free to leverage whenever needed.

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Business Solutions Support

IFP Business Solutions is comprised of multi-disciplinary specialists aiming to improve the planning experience for advisors, sponsors, and participants.

Jeff Acheson

Chief Business Development Officer

Jody Henley

Associate, Executive Assistant