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Welcome back to the Inspire Advisor dashboard.

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Give us a call at (877) 859-6383 or email us at inspire@inspireadvisors.com

Practice Management

Firm-provided resources to help run your BEST, biblically aligned practice for the glory of God.

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Robust financial technology including reporting, billing, trading, compliance, business intelligence, marketing, data services, financial planning and much more

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One integrated solution including Teams, OneDrive cloud storage, and Office apps with advanced security options

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Access your custom @inspireadvisors email address

Microsoft Login

Faith-based investment options matched precisely with your client’s unique values and tracked over time with customizable reports

Insight Pro Login

Get discount on your Fedex account through LPL Financial

Discount Instructions

Technology

Our list of vendors to help streamline your workflow.

RECOMMENDED

Customer relationship management. Use discount code "LPL" to receive corporate discount

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RECOMMENDED

Comprehensive website & marketing platform for advisors

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RECOMMENDED

E-sign & PDF management included technology as part of the monthly affiliation fee with Charles Schwab

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Products


RECOMMENDED

Charles Swab Logo

(800) 435-4000

learn more
Custodians

Charles Schwab

(800) 435-4000

Folio

(888) 230-5635

LPL

(800) 877-7210

REIT

Cantor Fitzgerald

Tom Fraser
Work (212) 829-5202
Cell (914) 260-0277

DLP Capital

Shawn Groves
shawn.groves@dlpcapital.com
(484) 821-5823

Inland Sec

(800) 323-6122
Press 3 to speak to wholesaler
or visit
go.inland-investments.com/Who-to-Call

Retirement

Aspire

(866) 634-5873
Option depends on product

Epic

(623) 201-0674,
tcase@epicrps.com

MERP

Jerod C. Fenton, CFP®, AIF®
(760) 705-3517

401Go

Karli Maughan
(801) 616-3672
karli@401go.com

Structured Notes

First Trust

Ben Johnson

(206) 512-9216
bjohnson@ftportfolios.com

Annuity

Great Western (GWIC)

m1agentsupport@americanenterprise.com
(866) 252-5594, option 2

Nationwide

(800) 321-6064
Select Annuities, then Sales

RetireOne: Constance

BRI Annuity Wrapper
(877) 575-2742
service@retireone.com
retireone.com

Manage Held Away Accounts

Pontera

Kevin Werner
(609) 647 5984
kevin@pontera.com

Brand Resources

Be proud of the Inspire Advisor Brand.

Brand Assets

Head over to the brand page for all the assets you’ll need to get started.  Logos, email signature, letterhead and more!

Brand Assets

Marketing Materials

Digital and printed materials ready to serve you

Pull-Up Banners

33.5" x 79" Banner - Sized for print at 4Imprint.com

Inspire Advisors Pull-Up Banner
Digital DownloadPrint DownloadFinRA Letter
Meet the Smiths Pull-Up Banner
Digital DownloadPrint DownloadFinRA Letter

Presentations

Introduction to BRI - Client Facing - Powerpoint

“How to find the good in a negative world.” This Inspire overview covers methodology of Inspire investments and our approach to BRI as well as a high-level view of each investment opportunity.

Digital DownloadPrint DownloadFinRA Letter

Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.

The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability.

Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.

National Admin Office: 3597 E Monarch Sky Ln, Suite 330 Meridian, ID 83646; Phone: (877) 859-6383 Investment advisory services offered through Inspire Advisors, LLC, a Registered Investment Advisor registered with the SEC.

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