Category Archives: Business

Press Releases from the Business World. Announcements, Product releases, Appointments.

Martin Technical Welcomes Gil Truesdale as New Chief Revenue Officer (CRO)


Martin Technical’s core values, culture, and turn key solutions based selling approach has been very successful, and to be a part of that team in a leadership role is a true blessing

Martin Technical, Inc. is pleased to announce the hiring of Gerald “Gil” Truesdale as Chief Revenue Officer (CRO). With more than 30 years in sales management and business development on a global basis in the safety equipment manufacturers and distribution companies, Truesdale is a well-known and respected leader in the industry.

“Martin Technical services and Safety Hive software is on a trajectory where we need someone that is intimately familiar with the landscape of our industry and can turn the strategic needs of our customers into solutions,” said Jim Schuster, CEO of Martin Technical. “With Gil, we got what we wanted and a lot more. He will have a tremendous positive impact on our company and with our customers that will create long-term success.”

As CRO for Martin Technical, Truesdale will be responsible for all revenue-related generation strategies and processes in the company on a global basis including sales, customers support and revenue management.

“Martin Technical’s core values, culture, and turn key solutions based selling approach has been very successful, and to be a part of that team in a leadership role is a true blessing,” said Truesdale. “I am beyond excited to partner with distributors, customers, and vendors to continue Martin Technical’s growth trajectory.“

To contact Gil Truesdale, please email Gil@MarTechnical.com or call (843) 364-3976.

About Martin Technical / Safety Hive

Martin Technical is a privately held safety solutions company whose mission is to improve workforce safety by providing reliable and trusted solutions by employees who care about the greater good. We are experts in providing practical safety and efficiency services that make plants and facilities better, safer and more efficient. Martin Technical safety services include engineering, inspection, implementation, consulting and training services. Safety Hive, a wholly owned subsidiary of Martin Technical is a Safety Technology Solution and Software Provider that digitizes and automates safety to help predict and prevent workplace safety incidents through technology and data.

To learn more, please visit http://www.MarTechnical.com, http://www.SafetyHive.com, call 866-234-6890, or email info@MarTechnical.com.

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Corvus Insurance Announces Alerts for BlueKeep Cybersecurity Vulnerability


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This alert empowers brokers to deliver significant value to their clients by providing them with immediate and actionable information, helping them to reduce the risk of a potentially devastating cyberattack.

Corvus Insurance, the leading provider of AI-driven commercial insurance, has released an update to its Corvus Scan™ technology that alerts policyholders to a critical security vulnerability known as BlueKeep. With the update, prospective and current Corvus policyholders and their insurance brokers are notified of the vulnerability so that affected organizations can take steps to protect their systems from possible cyberattacks.

The update, released in November, identifies vulnerability CVE-2019-0708 — which goes by the nickname BlueKeep — in any organization’s IT system. BlueKeep is a vulnerability within certain server software that could enable a cybercriminal to launch ransomware, cryptojacking, or other types of attack if it were exploited. The first documented attack activity on BlueKeep was reported in November 2019, increasing the urgency with which organizations should identify and patch the vulnerability.

“Sharing this critical information with policyholders is another example of the power of data-enabled, ‘Smart’ commercial insurance,” says Phil Edmundson, Founder and CEO of Corvus Insurance. “The alerts empower brokers to deliver significant value to their clients by providing them with immediate and actionable information, helping them to reduce the risk of a potentially devastating cyberattack.”

The Corvus Scan gathers data from any organization’s web-facing IT infrastructure. It compares this data to Corvus’s database of cyber events in order to provide a detailed risk profile that informs the underwriting of the company’s insurance products: Smart Cyber Insurance®, Smart Tech E&O™, and Smart Cargo + Cyber™. This underwriting process, automated and powered by machine learning, allows Corvus to offer brokers a shorter Cyber Insurance application. Today’s update ensures the notification of policyholders when BlueKeep is identified by the Corvus Scan.

The Corvus Scan also drives Dynamic Loss Prevention®, a program that delivers actionable IT security recommendations throughout the policy year, enabling commercial insurance brokers and their clients to better predict and mitigate risk.

ABOUT CORVUS

Corvus Insurance is the leading provider of AI-driven commercial insurance, empowering brokers and policyholders to better predict and prevent complex risks through data-driven tools and Smart Commercial Insurance® policies. With each policy, Corvus supplies its proprietary Dynamic Loss Prevention® reports, which inform policyholders of critical risk areas and provide actionable recommendations. Founded in 2017 by a team of veteran entrepreneurs from the insurance and technology industries, Corvus is backed by Bain Capital Ventures, Hudson Structured Capital Management, and .406 Ventures. The company is headquartered in Boston, Massachusetts, and has offices across the U.S.

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To Help Sales and Marketing Work More Collaboratively


“It’s not only a natural fit between MarketingProfs and VantagePoint, it’s a necessary fit.”

Marketing training and events company MarketingProfs and sales training company VantagePoint Performance announce a strategic alliance to help marketing and sales professionals work more collaboratively. The two companies are teaming up under Joe Terry, who will act as CEO of both organizations.

MarketingProfs founder and former CEO Allen Weiss will continue to serve in an advisory capacity as a member of the MarketingProfs Board of Directors.

The strategic alliance between the training companies brings to life a model for modern sales/marketing education.

A collaborative approach between Sales and Marketing delivers a more comprehensive, cohesive, and (ultimately) productive buyer experience, across every touch point. Through MarketingProfs and VantagePoint customer-centric training programs, this alliance will help businesses learn to more successfully navigate what has traditionally been a tricky collaboration.

“It’s not only a natural fit between MarketingProfs and VantagePoint, it’s a necessary fit,” said Joe Terry. “We know from research that the buyer’s experience is situational. Both Marketing and Sales must learn to be agile and aligned to win in today’s global markets. We plan to teach organizations how to do that. ”

“I started MarketingProfs to bring unbiased and actionable know-how to marketers,” said Allen Weiss, founder of MarketingProfs. “This alliance is the logical next step as we bridge the typical gap between Marketing and Sales.”

MarketingProfs is a leading authority in modern marketing education. Through its annual B2B Forum, courses, workshops, webinars, newsletter, podcast, and other programs, MarketingProfs has earned an established reputation as a trusted go-to source for 550,000 marketers worldwide. Its Chief Content Officer and Partner Ann Handley is a recognized marketing leader.

VantagePoint has designed a sales-training approach that teaches the most critical skill a salesperson can have—fluency in various selling situations. Backed by research from Florida State University, VantagePoint’s unique selling system helps leading B2B organizations around the world improve their success rates.

About MarketingProfs

MarketingProfs (http://marketingprofs.com) is a training and education company dedicated to helping large organizations, small teams, and individuals execute marketing campaigns that drive real results. MarketingProfs produces training programs (https://www.marketingprofs.com/upgrade), online events (https://www.marketingprofs.com/events/), and conferences (https://www.marketingprofs.com/events/), including its annual flagship event, the MarketingProfs B2B Forum. More than 600,000 marketers globally trust MarketingProfs as their top marketing resource.

About VantagePoint Performance

VantagePoint is the only agile sales performance company delivering diagnostic-based training and consulting solutions—all grounded in the latest academic-led, agile sales research. The VantagePoint proprietary Agile Sales & Coaching Platform includes an agile diagnostic that identifies the behaviors and unique situations your sales managers and salespeople face in the customer’s journey. Leveraging your company data, you will know the behaviors and strategies your high-performing managers and sellers use to win in each specific selling situation. With VantagePoint, you will equip all your managers and sellers to be situationally fluent, to execute each unique interaction in the buyer’s journey like your top-performers. Our mission is your performance; we are VantagePoint Performance and we are agile to the core!

