Innovation Partners

Broker Dealer Options

• Perfect for agents with a FINRA 6 & 63 registration
• NO requirement for agents to funnel their Fixed Indexed Annuities or Fixed Life through the Broker Dealer
• CAN dual appoint with Brookstone (RIA) for Series 65 or 66 for IAR Business
• Liberal Minimum GDC Sales Requirements
• No On-Site Compliance Meetings
• LOW E&O Fee – $1250 Annual (with periodic payment options)
• LOW Technology Fees
• Total Annual Fees less than $2,300

 

Investment Solutions

• Equities, fixed income, ETF, mutual funds, options, etc.
• Variable and fixed insurance solutions including variable annuities with highest daily and 10% roll up guarantees
• Managed accounts and model portfolios with Lifetime Minimum Guaranteed Income
• High net worth insurance wraps for managed accounts, model portfolios, alternative investments, and other asset classes
• Alternative investments, including hedge funds, managed futures, private equity, REITs, LPs and more
• Asset protection trusts, charitable giving and more

 

Private Placement and Registered Variable Insurance Products

• Pricing and design of private placement and registered variable insurance products
• Development and implementation of private placement and products
• Implementation of insurance support staff
• Customized funds for high net worth clients
• Expert in investment trust and investment trust related issues

 

Retirement Income Solutions

Cash Balance Retirement Plans (CBRP)

For advisers and their clients who are exploring avenues to increase their retirement savings while minimizing their current tax liability, the Innovation Partners Consulting Cash Balance Retirement Plan (CBRP) is a unique solution. The CBRP features a number of benefits for clients, including:

• Potential for increased business tax deductions up to $200,000.00 annually
• Flexibility to weigh benefits in favor of owner(s) and/or key employees
• Significantly larger accumulation opportunity than a 401(k) plan up to $200,000.00
• Potential creditor protection of assets in the event of a lawsuit
• Ability to roll assets into an IRA or another qualified plan, upon retirement or termination

Pension Plan Buyout Strategies

For pension plans evaluating methods to exit their defined benefit plans, Innovation Partners, LLC has a unique solution that can absorb the liability from the pension plan and provide a lifetime guaranteed retirement income to the plan participants.

Other Retirement Income Solutions

Our firm offers and prices a wide array of retirement income solutions such as 401k plans, IRAs, SEP IRAs, and ROTH IRAs that can be customized to the adviser’s client

 

For further questions or to seek a registration application contact Randy Pierson