Employee Navigator

IARFC Article: Member Focus on 1706 Advisors

Legacy and transition are important concepts to those in Financial Services and are integral to a successful succession plan. From the client’s perspective, it means continuity and longevity in the guidance they receive during their financial journey.

Article from International Association of Registered Financial Consultants publication, “the Register.” The story behind the name change according to the Kahans… Ben Franklin was born in 1706 and is known as the “father of American insurance.” We proudly continue this tradition of protecting people. Legacy and transition are important concepts to those in Financial Services and […]