Karen Robinson
GBGaining financial peace of mind I was introduced to IFW via their retirement webinar and investigated further after that excellent production. Then when I worked with one of their agents, I felt very well taken care of even though I approached annuities with trepidation. I felt heard, respected, and was not pushed in any way. I know I am in good hands with the very knowledge and kind members of the IFW team. Thank you.
Corey Paradowski
GBThe onboarding process was great The onboarding process was great, and the IFW team is greater. The team is easy to get a hold of and it goes at your pace. At no point was there a fire hose of information thrown at you where you're left wondering ugh ok where do we go from here. The roadmap software is straight forward and is going to be a great tool that I'm going to implement immediately. Skylar, Erik, Scott thank you for everything so far and I look forward to our successful future.
Alex
GBI attended the IFW workshop and was… I attended the IFW workshop and was delighted by their insight on the retirement roadmap. Erik made it fun to learn about retirement through his relatable approach. It was really great to work with them on my families financial plan and feel confident about my future.
Heidi
GBThese guys were excellent These guys were excellent - very useful content, with lots more to learn from and reflect on. I also really liked the positive energy and inspiration. Sounded very trustworthy, and really committed to their philosophy. Never say never...love it! Please do consider my advice to have one of your rock-star female partners in the sessions in the future. Would be really meaningful for women to see women - and I know they are there, and excellent!
Manny Martinez
GBBest Retirement Planning Software This is the best program for helping clients with retirement planning. The resources available for advisors are second to none. Highly recommended.