To learn more, visit http://www.vantagepointperformance.com/.

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Empire Underwriters Strengthens its Workers Compensation Offerings with the Addition of New Carrier Partner Clear Spring Property and Casualty Company


Providing competitive coverage offerings for a broad class of business, including Construction, Hospitality, In-Home Care, Assisted Living Facility, Home Health, Nursing, Social Services, and other industries from main-street to high-hazard classes.

Empire Underwriters, a leading insurance underwriter, is proud to announce new carrier Clear Spring Insurance to their worker’s compensation portfolio. Clear Spring Property and Casualty Company gives Empire even more carrier options for its agent partners.

By adding this new carrier, Empire increases its ability to provide competitive coverage offerings for a broad class of business, including Construction, Hospitality, In-Home Care, Assisted Living Facility, Home Health, Nursing, Social Services, and other industries from main-street to high-hazard classes. The Clear Spring product gives Empire appointed agents even more opportunity to service their clients.

“We are excited about adding Clear Spring Property and Casualty Company as a carrier,” said Hugo Soltero, Empire Underwriter’s VP and Senior Broker. “Clear Spring is a highly automated, agile, and efficient carrier. We know they are going to be a real difference-maker for our agents in providing competitive pricing and the excellent claims expertise that Clear Spring provides.”

Empire Underwriters is continually adding new carriers to provide agents with even more options. With a focus on tough classes, high mods, and other high-risk factors, agents appointed with Empire are less likely to turn away business, and more likely to create long term relationships with their customers. Agents can visit https://www.empireunderwriters.com/ to see more products, get appointed, and send submissions.

About Empire Underwriters:

Empire Underwriters is a National Managing General Agency, Insurance Wholesaler, Excess, and Surplus lines facility and Program Manager serving Producers in 46 states. Empire’s executive team has over 100 years of combined experience to bring agents and brokers aggressive account management and superior service. Whether you are writing a Niche Account or a Main Street business, Empire strives to make the process easier and faster to help you keep your business. For more information about specific risks, contact an Empire Underwriters Advisor at 1-800-758-8113 or visit our website at http://www.EmpireUnderwriters.com.

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Nexus and MRI Software Expand Partnership to Include Supplier Payments


Nexus automates the entire process from purchase order to payment in one platform

Nexus automates the entire process from purchase order to payment in one platform

Nexus, a leader in real estate accounts payable automation, today announced an expanded partnership with MRI Software, a global leader in real estate software solutions. The continued partnership enables joint customers to pay invoices and send supplier payments digitally, all from the MRI Software platform.

MRI customers can work without interruption – and without switching screens – to pay their suppliers using checks, ACH, or Nexus Virtual Card. They can also pay on their terms, and decide when they want to pay their vendors, all with a few keystrokes.

“This is a huge advantage for our joint customers,” said Thomas Coolidge, Nexus CEO. “MRI customers will be able to retain complete control of their supplier payments and be able to view them every step of the way, from invoice to payment — in just one place.”

MRI customers can already use the Nexus AP automation platform to procure products and services from online supplier catalogs, create electronic purchase orders, as well as manage, approve, and track invoices.

By adding NexusPayments, MRI customers will enjoy an even greater view of their everyday spend, as well as benefit from cash back rebates (when paying with Virtual Card) and greater efficiencies. For example, Nexus pulls data, including supplier name, contact details, and other information, directly from MRI, eliminating manual uploads and time-consuming data entry. Nexus also provides easy-to-use reconciliation information, so AP managers always know who was paid and which payment method was used.

“Our integration with Nexus is very smooth and goes far beyond one system talking to another system,” said John Ensign, President and Chief Legal Officer of MRI Software. “MRI’s Partner Connect program offers our mutual clients a truly integrated solution that saves them keystrokes and provides access to all the data they need.”

