Get better technology
Your partners in developing your tech stack
As a tech-forward BGA, Ironvest offers advisors access to industry-leading tools including Vanilla for estate planning, Income Lab for income and tax forecasting, and Waterlily for long-term care planning. Through our partnership with FIG, we provide advisors with their full tech suite—plus customized lead lists and business support.
Advisors can use our discounted enterprise licenses or plug into our existing platforms. We also offer exclusive savings on FMG, Levitate, and more. On top of that, we're building our own proprietary CRM designed to generate qualified leads and streamline advisor workflows.
Streamlined insights to your book
Get insights into what your book currently looks like from updates on existing cases, to running illustrations, all the way towards servicing existing contracts.
Major Tech Enablement
Lifehub and Income Lab
We are able to leverage our partnerships with Income Lab to create a map of a client's assets and forecast out income needs, tax consequences, and recommendations based on their client's portfolios
Water Lily
Water Lily is a tool we can use to make presenting life insurance, annuities, long term care, and other risk mitigating techniques much easier. They send your client a survey and then leveraging AI, they can forecast out your client's life expectancy and the potential that they'll need long term care and even how much that care will cost.
Vanilla
We work with a company called Vanilla which uses AI to create estate documents including trusts, wills, POAs, healthcare directives, etc. all of which a financial professional can leverage in their conversations with their clients.
AI Playbook
Disclosure
Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 26 W. Dry Creek Circle, Suite 575, Littleton, CO 80120, (303) 797-9080. Advisory services may be offered through appropriately licensed Investment Adviser Representatives. Ironvest Financial Partners and its affiliated insurance agency are not affiliated with The Leaders Group, Inc.
Insurance products are offered through Ironvest Financial Partners Insurance Agency, an independent insurance agency. Products and services referenced on this site may not be available in all states.
The content provided is for informational purposes only and should not be construed as investment, legal, or tax advice. Always consult with a licensed professional regarding your individual situation.
This communication is intended for U.S. residents only. We do not provide personalized financial advice through this website.
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