Integrated Financial Concepts

Integrated Financial Concepts

Financial Services

Red Bank, NJ 742 followers

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About us

At Integrated Financial Concepts, we do work that matters in a culture where people matter. Be part of a growing company, where you drive your career and have an impact every day. We believe that growth isn’t just about numbers, it’s about keeping promises to our clients and each other. We are proud to be part of the National Life Tradition. Many companies offer living benefits, not all can say they built their business on carrying out those promises. Our success is based on our long history of social responsibility, strong leadership, investments, and innovative products and services. When it comes to preparing your financial security, you need a professional company that will provide you with an educated course to follow - an organization that will offer excellent service and help guide you to your financial goals. We are that guide. Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., a Member FINRA/SIPC, 200 Schulz Drive, Suite 125, Red Bank, NJ 07701, (848) 200-7149. Integrated Financial Concepts is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York. TC123087(0921)P.

Website
https://www.integratedconcepts.net/
Industry
Financial Services
Company size
51-200 employees
Headquarters
Red Bank, NJ
Type
Privately Held

Locations

Employees at Integrated Financial Concepts

Updates

  • Thanks again to all our employees for making this achievement possible!

    View profile for Edward Fol, graphic

    Changing the Lives of Driven Professionals Who Want More than just a job. Award-Winning Agency with Proven Training, Mentorship, and Strategic Marketing Lanes to Grow Your Business!

    Exciting news! Integrated Financial Concepts has been recognized in Jersey's Best Magazine for its outstanding workplace culture. We're proud to be featured as one of NJ's top workplaces, highlighting our commitment to our team's satisfaction and success. A BIG thank you to all of our employees! Your invaluable input made this achievement possible. #TopWorkplace #CompanyCulture #EmployeeAppreciation #IntegratedFinancialConcepts #JerseysBest Read more about it here: https://lnkd.in/gzb3yPER

    Bucking the trend: N.J. employers get high marks from their workers as Top Workplaces

    Bucking the trend: N.J. employers get high marks from their workers as Top Workplaces

    jerseysbest.com

  • Congratulations to Our Presidents Club Qualifiers in Maui! We are thrilled to celebrate the outstanding achievements of our team members who have earned their place in the prestigious Presidents Club this year! 🏆 Your dedication, hard work, and relentless pursuit of excellence have set a high standard for all of us. This well-deserved recognition is a testament to your exceptional contributions and commitment to our company’s success. As we gather in the breathtaking paradise of Maui, we are reminded of the incredible journey that brought us here. The scenic beauty of this island is the perfect backdrop to honor your achievements and inspire future milestones. Thank you for embodying our values and driving our mission forward. Here's to continued success and many more moments of celebration! Also, a BIG Thank You to National Life Group for putting together this amazing celebration! #PresidentsClub #Maui #TeamAchievement #FinancialServices #Excellence #Celebration #Success #IntegratedFinancialConcepts

    View profile for Edward Fol, graphic

    Changing the Lives of Driven Professionals Who Want More than just a job. Award-Winning Agency with Proven Training, Mentorship, and Strategic Marketing Lanes to Grow Your Business!

    Just returned from an incredible President's Club trip in Maui. Grateful for the opportunity to connect with top performers and celebrate our collective achievements. It's inspiring to be surrounded by such a talented and driven team. Ready to leverage this momentum and aim even higher in the coming year. #PresidentsClub #Maui #Teamwork #Achievement #IntegratedFinancialConcepts #NationalLife

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  • 🇺🇸 Honoring Our Heroes This Memorial Day 🇺🇸 Today, we remember and honor the brave men and women who made the ultimate sacrifice for our country. Their courage and dedication will never be forgotten. We extend our deepest gratitude to all service members and their families. Your sacrifices shape our nation and inspire us every day. Let us honor their memory through acts of kindness, unity, and service. #MemorialDay #HonorAndRemember #Gratitude #Heroes #ServiceAndSacrifice #NeverForgotten #IntegratedFinancialConcepts

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  • View profile for Edward Fol, graphic

    Changing the Lives of Driven Professionals Who Want More than just a job. Award-Winning Agency with Proven Training, Mentorship, and Strategic Marketing Lanes to Grow Your Business!

