The Institute of Financial Wellness provides proven sales and marketing systems, state-of-the-art technology, training, and support to financial professionals nationwide. The IFW helps financial professionals grow their practices to the next level! IFW Certified Financial Professionals are an elite group of professionals that, together with the IFW, help people succeed financially and live their best lives.
The Institute of Financial Wellness is the most comprehensive multi-media network for financial education, resources, and services. In fulfilling our mission to help people “Get There” and live their best life, we deliver the following five unique value propositions:
When you select an IFW Financial Professional you know they are aligned with the IFW, sharing the belief that when it comes to financial decisions; never say never, never say always…it depends. We carefully select our financial professionals to make sure they believe there is no one-size-fits-all solution or product and that every situation requires a unique and well-rounded approach.
It’s just better! Your journey with the IFW will be delightful and specific to you and your needs. First, you will get the education and facts to help you better understand your situation, then you are connected to an IFW concierge that gathers the necessary information, so you can be paired with the right financial professional to review where you are and how you might improve your situation and help you…‘Get There‘!
These are actual webinar attendees and clients referred by The Institute of Financial Wellness to a Financial Professional and they were not paid any compensation for these testimonials or comments.
“Based on my 25 years of experience running large financial services firms and leading hundreds of financial professionals, we recognized the need to establish the Institute of Financial Wellness to provide engaging, unbiased, fact-based information giving Americans the clarity and confidence needed to make the right financial decisions for their lives,” said Erik Sussman, IFW CEO & Co-Founder. “Importantly, we ensure that our customer journey helps people take action by selecting a Financial Professional who is committed to the same holistic and unbiased approach that addresses all aspects of financial well-being.”
Added Darren Sussman, IFW President, and Co-Founder: “Financial education does not have to be boring, elitist, or hard to understand. What sets the Institute of Financial Wellness apart is our commitment to deliver engaging, thoughtful, and unbiased programming that is curated in ways similar to other categories like science, the arts, or sports — so people actually understand and enjoy it!”
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Weekly live financial education webinars are an absolute must-attend for anyone seeking to maximize their financial future and live their best life. Current webinars are targeted by topic towards retirement planning, young & mid-career professionals, college planning, investments & savings strategies, and life & disability insurance. The live Q & A session is an audience favorite every time. Our webinars are also available On-Demand 24/7.
Choose from a variety of channels and playlists to access the content you want, when you want it. IFW VOD hosts a variety of webinars, financial education, retirement strategies, interviews, trending news, evergreen content, and helpful resources at your convenience, 24/7 On-Demand.
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