Jackson National Life Insurance

Patron Sponsors, Corporate Sponsors and Professional Affiliate Sponsors

The FPA of Greater Indiana would like to thank the following sponsors. For more information about our sponsors, please visit our sponsor's website.

If you would like to learn more about becoming a Patron Sponsor, Corporate Sponsor or a Professional Affiliate Sponsor for the FPA of Greater Indiana, please click here to download our Sponsor Benefit Summary.

Patron Sponsors

Central Indiana Community Foundation

  • CICF serves as your trusted philanthropic advisor, helping you facilitate all forms of charitable giving and adding value to your clients' relationships. CICF is your "one stop shop" for information and expertise on meaningful ways to invest and distribute charitable contributions.
  • Contact: Rob MacPherson
  • robm@cicf.org
  • 317.634.2423
  • www.cicf.org

Coverdale Mortgage

  • A full service mortgage broker offering competent, professional, and responsive client care in all aspects of the mortgage process including: Mortgage Lending, Referrals, Rate Monitoring, Annual Check-in, and Call Reminders. Our goal is to empower our clients with the information needed to succeed in their financial objectives for home ownership. Delivering an unsurpassed level of personal service is our mission.
  • Contact: Lynne Coverdale, MBA
  • lynne@covermtg.com
  • 317.896.8771
  • www.covermtg.com

Life Settlement Advisors, LLC

  • Located in Indianapolis, Life Settlement Advisors, LLC is Indiana's premiere life settlement company - coordinating the sale of unwanted, underperforming life insurance contracts. Through a wide network of funding institutions, the company obtains multiple offers on the secondary market in pursuit of the highest possible settlement for the policyholder. We are committed to partnering with seniors and the professionals who serve them - providing innovative financial options as their needs and goals change.
  • Contact: Leo LaGrotte
  • llagrotte@lsa-llc.com
  • 317-488-5571
  • www.lsa-llc.com
Corporate Sponsors

American Century Investments

  • Since 1958, American Century has evolved from a small, single-style mutual fund manager to a multi-disciplined, global asset investment management firm offering diverse investment vehicles and employing approximately 2,000 people. We've done so by building an organization with strong values and principles, attracting and retaining talented people, utilizing the best research and technology available, and executing a disciplined and repeatable investment process. Our global team of investment professionals offers a diverse range of investment options in domestic equity, international equity, fixed income, money market securities, and retirement plans for individual and institutional investors. We strive to deliver the highest levels of service and we remain committed to the belief that the ultimate measure of our performance is our customers' success.
  • Contact: Jay Newnum
  • jay_newnum@americancentury.com
  • 317.709.1767
  • Contact: Michael Sullivan
  • mike_sullivan@americancentury.com
  • 816.340.9441
  • www.americancentury.com

American Funds

  • American Funds is a family of 29 mutual funds with a wide range of investment objectives and a unique approach to investment management.
  • Contact: Dan Shore
  • dnls@capgroup.com
  • 877.421.7019
  • www.americanfunds.com

Ameriprise Financial

  • Ameriprise Financial has more than 110 years of history helping clients plan for retirement. We have more than 2.8 million individual, business and institutional clients, and more than $446 billion in owned, managed and administered assets as of Dec. 31, 2006.

    We offer and distribute a broad array of investment and insurance protection products and services that help our clients stay on track toward their financial goals and dreams. Our comprehensive and personalized financial planning approach is built on a long-term relationship with one of our more than 10,000 knowledgeable advisors who help clients prepare for the future.
  • Contact: Joe Mitchell
  • joseph.e.mitchell@ampf.com
  • 317-853-1100 x 311
  • www.ameriprise.com
  • Address: 9200 Keystone Crossing, Suite 200; Indianapolis, IN 46240

Barnes and Thornburg

  • Barnes and Thornburg LLP's tax lawyers represent individuals in their estate-tax planning whether the estate is modestly sized or involves a high-net worth executive or business owner. Our estate planners involve lawyers from other departments and practice groups, as required, to meet the clients needs. The firms large compliment of estate planners across our seven offices gives us the resources to handle transactions on an expediate basis.
  • Contact: Kris Fruehwald
  • krisfruehwald@BTLaw.com
  • 317.231.7245
  • www.btlaw.com

Bingham McHale

  • Our attorneys are knowledgeable in estate planning, individual, business and estate tax planning, estate administration, probate, guardianship, health care planning, and the use of various trusts, including testamentary, living, qualified personal residence, life insurance, grantor retained interest, charitable lead and charitable remainder trusts.
  • Contact: Timothy Bender
  • tbender@binghammchale.com
  • Contact: Paul Corsaro
  • pcorsaro@binghammchale.com
  • 317-635-8900
  • www.binghammchale.com

CFD Investments, Inc.

Fidelity Investments

  • Fidelity Investments Institutional Services (FIIS) provides investment management services to the advisor-delivered market. Our products and programs include over 70 funds covering every major asset class, comprehensive retirement products and services, and a 529 college saving plan.
  • Contact: Mary Holland
  • mary.holland@fmr.com
  • 800-814-1763
  • advisor.fidelity.com

ING Funds

  • ING Funds offers a comprehensive mix of global, international and domestic funds, as well as closed-end funds, created to meet the needs of nearly every investor. ING Funds complements its own global capabilities by partnering with some of the most respected asset managers in the world. ING Funds is a subsidiary of ING Groep N.V. (ING Group), an Amsterdam-based financial institution offering banking, insurance and asset management to more than 75 million private, corporate and institutional clients in more than 50 countries. In 2007, ING Group was recognized as the top financial services company in the world in Fortune magazine's Global 500 list. ING Group ranked 10th in Forbes' annual Global 2000 list as well.
  • Contact: Erik Finwall
  • erik.finwall@ingfunds.com
  • 317-385-1478
  • www.ingfunds.com

Jackson National Life Insurance

  • Jackson National Life Insurance Company® offers an array of products designed to help you plan for your retirement and protect your loved ones. We maintain a firm commitment to corporate integrity, superior products, and outstanding service. Whatever your financial goals, we're here to help you pursue them.