Coolidge noted that NexusPayments is ideal for real estate companies because the solution is bank agnostic, enabling MRI customers to keep their existing banking relationships that are already used to pay suppliers. Nexus can automatically and securely debit those accounts. It can also provide visibility into every transaction, with a full audit trail.

Furthermore, suppliers have said they prefer NexusPayments over others because it provides a portal where they can easily check the status of their payments, view comprehensive reconciliation data, and get acknowledgement of invoice receipt.

“NexusPayments is a true asset for MRI customers and their suppliers. We’re so pleased to be an Elite MRI partner,” Coolidge added.

About Nexus

With Nexus Procure-to-Pay software, real estate companies can manage every aspect of the accounts payable process – from purchase to payments – with just a few clicks. The web-based platform automates manual AP tasks and provides complete visibility into suppliers, budgets, and spend. No more paper, wasted time, nor guesswork. Nexus makes it easy to maintain and expand the supplier relationships at the heart of the real estate business. Visit http://www.Nexussystems.com.

About MRI

MRI Software is a leading provider of innovative real estate software applications and hosted solutions. MRI’s comprehensive and flexible technology platform coupled with an open and connected ecosystem meets the unique needs of real estate businesses – from property-level management and accounting to investment modeling and analytics for the global commercial and residential markets. A pioneer of the real estate software industry, MRI develops lasting client relationships based on nearly five decades of expertise and insight. Through leading solutions and a rich partner ecosystem, MRI gives organizations the freedom to transform the way communities live, work and play while elevating their business and gaining a competitive edge. For more information, please visit mrisoftware.com.

Media Contact:

Hugh Filman, Zoe Mumba or PJ Chou

mri@platformcomms.com

+44 20-7486-4900

Rachel Antman

rachel@saygency.com

+1 212-362-5837

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Why High Risk Drivers Should Use Car Insurance Quotes Online


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“High-risk drivers are advised to use online car insurance quotes. They will help them find a fair coverage price”, said Russell Rabichev, Marketing Director of Internet Marketing Company.

Cheapquotesautoinsurance.com has released a new blog post that explains why high-risk drivers should use online car insurance quotes.

For more info and free car insurance quotes online, visit http://cheapquotesautoinsurance.com/auto-insurance-quotes-online-importance-high-risk-driver/

Insurance companies define high-risk drivers as persons more likely to be involved in an accident and to file claims. In the long-term, those persons may actually cost the company more money than they pay for premiums. To compensate for the risk, some companies charge the policyholders with absurdly high premiums. This is why high-risk drivers should use online quotes. Find out more and get free quotes from http://cheapquotesautoinsurance.com.


  • Know what is expected for a high-risk driver. Depending on the severity of the traffic violations, some drivers may be required to carry SR-22. This is a certificate of insurance, also referred to as a financial responsibility filing. Drivers convicted for DUI or driving without insurance are usually required to carry SR-22 for a number of consecutive years. Before getting quotes, ask what other responsibilities must be met, like minimum coverage and type and if there is any continuous coverage period imposed.
  • Do not rely only on the big names. The big 4-5 insurance companies usually do not accept high-risk drivers. Adopting a more tolerant policy towards high-risk drivers can spell disasters for them. Standard carriers hardly accept high-risk drivers.
  • Work with subsidiaries. The good news is that many standard carriers, including the top companies, collaborate with smaller companies that are dedicated to insuring high-risk drivers. Spend some time researching more about non-standard carriers. Make a list with available non-standard insurers available in the region.
  • Get quotes for those companies. Online car insurance quotes are of extreme importance for high-risk drivers. The price difference between companies, even for those non-standard carriers claiming to be the best, can be of several hundred dollars. When comparing prices, make sure that the same info was used and the same coverage options were selected. That includes the same deductibles and the same add-ons.


