Investment Professionals
Investment Advisor and Broker/Dealer
- Our commitment is to provide a relationship that aligns Faith, Family, Finances, and allows you the Freedom to be an Independent Financial Advisor.
- Our commitment is to provide a Kingdom Wealth Management Firm that empowers and enables you to grow your practice while having a positive cultural influence on your staff, your family and your clients.
- Our commitment is to continue to bring innovative financial strategies, competitive products, and new advancements in technology all to support your independent practice.
Insurance
Objective Solutions
- Tailored to the personal needs and goals of your individual clients.
- Featuring multiple carriers and innovative products—Whole Life, Equity Indexed Universal Life, Term Life, Fixed Indexed Annuities, Long Term Care (traditional or asset-based solutions) and Disability Insurance.
Solid Support
- Sales & Marketing team assisting with Product Knowledge, Illustrations, Forms, Software, Underwriting, Case Design, Advanced Sales Concepts, and On-line Term Life and Annuity Quote Engines.
- Back Office team assisting with On-line Carrier/Agent Licensing, New Business, and Status of Pending Business.
Authentic Partnership
- Partner with a firm that embraces Traditional Values and recognizes that Integrity and Respect form the Cornerstone of a sound, long-term business and professional relationship.
- Enjoy the benefits of a highly competitive Compensation Plan, to include Profit-Sharing incentives and opportunities to generate multiple streams of income.
Wealth Management
Wrap Strategists Programs
Draw on the knowledge of leading professional managers which represents a variety of programs, including mutual fund and ETF portfolios. With over 22 wrap strategists, advisors have the option to choose the one that best meets their client’s needs.
Separate Account Programs
Affluent investors can place assets in discretionary accounts managed by an ever-expanding list of more than 230 well-known money managers representing more than 760 investment strategies.
Model Management Program
Allows advisors the flexibility to build and manage their own models, while still being able to offer the built-in proposal generator, trading tools, alert system, and reporting functions.
Unified Managed Accounts
Access to separate account models, mutual funds, and exchange-traded funds (ETFs) — all held within a single brokerage account. This offering includes:
A packaged, multi-manager account from Envestnet Asset Management, representing a range of money management capabilities.
A flexible, advisor-directed program, which allows brokers and advisors to select from identified portfolios, or modify the program by adding additional investment sleeves, choosing from a selection of mutual funds, ETFs, and separate accounts.