IFI Intro Video

Welcome to our introduction to the IFI process.  During this short video we will focus on how to differentiate yourself from the competition and how the IFI process will enable you to change the focus of you and your clients financial conversations.

After reviewing this video you will begin to understand how our process in unique from the traditional product based or systems based approach that is the mainstay of the industry.   To see an in depth view of two of our many conversations we will offer to you as a member of the IFI network, we encourage you to review the Cash Flow conversation and the Average return conversation. 

We are confident that once you have reviewed these conversations you will begin to realize how by becoming a member of the IFI Network, we will enable you as an advisor or insurance professional to separate yourself from the crowd.  Ultimately creating unlimited cross-selling opportunities and driving revenue to your practice.