    Jackson℠....Bold in Vision. Built on Tradition. Powered by Innovation
  • Contact: Scott Herkert
  • scott.herkert@jnli.com
  • 765-520-8637
  • Contact: Thomas Zenoby
  • thomas.zenoby@jnli.com
  • 800-711-5653 ext. 52517
  • Contact: James Gorman
  • james.gorman@jnli.com
  • 800-711-5653 ext. 52730
  • Contact: Robert Butler
  • robert.butler@jnli.com
  • 800-711-5653 ext. 8568
  • www.jnl.com

Laserfiche

  • Laserfiche© creates simple and elegant document management solutions that help organizations run smarter. Since 1987, more than 25,000 organizations - including numerous Registered Investment Advisors, Broker Dealers, and Banks - have used Laserfiche software to increase efficiency organization-wide. By digitizing paper archives, Laserfiche enables users to instantly pinpoint the information they need. Secure Web access allows organizations to share information with remote offices, staff members and patients, while user- and role-based security options ensure compliance with government standards, including those mandated by SEC and FINRA.
  • Contact: Marcel Tsai
  • Marcel.tsai@laserfiche.com
  • 562-988-1688 ext. 191
  • www.laserfiche.com
  • Contact: Mary Jo Gremling
  • mj@eLucidainc.com
  • 317-849-8853
  • www.eLucidaimaging.com

MarketShare Financial

One America

  • Nationwide network of partner companies and affiliates offering products and services for 401(k) and other retirement plans; individual life, group and credit insurance; and annuities.
  • Contact: Attila Toth
  • attila.togh@oneamerica.com
  • 317-285-4721
  • www.oneamerica.com

Pacific Life Annuities & Mutual Funds

Schwab Institutional

  • Schwab Institutional is a leading provider of custodial, operational and trading support for independent fee-based investment advisors. Schwab Institutional provides access to sophisticated wealth management services that help advisors attract and retain affluent clients, as well as growth profitably, compete, and succeed in their business efforts.
  • Contact: Aja Nixon
  • aja.nixon@schwab.com
  • 513-361-8603
  • www.aboutschwabinstitutional.com

TD AMERITRADE Institutional

  • TD AMERITRADE Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,000 fee-based, independent Registered Investment Advisors (RIAs) and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their firms more efficiently and effectively, while optimizing their time with clients.
  • Contact: Mark Josefczyk
  • mark.josefczyk@tdameritrade.com
  • 513-792-2237
  • www.tdainstitutional.com

TIAA-CREF Life Insurance Company

  • TIAA-CREF Life Insurance Company is part of the TIAA-CREF group of companies which is a national financial services organization with more than $380 billion in combined assets under management (3/31/06) and the leading provider of retirement services in the academic, research, medical and cultural fields. In 1999, TIAA-CREF Life Insurance Company began operations, making life insurance products available to a broader clientele, including the general public.
  • Contact: Thomas R. Holt
  • tholt@tiaa-cref.org
  • 866.966.5623 option 2, ext. 2
  • www.tiaa-cref.org/advisors/products/life_ins.html
Professional Affiliate Sponsors

Ash Brokerage

Integrity Life Insurance Company

  • Integrity Life is an annuity provider backed by the financial strength, high ratings and the remarkable capital position of Western Southern Financial Group. They work in partnership with investment professionals to provide solutions that help clients reduce financial uncertainty and manage risk. They offer fixed, immediate, and variable annuities and recently added alternative investments inside of their variable annuities.
  • Contact: Bill Diehl
  • bill.diehl@integritycompanies.com
  • 502.593.3301
  • www.integritycompanies.com

John Hancock Financial

Renaissance

  • The nation's largest charitable trust administrator. Since they opened their doors in 1987, they have been known as the leading resource on how to best harness social capital.
  • Contact: Kevin McGrath
  • mcgrathk@reninc.com
  • Contact: Vicki Reed
  • reedv@reninc.com
  • 317.843.5262
  • www.charitabletrust.com

Trust Legacy Consulting

  • Trust Legacy Consulting (TLC) provides searches for Advisor's client's Trust needs. TLC reviews the needs of the client and the provisions of the Trust document prior to suggesting Advisor friendly Trust companies who can fulfill the needs of the client. Since TLC is compensated by a revenue share with the Trustee there is no charge to the Advisor or client for TLC services.
  • Contact: Charlie Mosbrucker
  • cmosbrucker@trustlegacyconsulting.com
  • 317.288.0442

Wealth Preservation Strategies- Long Term Care Sales & Consulting

  • You are your clients best partner in helping them accumulate assets but are your clients protected from the high costs of extended custodial care? Whether its coming up at annual reviews or your clients are asking, long term care insurance is quickly becoming an area of concern for them as they think "retirement" planning. Do you know the difference between most group plans, partnership plans and traditional options? How does asset-based LTC fit into the picture? No matter what your LTC question, noted author Julie Hurst and her team can work with you & your clients to get the appropriate plan in place to protect your clients' family and their retirement assets. Don't worry about keeping up-to-date on rates and new plans allow your clients expert consultation. Endorsed with many groups, including the Indiana Members Credit Union. Individual, Groups & Executive Carve-out Long Term Care Insurance Protection.
  • Contact: Julie Hurst
  • Juliehurst.ltc@gmail.com
  • 317-696-3050
  • www.WPSadvisor.com

2008 Events

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