Professionals requirements, all Financial Professionals must:

• Complete IFW’s Retirement Roadmap Training & Certification (software & six-step sales process)
• Hold required state licenses and designations for services they provide.
• Hold an active Life/Health/Variable Annuity License.
• Maintain state-regulated continuing education requirements.
• Maintain complete client confidentiality at all times.
• Abide by the IFW planning philosophy & code of conduct.

Personal requirements, all Financial Professionals must:

• Possess a basic understanding of the unique professional life and economic trends for the people we serve.
• Have respect and ideally, an appreciation for every person’s unique situation and goals.
• Be genuinely interested in helping to serve IFW’s mission.
• All Financial Professionals are independent contractors, not IFW employees.