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Clients of financial advisors put off creating an estate plan for a lot of reasons, but almost all of them find the idea overwhelming and intimidating. And even worse, many advisors feel that way too. We support you, the trusted financial advisor, by delivering an estate planning experience that makes it easy and fast for you to create comprehensive estate plans for each client you serve. And it`s all done under your brand; we`ll never compete for your client`s attention. Partnering with EncorEstate Plans puts industry-leading technology, backed by real humans who review every plan created, to give you full confidence before you present. Equip yourself with the highest quality estate planning experience available to advisors today, and keep yourself involved at the center of every financial conversation.
Global Reach is a leading foreign exchange specialist, providing international payments, risk management and strategic hedging solutions to a wide range of corporate and institutional clients, alongside managing overseas transfers for individual customers. Founded in 2001, Global Reach has grown to employ almost 200 people globally. In 2016, Inflexion Private Equity invested in Global Reach, to support the Group`s ambitious growth strategy. A combination of talented people, innovative technology and a global footprint enables the Group to transact almost £6bn annually and continues to cement its position as an industry leader.
Kingsway America is one of the leading providers in Financial Services. It is based in Las Vegas, NV. To find more information about Kingsway America, please visit www.kingswayamerica.com
Quincy Credit Union is a Quincy, MA-based company in the Financial Services sector.
Sbs Consulting Inc is a Newtonville, MA-based company in the Financial Services sector.