Sponsors

Asset Dedication partners with planning-centric advisors by freeing them from the burden of investment management and back-office administration. Our investment strategy refines and expands the ACP model, utilizing dedicated portfolio theory by linking each client’s portfolios to their lifetime financial plan via our unique Critical Path System. The equity portion is time-targeted to maximize the minimum growth based on the minimax principle, and the fixed income portion is built to minimize its cost. We also provide a full range of back-office services to reduce or eliminate operational headaches such as trading, automated tax loss harvesting, etc. Our goal is to help advisors scale their business and free up more time for servicing clients—and living their own lives—and less time dealing with technical and tedious tasks. ACP advisors qualify for a special discount. For more details, contact info@assetdedication.com or visit our website.

LLiS provides fee-only financial planners and their clients with comprehensive insurance consulting and support services. We're a team of experts in the insurance process – from planning to ongoing service to policy reviews – for term, long term care, disability, annuities, hybrids, and low load fixed and variable life products from highly-rated companies. We find the right insurance solution based on a client’s needs and their financial planner’s recommendations. Since introducing ALLiS, a robust advisor and client relationship management system, LLIS continues to be a trusted resource and the advisor’s insurance advisor®.

Longbridge Financial, LLC is a leading national reverse mortgage lender and servicer committed to providing financial advisors with the education and support needed to responsibly utilize home equity in retirement planning. The financial solutions Longbridge offers can help clients by providing options to improve flexibility, tax efficiency, and cash flow—while preserving other portfolio assets. Longbridge is a resource for advisors and their clients across the country, working with reputable firms that share our commitment to the highest ethical, regulatory, and customer service standards.

For more information, please call us today at 855-246-1765 or contact advisors@longbridge-financial.com to join our Advisor Network. We will help you take advantage of the many benefits this exclusive membership offers, including special discounts for your clients and educational opportunities for you.

MAGA Ltd. / Murray A. Gordon & Assoc.
2801 Lakeside Drive, 3rd Floor
Bannockburn, IL 60015
800.533.6242
www.magaltc.com

Our mission at Murray A. Gordon & Assoc. (MAGA Ltd.) for 45 years has been to work hard to make Long Term Care planning easy. MAGA’s 3 principals provide over 100 years of LTCI expertise, offering a range of thoughtful, cutting-edge LTC planning solutions, including Stand-Alone and Hybrid/Asset-Based Life plans. Our experienced team provides attentive customer service, including policy reviews and hands-on claim support. Our clients have collected tens of millions of dollars in LTCI benefits! We are also committed to LTCI education and offer CFP®-Approved CE programs. MAGA is the nation’s most experienced LTC planning specialist and a long-time ACP sponsor. Licensed nationally. Put our expertise to work for you: call Brian Gordon, Peter Florek, or Murray Gordon at 800-533-6242 or email info@magaltc.com.

Avantis Investors was created in 2019 as a fully integrated unit of American Century Investments to deliver value added investment solutions based on financial science. Avantis is led by Chief Investment Officer Eduardo Repetto and Chief Operating Officer Patrick Keating, both former executives of Dimensional Fund Advisors, and our team has decades of experience delivering repeatable and effective systematic investment strategies across asset classes and through different market environments.

Our approach is based on an academic framework supported by company valuations. We systematically assess differences in expected returns among companies using market prices and other company financial information. Our framework is supported by theoretical models and corroborated by historical data. We believe that an integrated view of company valuations along with an approach that tackles anomalies that detract from returns helps provide sound portfolios with a common-sense underpinning, leading to strategies that combine the benefits of indexing with the potential for outperformance.

Through American Century Investments' unique ownership structure, 40% of profits in the form of dividends are directed to The Stowers Institute for Medical Research. Since 2000, payments have totaled $1.6 billion. This means investments with Avantis Investors help support research that can improve human health and save lives.

The Brandt Team at Northpointe Bank strives to bring value to our clients by offering client-dedicated loan products and outstanding service.   

We specialize in working with self-employed borrowers and retirees. The Brandt Team takes a comprehensive approach to financing, first gathering all the pieces of a buyer’s financial puzzle and then figuring out the best way to put the puzzle together. We are able to review traditional income sources like W2s and tax returns as well as alternative options for determining cash flow such as assets and bank statements.

Our background in accounting and business often makes us the right fit for a borrower with complex financial circumstances, from high net worth clients to first-time homebuyers.

As senior loan officers for Northpointe Bank, in addition to offering Conventional, FHA, VA, and Jumbo loans in all 50 states and US territories, we are able to leverage the bank’s balance sheet to provide many custom loan products, including but not limited to: Doctor and Professional Loans, Neighborhood Hero Programs, Construction to Perm Loans, Equity Lines of Credit, Bank Statement Loans, 2nd Mortgages/Piggyback 2nds, and Equity Builder.

Some work 9 to 5, we work Start to Finish. For more information call 954-476-8223, email us at brandtteam@northpointe.com, or go to www.BrandtHomeFinance.com.

Hubly is a workflow tool for financial advisors to ensure that nothing falls through the cracks. Our intuitive workflow solution helps you track the processes that let you serve more clients and increase your firm’s efficiency—so you never drop the ball again. Learn more at https://www.myhubly.com/.

The AICPA’s Personal Financial Planning Section is the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, retirement, estate, risk management, and investment planning advice to individuals, families, and business owners. 

The Personal Financial Specialist credential distinguishes holders as having demonstrated that they have the subject matter expertise and experience necessary to deliver the highest-quality services in personal financial planning, in addition to the CPA's traditional hallmarks of uncompromising objectivity and integrity and adherence to the AICPA's Code of Professional Conduct.

Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies. As of June 30, 2020, Dimensional and its affiliates manage $514 billion in USD for investors worldwide.

Shareholders Service Group (SSG) provides custodial services exclusively for independent registered investment advisors (RIAs). SSG is dedicated to helping RIAs succeed in working with their clients by providing the best overall platform of investment solutions, service and technology. SSG was the highest-rated custodial platform in the 2020 T3/Inside Information Advisor Software Survey. Employees of SSG have an average of over 19 years of experience in serving the needs of independent RIAs. This experience allows SSG to deliver the “SSG Same-Day Promise” which means that service requests received by noon receive same-day attention. The company was founded in 2002 and currently serves approximately 1,600 independent RIAs. Learn more at: ssginstitutional.com.