Cheapquotesautoinsurance.com is an online provider of life, home, health, and auto insurance quotes. This website is unique because it does not simply stick to one kind of insurance provider, but brings the clients the best deals from many different online insurance carriers. In this way, clients have access to offers from multiple carriers all in one place: this website. On this site, customers have access to quotes for insurance plans from various agencies, such as local or nationwide agencies, brand names insurance companies, etc.

For more information, please visit http://cheapquotesautoinsurance.com.

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Platform for Boutique, Best-in-Class Tenant Rep Firms Expands to Denver, DC, Montréal, Calgary


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We believe in the value of tenant representation and are excited to help our partners strengthen their ability to service clients worldwide through these new partner firms.

Exis Global Tenant Representation has three new partners to add to its growing world presence: Benchmark Commercial (Denver), Landmark Advisory Services (Montréal and Calgary), and The Tenant Agency (Washington, D.C. – who replaced former partner The Ezra Company).

Exis is a platform for best-in-class independent tenant representation firms that collaborate to provide global commercial real estate clients thorough market expertise, uncompromising client service, and unsurpassed results. Exis partner firms represent solely tenants to avoid the inherent conflicts of interest that exist when the same company represents both landlords and end users.

Each Exis partner firm is owner-managed and provides general and specialized services such as site selection, lease administration, market insights, project management, and more. Additionally, Exis partners bring depth of experience and knowledge in a wide range of industries, including corporate, manufacturing and logistics, data and call centers, law firms, education, nonprofit, and more.

“We’re excited to be a part of a global community of best-in-class tenant representation firms who align with our high values of service and excellence for our clients,” says President and Managing Director of Montreal-based firm Landmark Advisory Services, Robert Cressaty. “We now feel even more confident servicing our clients globally, no matter where their business takes them.”

“Being chosen to be a part of Exis is a significant honor; they thoroughly vet each of their partners, and only choose the best partner to represent each market,” says Jason Bollhoefner, Partner at Benchmark Commercial. “We’re proud to now service clients not only in the Denver market, but globally as well.”

Exis clients include notable brands such as TripAdvisor, Bose, Amazon, Facebook, Uber, Twitter, and Spotify, to name a few. Clients choose Exis partners to fulfill their commercial real estate needs because of their deep market knowledge, involvement of ownership and/or top management in every transaction, and high ethos of service and advocacy for tenants.

“We believe in the value of tenant representation and are excited to help our partners strengthen their ability to service clients worldwide through these new partner firms,” shares Sara Meier, Managing Director of Exis. “These firms have proven they provide nothing less than excellent service to their clients, and we’re excited to have them as part of the platform.”

“Partnering with Exis will provide the ability to service our clients with global needs through a platform that has the expertise and conflict free approach,” says Daniel Klueger, Co-Founder and Managing Partner of The Tenant Agency. “We’re proud to be Exis’s DC partner.”

Exis is a global commercial real estate organization committed exclusively to representing tenants and end users. Exis partners deliver best-in-class tenant-only brokerage and related real estate advisory services worldwide, consistently achieving the finest results for their clients.

To learn more about Exis, please visit our website at http://www.exisglobal.com.

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2020 Editorial Calendar for Financial Publication Available to Article Contributors


Our readers enjoy the expert commentary that the Register brings to the forefront. Along with Association news, we feel it is an excellent benefit for our members. And most importantly, they enjoy it!…Editor-in-Chief, Susan M. Cappa.

The International Association of Registered Financial Consultants (IARFC®) has published its 2020 Editorial Calendar for its National Publication, the Register. Contributors are invited to review the listed topics and submit articles to Editor-in-Chief Susan Cappa for the upcoming year.

Issue themes center around the following topics:

  • February Edition (Winter): Ethics Approved
  • May Edition (Spring): Wealth Protection
  • August Edition (Summer): Next Gen
  • November Edition (Fall): Money Management

“We encourage our contributing writers to give their expert commentary along the lines of the editorial themes,” explained Ms. Cappa. “It is an opportunity to be published in a national publication and gain editorial exposure.”

