Carey
GBNo written review No written review. The questions being asked seemed to me to be from prospective clients rather than agents. When I looked at the road map I think I would have appreciated the program more if I had prospective clients watch the presentation than just me as a prospective agent. Otherwise, I enjoyed the presentation. Carey "Mac" Hanna Aiken, SC
Byron Hazley
GBThe Institute for Financial Wellness provided the strategy I was lacking...solid strategies My retirement funds had all been saved and basically sitting there. The IFW helped me plan further and strategize by moving and solidly allocate for the immediate, near and distant future of my life and family's. Can't thank you enough!!!
Karen Robinson
GBGaining financial peace of mind I was introduced to IFW via their retirement webinar and investigated further after that excellent production. Then when I worked with one of their agents, I felt very well taken care of even though I approached annuities with trepidation. I felt heard, respected, and was not pushed in any way. I know I am in good hands with the very knowledge and kind members of the IFW team. Thank you.
Manny Martinez
GBBest Retirement Planning Software This is the best program for helping clients with retirement planning. The resources available for advisors are second to none. Highly recommended.
Dmitry Steinsapir
GBYou can find out how ready you are for… You can find out how ready you are for retirement fast. Other retirement tools are hard to use and don’t have new ideas like a volatility buffer. I like the IFW method, which is smart and clear.