Affiliate Advisor Program

• LIFEPLAN™. It allows you to create an organizational binder, adding significant value to your clients' coordinated plan. It organizes the legal, tax, and financial planning into a form that they can easily understand and communicate with their family.
• Independent RIA. Wealth Management Resources, LLC will provide our Registered Investment Adviser (RIA) services to you. By registering with our RIA, you can provide fee-based services to your clients outside of the normal broker-dealer channel. This allows you more flexibility and input into the kinds of services and reports your clients will receive. It also allows the client some increased cost efficiency regarding the fees to their account.
• WMR Portfolios. If you are registered with our RIA, our asset allocation and investment selection process will be available for you to use with your clients. It will give you model portfolios designed to minimize risk and participate in market-based returns. Updates will be provided for fee-based accounts, level-load portfolios and annuities. Each portfolio will be updated on a quarterly basis.
• Marketing Support. Consultation will be provided to you with proven methods on attracting new clients, retaining current relationships and getting referrals to new clients.
• Insurance Resources. For those advisors that are also licensed insurance agents, the staff at WMR will be available to support your financial plan with information regarding life, health, long term care and disability insurance. We can provide some illustrations and also put you in contact with vendors who have specific products to fit your situation.

In addition, WMR will provide support in the following areas:

• Licensing
• Administrative Training
• Business Processing
• Marketing & Technical Support
• Vendor Support
• Compliance