The IARFC Register magazine is digitally published by the International Association of Registered Financial Consultants. The readers of this publication are practitioners – financial consultants, life insurance agents, registered representatives and registered investment advisers.

The average reader has more than four years of experience in financial services and possesses at least one professional designation, such as RFC®, MRFC®, ChFC, CFP®, CLU, AEP, CPA, CSA. Many hold advanced degrees, such as MBA, JD, LLM and Ph.D. The readership is educated, experienced, knowledgeable and involved in the industry.

“We constantly are in need of contributors who are well versed in the financial services environment,” continues Ms. Cappa. “Our readers enjoy the expert commentary that the Register brings to the forefront. Along with Association news, we feel it is an excellent benefit for our members. And most importantly, they enjoy it!”

For those who may wish to contribute to the Register, review the submission guidelines for sending in articles. Advertising is always available. Inquiries can be sent to advertise@iarfc.org.

To access the Register, visit the IARFC website – http://www.iarfc.org. For those who have questions on article submissions, reach out to Susan Cappa at susan@iarfc.org, Editor in Chief. Copy deadlines for articles are found in the submission guidelines – still accepting articles for 2020 Winter Issue. “Ethics Approved Theme” is always a hot topic for discussion.

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Tompkins International Announces Speaker Lineup for the Supply Chain Leadership Forum 2020


SCLF 2020 Logo

We are thrilled to bring together the industry’s top talent to share their experiences and expertise to help drive long-term profitable growth and deliver exceptional customer service.

Tompkins International, a comprehensive supply chain consulting and solutions firm, today announced the speaker lineup for its Supply Chain Leadership Forum (SCLF) 2020, which will be held May 4-6 at the prestigious Pinehurst Resort in Pinehurst, North Carolina.

Now in its 16th year, the SCLF unites top supply chain professionals to connect, share and learn together, providing attendees with best-in-class supply chain solutions, numerous networking opportunities and the industry’s latest thought leadership. The three-day event attracts executives from all major industries, including retail, food & beverage, consumer products, 3PL, pharmaceutical and select service providers.

This year’s event, “Teeing Up Your Supply Chain: Responding to Digital Disruption,” will feature keynote speeches from executives at Hallmark Cards, Inc. and Under Armour, as well as sessions led by top executives from Chick-fil-A, ATD, Hush Puppies and other major international corporations.

Jim Tompkins, Chairman and CEO of Tompkins International, will deliver the event’s opening keynote, “The Age of Disruption on Supply Chains and Commerce,” where he will discuss the impacts of digital commerce on supply chains in today’s world of high volatility, uncertainty, complexity and ambiguity (VUCA).

Scott Collignon, Vice President of Logistics at Hallmark Cards, Inc., will discuss how to overcome unexpected challenges, career setbacks and the importance of mentorship in our lives. Prior to joining Hallmark, Collignon held numerous leadership roles within the supply chain division at Cabela’s, and also served as a U.S. Army Officer within the Transportation Corps, where he received a Bronze Star for his service during Operation Iraqi Freedom.

Craig Jones, Senior Vice President at Under Armour, will walk attendees through the journey of building a strong distribution and logistics network during his keynote, “Evolving and Rebuilding a Distribution and Transportation Network to Drive Growth, Efficiency and Service.” Jones has a wealth of international supply chain experience, including previous positions at ALDO and IKEA.

