Professional Requirements

All Financial Professionals must:

  • Hold required state licenses and designations for services they provide.
  • Hold an active Life/Health/Variable Annuity License.
  • Maintain state-regulated continuing education requirements.
  • Maintain complete client confidentiality at all times.
  • Abide by the IFW code of conduct and philosophy.

Personal Requirements

All Financial Professionals must:

  • Possess a basic understanding of the unique professional life and economic trends for the people we serve.
  • Have respect and ideally, an appreciation for every person’s unique situation and goals.
  • Be genuinely interested in helping to serve IFW’s mission.
  • Once these criteria are met, IFW conducts a personal interview with each candidate.
  • Each prospective Financial Professional undergoes a background check.
  • All Financial Professionals are independent contractors, not IFW employees.

Once these criteria are met, IFW conducts a personal interview with each candidate.

Apply to IFW Professional Network

Selected Value: 1