Due Diligence

In order to help your clients achieve their financial goals, you need access to a product platform that is varied and deep. At SFA, you will find an extensive array of non-proprietary products, including investment and insurance-based products, third-party asset management, variable insurance products and alternative investments, each carefully vetted by SFA’s due diligence team.

You need options and choice in order to offer your clients a comprehensive planning approach to help protect, preserve, accumulate, and transfer wealth throughout their entire financial lives.

Want to suggest an investment option not currently on our platform? We are open to considering and reviewing additional programs because, if they are of interest to you, they may also be of interest to the rest of the SFA community.