Broker Check

A Beneficial Alliance


IFP’s Professional Partners ProgramTM brings comprehensive financial planning to the clients of CPA firms, law firms, property & casualty agencies, associations, banks and credit unions. The program is designed to assist our professional partners in increasing revenues, improving retention and attracting new business while providing additional value to existing clients through a co-source, revenue sharing model.

IFP is qualified to act as a consultant to our Professional Partners. In our co-source model, IFP provides our Professional Partners with Marketing, Practice Management, Revenue Flow Modeling, Licensing, Compliance Oversight, Revenue Tracking and most importantly, a qualified Financial Advisor. Our ‘client first’ model has helped our advisors and the professional partners they work with expand their services and profits, while providing clients with much needed advice during these unpredictable times.

For example, IFP has successfully partnered with CPAs for over 20 years to assist them in building a more robust and thriving practice. IFP not only recognizes the challenges CPAs face but provides a solution that has enabled over 100 accounting organizations and their owners to build a viable retirement strategy while seeking to enhance revenues along the way.  IFP’s Professional Partners Program is designed to assist in increasing revenues, improving retention and attracting new business while providing additional value to existing clients.

When a professional partner decides to align with our firm, it is done through a co-source methodology. We match a partner with a qualified, tenured and credentialed financial advisor who will work with them to determine those clients that are in need of comprehensive financial planning. This allows the professional partner to remain in their discipline and we take care of the financial planning business. Compensation is then split between the two entities.


"Your relationship with us will add value to your clients and provide you with the potential to increase your source of revenue."

John C. Pastore, Jr CRPC®, Senior VP of Professional Partners Program