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.
