PLEASE SEE BELOW FOR SOME OF THE DIFFERENTIATORS THAT HAVE ALLOWED US TO
ATTRACT, GROW AND RETAIN OUR TEAM OF EXPERIENCED PROFESSIONALS.
We have access to the following:
Advanced Sales Team - Direct access to the team for case consultation and point-of-sale support, Case design and presentation, Consultation with strategic advisors - CPAs and Attorneys, 180 years of combined experience.
Accelerated EZ Underwriting - Cut your underwriting processing times and increase your conversion and placement ratios with accelerated underwriting available for all life products.
Diamond Club* – Exclusive membership perks including priority underwriting and concierge home office support.
CPA Advantage Program – Has helped Financial Professionals cultivate relationships with accounting professionals to grow their business for more than three decades.
CPA Symposium – Annual Event provides an innovative approach to helping Financial Professionals
Braintree
25 Braintree Hill Office Park
Suite 403
Braintree, MA 02184
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083. TC123783(1021)P
Foundations' Form ADV Part 2A&Form CRS
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