Sunday, March 24

Yearly Archives: 2016

Update Ethics Approved Program…. The International Association of Registered Financial Consultants (IARFC) has recently approved over 350 members in the past three months in their new “Ethics Approved” program. This program is an effort towards increased transparency regarding the member’s professional background and their adherence to a Code of Ethics. The IARFC Team is reviewing all membership renewals submitted to the Association and rewarding members for their long-term commitment to the IARFC Code of Ethics. They are checking FINRA records, state licensing records and even conducting an internet search of each member’s name. Reviewed history includes personal or business bankruptcies,…

The International Association of Registered Financial Consultants (IARFC) reports a record number of nominations received for the annual Loren Dunton Memorial Award. This tribute is to “honor a person who has made a substantial contribution to the financial services profession and/or the financial interest of the public.” “We are very pleased with the number of nominations this year,” related Dunton Committee Chair H. Stephen Bailey, RFC®. “These people represent the brightest and most successful consultants in our profession – it is a very difficult decision.” With nominations closed as of November 30th, the list of distinguished financial consultants reads: Erin…

The IARFC is seeking nominations to fill four Board positions for 2017. The IARFC Board is considered “The Face” of the Association to its members, other financial professionals and the general public. The term of service for a Board Director is defined as three years with a two term limit. Each Director is expected to contribute actively to the operation and growth of the Association and shall participate in committees and programs that promote the Mission of the Association. Only IARFC members who possess and RFC® or RFA® designation and are in good standing may serve on the Board of…

Are You Ethically Approved? While we, as financial professionals may overlook the simplicity of the question – it is not our perspective that counts. It is what your prospects and Add Media your clients want to know most. To reassure these stakeholders, we developed a conscientious program that backs your RFC® designation with a clean history and record. Starting in September, we began scrutinizing member renewals and awarding our Ethical Seal of Approval to those meeting our criteria. How is this endorsement helpful to you as an RFC®? It is one more arrow in your quiver as you target your…

An easy-to-understand visual to hand out to your clients! The IARFC has a new trifold brochure Explaining the Financial Planning Process that clarifies expectations and sets a roadmap to financial success.  It is directed to the consumer, written in an easy-to-understand, organized manner. The brochure defines: Reason to use a process Benefits Steps to follow Financial areas The information is adaptable to any practice.  It is generic, yet specific enough to guide the consumer through the essence of Financial Planning. You can order the IARFC Brochure #SG107 at www.iarfc.org/store.

The Loren Dunton Memorial Award was established by the IARFC in 2000 and is awarded to the person who has made substantial contribution to the financial services profession and who embodies Loren’s mission to “help persons wisely save, spend, invest, insure and plan for the future.” Generally regarded as the “Father of Financial Planning”, Loren Dunton organized financial professionals in the late sixties and with their help created the financial planning movement including the formation of associations, magazines, colleges, university programs and foundations. He was able to use his experiences to frankly explain what all financial advisors now recognize – that…

The Fall 2016 Issue of the Journal of Personal Finance is available. Members can access the full online version by logging into their membership account or by joining the IARFC (a great member benefit).  Hard and PDF copies are available to members and non members alike at the IARFC store. In this Fall 2016 issue: Evaluating Financial Planning Strategies and Quantifying Their Economic Impact Marriage and Taxes:  Who Pays? Competing Risks:  Death and Ruin College Student Attitudes toward Retirement Planning:  The Case of Mexico and the United States Making Your Money Work:  Tax Refunds to Debt Reduction IARFC National Financial…

The IARFC announces a partner program with The Standard Insurance Company and Michael Insurance Planning Company to offer Life, AD&D and LTD for members and their families. Eligibility is based on current membership with the IARFC. Effective immediately, key benefits include: highly affordable premiums with core coverage; guaranteed issue/no medical or financial underwriting; competitive premiums designed for consultants; travel benefits and employee assistance programs. For new members, these plans are available up to 30 days after joining the Association with no medical form required – guaranteed issue up to $250,000. For current members and those who go past the 30…

International events from this past August showcased the 11th Annual Worldwide Chinese Life Insurance Congress hosted by the Insurance Marketing Group International in Macau. This is a Congress for Chinese Speaking life insurance and financial services professionals, elite agents, agency managers, and corporate executives. The delegation was over 7500 strong, which included 300+ Chairmen, CEOs, senior executives from 17 countries and over 200 insurance and financial services institutions. About 5% of the delegates were RFC®s. During the conference, Ed Morrow, IARFC CEO was recognized by receiving the 2016 Lifetime Achievement Award. This annual award is given to a role model…

The International Association of Registered Financial Consultants (IARFC) has initiated the Ethics Approved Renewal Program designed to promote adherence to the Association’s Code of Ethics. This program scrutinizes the practice history of each member and will award recognition to those who serve the public’s interest when dealing with their financial future. Effective Immediately The IARFC Team will be reviewing all membership renewals submitted to the Association and rewarding members for their long-term commitment to the IARFC Code of Ethics. They will be checking: FINRA records, State licensing records  conducting an Internet search of each member’s name. Clean Record Members will need…

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