In order to help your client achieve their financial goals, you need access to a varied and deep investment solution platform. SFA's due diligence team has carefully vetted the platform, which includes alternative investments, insurance-based products, third-party asset management and more.
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.