Stilt

Stilt offers tools and resources to help you choose the right financial products and the right immigration resources.

Wholesaler Masterminds®

Wholesaler Masterminds® is where good wholesalers become great wholesalers. For over a decade we have provided wholesalers and their leaders the most comprehensive online destination for practice development. Our content includes articles, podcast interviews with America's best subject matter experts, worksheet templates, videos and more. We have worked with thousands of wholesalers, both via telephone coaching and through Wholesaler Masterminds LIVE! programs. If you currently are a successful Mutual Fund, REIT, SMA, Annuity, Hedge Fund or Life Wholesaler who wants to make more money, grow your business, delight your clients and/or impress your senior management because you have an eye toward advancement, get more information about our one of a kind coaching programs. If you are a Divisional Manager, Channel Manager, or National Sales Manager who is looking to improve their skills, both with their team and with senior leadership, get more information about our coaching for sales leaders. Visit http://www.wholesalermasterminds.com for more information. Or simply call us at 888-508-5010

Thompson Advisory Services

Thompson Advisory Services offers holistic financial advice — we carefully examine how you want to lead your life and create a financial plan that supports your goals. All aspects of your financial concerns are covered — tax preparation and planning, investment strategies, insurance, estate planning, retirement planning, budgeting, and more. We work directly with you, providing easy-to-understand recommendations and helping you implement them every step of the way. As your circumstances change, we’ll make sure your plan grows and changes with you. Thompson Advisory Services is an independent, fee-only financial advisory firm. The firm does not accept any referral fees, commissions or any other form of compensation from anyone other than our clients. Instead, you pay us a fixed fee for objective, personalized advice on how to achieve your financial goals. Your annual retainer covers all the meetings necessary and allows you to meet with your personal financial advisor as often as you wish, whenever you have questions or your life changes.

Principled Planning & Wealth Management (PPWM)

Guiding clients in designing their ideal lifestyle through strategic financial planning that gets results, achieves goals, and helps clients feel empowered to move forward and make progress in whatever they are trying to accomplish. I help clients remove doubt and anxiety, feel confident and on track, and find that balance between paying down debt from the past, investing for the future, and most importantly: enjoying the present.

barrie & hibbert - a moody's company

Barrie & Hibbert was acquired by Moody's Analytics in 2011. The acquisition broadened Moody’s Analytics suite of software offerings for the insurance and pension sectors. In 1995, Andrew Barrie and John Hibbert started as consultants to help companies manage market risk. Over the next eight years, Barrie & Hibbert undertook a wide range of client engagements and research supporting the development of a diverse array of models: 1995 First client engagements informing model development and research 1996 Regime-switching equity model 1997 Full-yield-curve model for actuarial use 1998 FTSE option-implied distributions 1999 Stochastic volatility model, full HJM model 2000 Corporate bond model 2001 Stochastic mortality model 2002 Equity mean-reversion model 2003 Stochastic model for credit spreads In 2003, Barrie & Hibbert launched its first standalone economic scenario generator (ESG). With more than 150 customers around the world, the ESG became widely recognized as an industry standard for valuing and projecting assets and liabilities and assessing risk and capital positions. Based in Edinburgh, Scotland, Barrie & Hibbert expanded into North America in 2007 with a New York office and into Asia in 2009 with a Hong Kong office.