Broker Check

Preferred Partner Value Proposition

Independent and objective advice – BACK9 Retirement Solutions is owned and operated by its principals, who along with staff maintain CFP, CLU, MBA and LTC Specialist designations and maintain over 40 years of collective planning expertise. Our sole objective is to provide independent, objective advice and product selection, which is in the client’s best interest.

Client focused advisory process - BACK9 believes every client’s situation is different. We take the time to complete a comprehensive fact finding process in order to learn as much as possible about our client’s current situation and their goals and objectives. We utilize industry leading software to develop financial projections and analysis. We employ the same process weather we are helping our clients with a comprehensive financial plan or are focusing on one specific discipline, such as retirement income planning.

Open architecture approach to product selection – All products and carriers are incorporated into client plans without restriction. BACK9 maintains no ties to any specific investment companies or insurance carriers, nor do we have production requirements. Product offerings change over time and it is our job to continuously monitor and evaluate the appropriate solutions available in the marketplace which fit with a client’s long term goals and objectives.

On-site Training: BACK9 will provide on-site training for Preferred Partner advisors in order to enhance their ability to recognize and uncover planning opportunities for their clients. Training curriculum can be driven by Preferred Partner needs on a recurring or as-needed basis. Training topics include:

Retirement Income Planning
Investment Management
Social Security Maximization Strategies
Medicare Insurance Planning
Annuity Maximization Strategies
Insurance & Annuity Policy Review and Product Comparison
Estate Liquidity & Wealth Transfer Strategies

Marketing – BACK9 works with our Preferred Partners in developing various joint marketing programs to support your practice and our partnership. We employ various strategies such as client educational lunches/dinners, client appreciation events, co-branded marketing materials, co-branded newsletters and other practice development techniques.