We support financial professionals, 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 professionals through our CEFEX certified service model.
Nonqualified Plan Benefits
IFP is uniquely qualified to help financial professionals 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 financial professionals 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 financial professionals 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.
Partnering with the IFP Insurance Group, IFP Business Solutions helps financial professionals 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 financial professionals are free to leverage whenever needed.
Start Your Path Towards a Brighter Future With a New Type of Broker-Dealer
Business Solutions Support
IFP Business Solutions is comprised of multi-disciplinary specialists aiming to improve the planning experience for financial professionals, sponsors, and participants.
Chief Business Development Officer
Associate, Executive Assistant
Elle Moser, CPFA
Tyler Acheson, CPFA