Advisor Information

Feeling Isolated and Unsure About the Future?

If you are concerned about the coming changes in the marketplace due to the impending DOL ruling, Life Certain Wealth Strategies offers opportunities that may make the transition in 2017 and beyond easier.

We have anticipated and planned for the impending changes and are positioned to meet the challenges of increased record keeping, administrative responsibilities and expanded compliance.

Life Certain is interested in speaking with financial advisors who share our serviced based philosophy where our clients’ interests always come first. If you are like minded, we would be interested in speaking with you about the opportunities and benefits we can offer. Here are just a few:

Team Environment

You won’t be working in a vacuum at Life Certain.  We are a team of professionals that share advice and opinions in a collaborative environment, putting the client’s best interests at the forefront.

Location & Office Space

Meet with clients in our executive high rise offices located in the prestigious Denver Tech Center.

Staff

Life Certain has an experienced administrative staff with over thirty years combined financial industry experience to assist you.

Legal & Accounting Assistance

Have a legal or accounting question or need to help clients with estates, trusts and/or wills? Life Certain has an attorney in our offices who specializes in estate planning and we also have a CPA on call to answer advisor questions and meet with clients.

Radio

Every weekend, Life Certain sponsors America’s Wealth Management Show on 560 KLZ and 630 KHOW. The show airs three times over the weekend and includes multiple commercials during the show. The show is frequently co-hosted by Life Certain’s president, Herb White.

Seminars

Life Certain hosts many educational seminars and client appreciation events throughout the year. Most of the events are filled to near capacity and our speakers regularly receive high marks on their evaluations.

Marketing

Life Certain has a dedicated marketing department that keeps our name before the public through radio and print advertising, web and social media. The department also creates in-house material that helps us communicate our philosophy to both prospective and existing clients.

Reputation

Above all, you will be affiliating with a firm with a strong reputation, not only locally, but nationally. Life Certain President, Herb White, is quoted frequently in publications such as the Denver Business Journal, CNBC, Retirement Advisor and Time magazine. 

If you would like to schedule a call with Herb White, please complete the form below: