Excellent
Based on 273 reviews
The Institute of Financial Wellness4.7Honesty, pricing, process and quality scores appear once 5 customers have rated them.
The Institute of Financial Wellness (IFW) is the leading multi-media network dedicated to financial education, resources, and solutions—designed to help you live your best life in retirement. Our mission is to empower individuals with the knowledge, confidence, and tools to make smart financial decisions.At the heart of our approach is the proprietary IFW Retirement Score, a game-changing tool that helps you assess and optimize your financial future. As an SEC-registered fiduciary, we are committed to delivering the highest level of integrity, expertise, and personalized guidance through our five core pillars:1️⃣ Engaging, Informative, and Objective Financial Education – The industry’s most dynamic and easy-to-understand financial content.2️⃣ Clarity & Confidence – Empowering you to make informed financial decisions with certainty.3️⃣ Exclusive Access to the IFW Network – A trusted community of independent & esteemed financial professionals to help with every aspect of your financial journey.4️⃣ Personalized Solutions – Tailored strategies designed to meet your unique needs and goals.5️⃣ Ongoing Support – Lifelong guidance to ensure financial success at every stage of life.
The Institute of Financial Wellness (the-ifw.com) has 273 customer reviews on Folks Told, with an average rating of 4.7 out of 5.
273 approved reviews, newest moderated first
Jim C M.
Dear IFW: This testimony is to confirm the value I place on my association with IFW. I have managed several wire house firms as a Series 24, Commodities Branch Mgr. as series 31. I conduct classes for Ca, State Bar for Probate & Estate planning sections. For an in the field producer Your program is the BEST I have ever been associated with. Please keep up the GREAT work! Also, your team members are Great.
Manny M.
This is the best program for helping clients with retirement planning. The resources available for advisors are second to none. Highly recommended.
Rodney G.
I purchased this software and lead program. I immediately ran the software on an existing client that had told me no to rolling his old 401K. After getting his retirement roadmap score, he was ready to proceed and rolled over $600K.
Alisa
Jack is a true professional who, obviously, enjoys interacting with people. Thanks, Jack, for the most positive experience speaking with you today!
Lauren G.
The Institute of Financial Wellness took on all the time-consuming and tedious tasks of finding ideal prospects, marketing to attract them, educating them though an intriguing webinar, making them a compelling offer of an IFW Roadmap, following up with them through phone calls, connecting with them, qualifying them to make sure they have sufficient financial resources, building a relationship of trust, gathering their data, creating a Fact Finder and their customized Roadmap, setting an appointment for us to meet with them, and confirming the appointment. All we have to do is show up and present their IFW Roadmap. This is by far the most complete sales system I have seen in my 35 years in this industry!
Aaron H.
Incredible service.
LuAnn M.
Eva Sussman is my advisor. He has guided me through the process of changing me from my other company. He was patient with me and guided me through completing the forms and returning them. My other company was under performing. I put my trust in IFW!
Dmitry S.
You can find out how ready you are for retirement fast. Other retirement tools are hard to use and don’t have new ideas like a volatility buffer. I like the IFW method, which is smart and clear.
