2014 Sponsors

Alliance of Comprehensive Planners Annual Conference

2014 Conference Sponsors

Platinum Sponsor


Asset Dedication
220 Montgomery St.
Suite 450
San Francisco, CA 94104
1.866.535.0897
www.assetdedication.com

Low Load Insurance


Low Load Insurance Services
2907 W. Bay to Bay Blvd.
Suite 102
Tampa, FL 33629
877.254.4429
https://www.llis.com/ 

At Low Load Insurance Services, we strive to provide what some call ‘impossible service standards.’ From the helpful person manning our phones to the members of our New Business Team who leave no stone unturned, our goal is to find the right insurance solutions for every client. Our Advisor Services Team keeps up-to-date with the latest policy designs, underwriting niches, and emerging trends in wealth protection, giving us the ability to better identify the right product mix with the necessary safeguards for your clients. And we’re always looking for ways to streamline the process. With this level of dedication, nothing is impossible.


Twenty Over Ten
980.352.0103
www.twentyoverten.com
 

Twenty Over Ten is an innovative platform that empowers independent financial advisors to make and manage a mobile optimized website designed to set them apart. Check us out at twentyoverten.com

We believe that accessibility and strong design should be at the core of your business, defining your brand’s reputation and the opportunities for your clients. Using our intuitive service, independent financial advisors can now create a website that is or convert their current website seamlessly and efficiently. Update your site easily using our compliance-friendly application. 

Gold Sponsor

Saturna Capital


Saturna Capital

1300 N. State Street
Bellingham, WA 98255
360-734-9900
www.saturna.com

Saturna Capital Corporation, manager of the Sextant and Amana funds, uses years of investment experience to aid investors in navigating today’s volatile markets. Founded in 1989 by professionals with extensive experience, Saturna has helped individuals and institutions build wealth, earn income and preserve capital.

Saturna’s deep-rooted belief in value investing shines through in the quality of our investments. Years of experience have given Saturna financial strength and stability. Most important to Saturna’s success, however, is our clients’ success. We believe that our clients’ interest always comes first. Perhaps this is why our client relationships span so many years.

Silver Sponsor



Mackinac Savings Bank

5859 W. Atlantic Ave.
Delray Beach, FL 33409
(800) 829-9259
www.mackinacbank.com

Mackinac Savings Bank is a federally chartered savings bank based in south Florida. We have offices in Delray Beach, Boynton Beach, and West Palm Beach, as well as Michigan and Massachusetts, and we provide financing for our clients nationwide.


MAGA

MAGA LTD

2610 Lake Cook Road
Suite 250

Riverwoods, IL 60015
800-533-6242
www.magaltc.com 

 

MAGA LTD was established in 1975 and is licensed nationally. We focus on traditional and asset-based long-term care insurance (LTCI). LTC planning protects retirement assets and provides quality choices of care. As a proud ACA Resource Affiliate, we will work with you every step of the way with plan design, underwriting criteria, and carriers.   Our goal is to make the process as easy as possible. MAGA’s three principals have over eighty years of combined LTC planning experience. Allow the MAGA team’s experience and expertise in long-term care planning to work for you and your clients.  Call Brian, Peter, or Murray at 800-533-6242 for more information. 

www.magaltc.com