A Simple 3 Step Process

Submit your request

Tell us about your client's situation and which specialist you need. Fill out a short form and we'll take it from there — no back and forth, no complicated intake process.

We coordinate everything

Richard or Michael personally matches you with the right specialist and makes the introduction within 24 hours. Warm, seamless, and professional from the start.

Your specialist shows up ready

Your specialist joins the client conversation fully briefed and ready to deliver. They support the sale, present the solution, and help you close — while you stay in control of the relationship.

Ready to bring a specialist onto your next case?

The specialist resources that make you a better financial professional

At IWR, we believe every financial professional deserves a trusted bench of experts they can call on when a client's needs go beyond their core. That's why we built a network of 7 specialist disciplines — each one hand-selected, deeply experienced, and ready to work alongside you to deliver outcomes your clients will remember.

The power of a specialist network aligned to your client's needs

Integrated Wealth Resources is a collaborative community of specialists — bringing together deep expertise across life insurance, estate planning, wealth management, disability income, college funding, and special needs planning. Each specialist is a leader in their discipline, and together they work alongside financial professionals to create tailored solutions and deliver outcomes that matter most to the clients you serve.

Why Financial Professionals Choose IWR

Expand your practice without expanding your overhead

Access 7 specialist disciplines on demand — no hiring, no overhead, no risk. Just the right expert when your client needs one.

Close cases you'd otherwise walk away from

Stop losing complex cases because you don't have the right support. IWR specialists step in and help you see every opportunity through to close.

Deliver a higher level of service

When you can offer estate planning, advanced case design, DI, college funding, and more — your clients never need to look elsewhere.

Strengthen client retention

The more you can solve for your clients, the stronger your relationships become. IWR helps you be the one advisor your clients never want to leave.

Work with specialists who understand your world

Every IWR specialist is experienced collaborating alongside financial professionals — they know how to support you without stepping on your toes.

Backed by a network that wants you to win

IWR isn't just a referral list. It's a collaborative network built to help financial professionals grow their practice, serve more clients, and close more business.