    🌟 Welcoming a New Team Member! 🌟 Thrilled to introduce Brady Watson, an outstanding addition to our team and a Monmouth University Football graduate (2020). His background is rich in sports and coaching, with ample volunteer experience in mentoring aspiring athletes. Outside of work, Brady is an avid sports fan and spends his leisure time golfing and caddying, enjoying the outdoors and the challenge of the game. His goal? To leverage his expertise and enthusiasm to educate and assist clients in crafting personalized financial plans that align perfectly with their needs and aspirations. Welcome aboard, Brady! 🚀 Let's make financial dreams a reality together. #WelcomeToTheTeam #IntegratedFinancialConcepts

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  • Integrated Financial Concepts reposted this

    View profile for Edward Fol, graphic

    Changing the Lives of Driven Professionals Who Want More than just a job. Award-Winning Agency with Proven Training, Mentorship, and Strategic Marketing Lanes to Grow Your Business!

    Q&A with Justin Paine, LUTCF - With 940K of Production last year! I've known Justin for over 20+ years, here's what he had to say. So how many years do you have in the business? - 22 years now this coming May What companies have you worked for before joining IFC/National Life Group? - UBS/PaineWebber, Morgan Stanley, MetLife & MassMutual What made you join IFC? - Competitive payouts & comp structure, open architecture to sell any products that are best suited for my clients, very strong protection products w/ best in class living benefits and a management team that supports my business, which in turn supports and benefits my clients. That's what it's about at the end of the day! How did you build your practice? - I started in the group employee benefits space for daytime activity and to work with business owners. I also called a lot of existing inforce business when starting. Now, because of the strong relationships I've built I get a lot of referrals from my clients and I'm now working with their children. Tell me about your business and what makes you so successful? - I've build very strong relationships with my clients and most of them have 3 or more products/services with me. They need these products anyway so I make the most of my time. I wanted to build a residual income and have done so through a variety of channels. Group health ins, advisory/wealth management, annuity trails, mutual fund trails, life trails and systematic investments. What about the culture at IFC? - It's like a high school dance here, I've know most of these people for 20 years. We have a lot a very successful producers that work with us for a reason. Anything else you'd like to add? - It's not always about the dollar. At the end of the day, what are you looking for? The ease of doing business, a management team that supports me and my clients and our comprehensive compensation package are unlike anything I've experienced at other firms.

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  • NJ ADVANCE MEDIA NAMES INTEGRATED FINANCIAL CONCEPTS A WINNER OF THE NEW JERSEY TOP WORKPLACES 2024 AWARD Red Bank, New Jersey, February 12, 2024 - Integrated Financial Concepts has been awarded a Top Workplaces 2024 honor by NJ.com Top Workplaces. This list is based solely on employee feedback gathered through a third-party survey administered by employee engagement technology partner Energage LLC. The confidential survey uniquely measures the employee experience and its component themes, including employees feeling Respected & Supported, Enabled to Grow, and Empowered to Execute, to name a few. “Earning a Top Workplaces award is a badge of honor for companies, especially because it comes authentically from their employees,” said Eric Rubino, Energage CEO. “That's something to be proud of. In today's market, leaders must ensure they’re allowing employees to have a voice and be heard. That's paramount. Top Workplaces do this, and it pays dividends.” All Top Workplaces awards are based solely on employee feedback. Top Workplaces are determined on quantitative employee feedback, as well as the statements and demographic information that the Energage Workplace Survey collects within the survey. There are no judges, essays, or forms required. Organizations must achieve a 35% response rate to be considered for a Top Workplaces award. For those with fewer than 85 employees, a minimum of 30 survey responses is required. Participating organizations are categorized into size bands, from small to large or extra-large. No one was paid for their participation in the survey. For additional information, click here https://bit.ly/3UPAYXk

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  • We’re proud to announce that our agency Integrated Financial Concepts has been awarded the National Life Group 2023 President's Award Platinum! This success is a testament to the dedication, hard work, and collaboration of every member on our team. Each one of you has played an integral role in making this achievement possible, and we are incredibly grateful for your commitment and passion. A special thanks is in order to our CEO and General Agent, Michael Marino. Your visionary leadership, unwavering support, and relentless drive have been instrumental in guiding us toward success. Here's to celebrating this milestone together and to many more successes in the future! #TeamWork #Milestone #Leadership #Gratitude

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