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Manufacturing Partners
At Founders, we are fortunate to have honed strategic relationships over many years with a variety of insurance, securities, and technology partners.
When adding new manufacturing partners to our financial services vendor partner list, we look for the following criteria:
- Financial stability
- Solid product portfolio
- Ability to negotiate directly with Home Offices
- Excellent compensation/bonus package
- Ability to work with Producer Groups
Insurance and Risk Management Partners
Objectivity and suitability form the cornerstone of every financial plan, which in virtually every instance includes insurance products and investments. Founders works as your clients' advocate with select core, strategic, and brokerage partners to ensure an appropriate product match. We perform analysis, underwriting, and strategic placement to meet every clients' risk management needs.
Our core insurance and risk management partners include:
- Founders Financial Insurance Network
- Protective Life Insurance Company
- John Hancock
Founders Financial Securities, LLC, Member FINRA, SIPC Partners
Pershing
Pershing is the source for a diverse array of securities trading, clearing, information management and financial products and services which help investment professionals compete successfully in the marketplace.
Technology Partners
Advisor Mail provides a compliance approved e-mail system for you to communicate with your clients.
Investigo provides a unique combination of financial management, marketing, and productivity tools combined together within a front office, web based Client Relationship Management (CRM) platform.
NetExchange Pro is a powerful Pershing technology to help the advisor manage their brokerage business.
Laser App is an easy to use, interactive form system for the independent financial advisor. LaserApp uses your broker, rep, and client data to assist you in filling out the tedious and redundant fields in securities, annuity, clearing firm, and broker/dealer forms.
Morningstar Advisor Workstation is a Web-based solution for financial advisors, which brings together the best capabilities in investment research, client communications, and portfolio management.
Forefield Advisor is a web-based sales, education, and client communication tool that enables financial advisors to deliver current, concise, and compliant advice to clients.
RegEd has consistently been the industry's leading provider of Firm Element and Insurance continuing ed training for broker/dealers nationwide.
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