Other confirmed speakers for SCLF 2020 include:


  • Brian Campbell, EVP of Operations and Strategy, SG Companies
  • Mark Chandler, Senior Vice President of Supply Chain, American Tire Distributors, Inc.
  • Mike Hazelton, SVP of Supply Chain Operations, Chick-fil-A
  • Jeff Kearl, Co-Founder, Chairman and CEO, Stance Socks
  • Mike Pereyo, Founder and Co-CEO, OOBE, Inc.
  • Greg Tunney, Global President, Hush Puppies

“The growth of digital commerce is forcing companies to reinvent their supply chain models to meet unrelenting customer demands,” said Jim Tompkins, Chairman and CEO of Tompkins International. “We are thrilled to bring together the industry’s top talent to share their experiences and expertise to help drive long-term profitable growth and deliver exceptional customer service.”

For more information on SCLF 2020, including the full agenda and registration details, please visit tompkinsinc.com/sclf. A limited number of early bird pricing registrations are available at a 15 percent discount. Reserve your spot today to take advantage of these savings.

About the Supply Chain Leadership Forum

Established in 2004, the Supply Chain Leadership Forum (SCLF) unites top supply chain professionals to connect, share and learn together. The three-day event features interactive sessions led by industry experts on all aspects of the supply chain, including strategy, technology, logistics, operations, customer experience and more. Executives from all major industries attend, including retail, food & beverage, consumer products, 3PL, pharmaceutical and select service providers. The SCLF provides attendees with best-in-class supply chain solutions, numerous networking opportunities and the industry’s latest thought leadership. For more information, please visit tompkinsinc.com/sclf.

About Tompkins International

Tompkins International is a global supply chain consulting and solutions firm dedicated to helping clients achieve supply chain excellence and profitable growth. Founded in 1975, Tompkins has integrated its decades of experience in strategy, commerce, logistics and technology into an ecosystem of six business units: Supply Chain Consulting, Material Handling Integration, Robotics, Applied Technologies, Fulfillment Services and Digital Commerce. By combining best-in-breed services and technologies, Tompkins delivers a true end-to-end supply chain solution enabling clients to improve the customer experience and ensure long-term success. Tompkins is headquartered in Raleigh, North Carolina and has offices throughout North America and in Europe and Asia. For more information, please visit http://www.tompkinsinc.com.

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Financial Services Association Membership Drive Ending December 31


Referrals are truly one of the best ways to infuse the Association with members who are qualified by meeting our educational, experience and ethical requirements…H. Stephen Bailey, MRFC – IARFC Board of Trustees Chairman and CEO.

Under the Member-Refer-A-Member Drive, participating members will be rewarded $25 toward a renewal for each new RFA®, RFC®, MRFC® or Association member who joins during that period.

Newly referred members will receive a $185 value IARFC member kit to help them promote their designation and credentials. The kit includes:

  • Media Release
  • Member Certificate
  • Confirmation Notice
  • Ethics Approved Certificate
  • IARFC Code of Ethics
  • Ethics Approved Seals
  • Lapel Pin or Ladies Broach
  • IARFC Information Brochures
  • IARFC Custom Pen


“We urge all members to send in names of their professional colleagues who would benefit from membership in the IARFC,” remarked H. Stephen Bailey. MRFC®, Board Trustee Chair and CEO. “Referrals are truly one of the best ways to infuse the Association with members who are qualified by meeting our educational, experience and ethical requirements.”

The IARFC offers designations, credentials, and membership on 4 levels:

  • Registered Financial Associate (RFA®) – designation offered to professionals who have less than 3 years of experience in the financial services industry.
  • Registered Financial Consultant (RFC®) – designation awarded to financial consultants who meet the high standards of education, experience, and ethics with more than 3 years of experience in the industry.
  • Master Registered Financial Consultant (MRFC®) – accredited credential awarded to financial consultants who meet the high standards of education, experience, ethics, and examination with more than 4 years of experience in the industry.
  • Association Membership – full membership and benefits for those serving the financial industry.


Additionally, the member who refers the most members will be recognized with the Association Membership Award during the 2020 IARFC Annual Banquet at the Westin Hotel in Downtown Cincinnati – April 23, 2020

Members can send in their referrals by filling out the Referral Form and returning it to info@iarfc.org.

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