Allegiance publishes a number of works directly related to Heritage Design work, including the Family Alignment Day workbooks, Beating the Midas Curse (2nd Edition), What Matters, Jonathan Marvel’s Christmas Pockets, Effective Family Governance, and Rod Zeeb’s new Family Stewardship book. Allegiance also provides special editions of many of these works which allows you to customize and/or brand the books with your contact information.
Contact them at: (307) 459-1296 or firstname.lastname@example.org
Visit their website: www.allegiancepublishing.com
Camelot Portfolios, LLC is an advisor solutions company...built by advisors, for advisors. Today’s environment requires Advisors to have a team of specialists to support their clients at the highest level. Camelot Portfolios provides Investment Management, Wealth Planning and Consulting services, providing Independent Advisors a single point of contact for support and solutions. Camelot’s desire is to help THI members streamline their practice and create a steady revenue stream so they can more quickly and fully transition profitably to the THI model.
Contact Ryan at 877.315.5558
Visit their website: www.camelotportfolios.com
FamilyArc partners with advisors to help them differentiate themselves and add value for their clients. With FamilyArc you can develop multigenerational relationships with your clients through the preservation of family history. Our private, cloud-based platform preserves anything that can be digitized in a secure, museum-quality archive. No more will family letters crumble with age, photos be buried in the basement, or aging parents pass on before their stories are recorded and saved. Create additional value for your clients by helping families catalog, capture, and celebrate their legacy for generations to come.
Contact Mike Stuart at email@example.com or (650)781-0305 ext. 127
Rare Coins of New Hampshire (RCNH) Financial has worked with financial professionals, their clients and institutions worldwide since 1990. RCNH Financial has specialized in the assembly of premium quality, independently certified rare U.S coins as well as the daily trading of the physical form of all precious metals, including gold, silver and platinum. Full service is provided with tangible asset appraisal and evaluation services, marketing support, training and investment portfolio management. RCNH Financial is a subsidiary of Rare Coins of New Hampshire, the preeminent tangible asset firm nationally recognized for its technical expertise and consumer protection practices.
Contact Donald W. Dee, Director of the Financial Services Division
800.225.7264 or firstname.lastname@example.org
Visit their website: www.rcnh.com
Our new Strategic Resource, Time Equities, Inc. (TEI), was founded in 1966. They have been in the real estate investment, development, investor management, and asset & property management business for more than 50 years. TEI currently holds over 300+ properties in its own diversified portfolio totaling approximately 26.32 million square feet of residential, industrial, office and retail property currently valued at over $4.1 Billion. With properties in 29 states, five Canadian provinces, Germany, the Netherlands, and Anguilla, British Virgin Islands, the TEI portfolio benefits from a diversity of property types, sizes and markets.
Please contact: Alexander Anderson Director, Equity Division (212) 206-6176 | M: (717) 940 - 3667 email@example.com
The C.O.R.E. GROUP - Centered On Relationship Enhancement - has been with THI since the beginning. They help client-centered financial professionals create certainty and profitability – for their clients and their practices. Financial advisors, CPA’s and attorneys work with The C.O.R.E. Group because they appreciate the unbiased and comprehensive support that helps them fully integrate risk management solutions into their financial, business, estate and income plan designs. Representing over 25 of the highest rated insurance carriers, C.O.R.E. continually receives praise for their objectivity and comprehensive business support that independent advisors desire -for their clients AND their compliance departments.
With a seldom-rivaled Case Design Team, highly proactive Case Managers, dedicated advisor Relationship Managers throughout the country, C.O.R.E. provides personal support from a team of professionals whose collective expertise will elevate your business. If achieving greater financial AND emotional profitability is important to you, then collaborating with The C.O.R.E. Group is a must.
Contact them at: 800.991.6695
Abilene Christian University, a national leader in Christian higher education, is a large, globally diverse university that attracts 4,900 students from 48 states and 41 nations to campuses in Abilene and Dallas, Texas. Students have an exceptionally high acceptance rate into prestigious professional and graduate schools. Top companies and organizations aggressively recruit ACU graduates for their knowledge and character. But the real distinctive quality at ACU is the combination of quality academics and a serious focus on Christ – in daily Chapel, in student-led devotionals and in the classroom. Other universities may offer quality academics, but few integrate faith and learning in all aspects of life. ACU’s exceptional faculty challenge students to make a real difference in the world. The ACU Foundation is a resource center for friends of the university who want to pass their values on to family, friends and generations of students educated for Christian service and leadership.
To learn more, visit www.acu.edu
These are Strategic Relationships who are important to our community and are great people to get to know. They are not only sponsors but they actively participate in our training so they fully understand what your clients are or will be experiencing and can help add value.
We recommend you reach out to introduce yourself to each one of them and/or visit their website to learn about how they can help your practice.