Our retirement plan solutions specialists will guide you through the complexities of retirement plan design, implementation, and strategies. We can help you identify retirement plan opportunities inside your existing book of business and within your community, and work with you to develop these leads into new business relationships.
Streamline your business through a multitude of fee based strategies with guidance from our fee-based solutions professionals. If you are looking to find the right fit among our CAAP®1 strategists or the perfect third-party money manager, we provide an unbiased opinion regarding possible options for your clients and your practice business model.
Our specialists help you design insurance product solutions and bring you creative marketing ideas. We help you save time on case design, implementation, and operational assistance. We have strategic alliances with three MGA partners (Crump, Ash Brokerage, and Creative One) and a plethora of insurance carriers to design state‑of‑the‑art, advanced insurance product solutions and bring you creative marketing ideas.
Need help navigating the complicated world of alternative and traditional investments? Our investment solutions professionals can help you with competitive portfolio and statement reviews, as well as portfolio management and financial planning systems.
1CAAP® is a registered mark of Cambridge Investment Research, Inc. for its program for investment managers.
We have agreements with companies offering direct participation programs (DPPs), limited partnerships (LPs), real estate investment trusts (REITs), equipment leasing, 1031 exchanges, and managed futures.
Cambridge offers a robust list of companies that you may work with directly for variable annuity purchases. Given FINRA’s concern with investor protection regarding the sale of fixed index annuities (FIA), all FIA paperwork must go through Cambridge or your OSJ supervisor for principal review.
We provide no-nonsense advice on insurance industry trends, including legislative changes that impact your business, and help you make sense of the multitude of options available with access to a large variety of experienced MGA partners.
With Cambridge Retirement Plan Strategies (RPS), you can provide a simple yet savvy investment solution that allows participants to have an individually managed 401(k) account tailored with their personal goals and objectives in mind.
Fidelity Clearing & Custody Solutions (FCCS) and National Financial Services LLC (together “Fidelity”) are independent companies, unaffiliated with Cambridge Investment Research, Inc. (Cambridge). Fidelity is a service provider to Cambridge. There is no form of legal partnership, agency affiliation, or similar relationship between Cambridge and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Clearing & Custody Solutions is a registered service mark of FMR LLC. 786238.1.0
Our culture of true independence means you, the financial professional, control the journey. Your long-term success is defined by the value you deliver to your clients, and your enduring success is often driven by your business efforts being a clear reflection of your personal values.