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…
Year: 2016
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…