AN FMO-RIA PARTNERSHIP OFFERING
EXCLUSIVE ADVISOR BENEFITS
First Annuity & Insurance Marketing is proud to partner with BlueDuck Wealth Management, an SEC-registered RIA, leading the industry with personalized service in wealth management, marketing, technology, business mentoring, education, and compliance. Built for advisors by advisors, BlueDuck understands the struggles advisors face on a day-to-day basis while working to grow their practice, and is exclusively dedicated in working with advisors ready to overcome the challenges.
Once you choose to invest in a partnership with BlueDuck Wealth Management, you will gain access to exclusive investing and marketing tools that keep up with evolving markets. The tools and systems provided are designed to assist you in building strong relationships with your clients, all while maintaining their best interest.
If you are ready to join this group of valued advisors, please contact First Annuity to schedule a time to discuss a potential partnership. You must have your series 65, 66, or CFP – and if you are looking at becoming series licensed, we offer pathways to get you there. Just ask for details!
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Tap Into Extensive Marketing & Support Systems
When you join BlueDuck, you and your clients will have access to Howard Capital Management, Inc., an SEC-Registered Professional Money Manager who’s goal is to strive to keep your assets on the safe side of the market. BlueDuck helps advisors develop goal-based, comprehensive financial plans with ease, all within the supportive environment of compliance and billing solutions.