Strategic Partnerships Collective

"Partnership is the foundation of lasting success."

— Henry Ford

Grow with Clarity. Plan with Purpose.

Wealth Management

Key Roles:

-Certified Financial Planner™ (CFP®)

-Wealth Advisor

-Investment Advisor Representative (IAR)

-Portfolio Manager

-Private Banker

-RIA (Registered Investment Advisor)

Primary Responsibilities:

-Develop comprehensive financial plans

-Asset allocation & portfolio construction

-Retirement planning and income strategies

-College savings and legacy planning

-Monitor risk-adjusted returns

-High-net-worth financial guidance

How They Work with Us:

-Integrate Ai Merchantry’s life insurance, annuity, and premium-financing solutions into client portfolios

-Use Asset-Map and other tools to create visual inventories and collaborate across disciplines

-Refer clients to tax or legal specialists within the Ai Merchantry network

-Operate as fractional advisors within our extended planning team

Tax Strategies That Work as Hard as You Do.

Tax Planning

Key Roles:

-Certified Public Accountant (CPA)

-Chief Financial Officer (CFO)

-Enrolled Agent (EA)

-Tax Attorney

-Business Tax Strategist

-Forensic Accountant

Primary Responsibilities:

-Minimize tax liabilities through proactive strategies

-Ensure tax compliance and optimize deductions

-Integrate tax-efficiency into investment and business structures

-Advise on tax-advantaged retirement and insurance products

-Provide entity structuring for business owners

How They Work with Us:

-Partner on tax-efficient insurance strategies (e.g., IUL, Roth alternatives, Section 162 Bonus Plans)

-Jointly review Asset-Map reports to optimize tax positioning

-Collaborate on estate tax mitigation and succession plans

-Educate clients in our curated seminars/webinars on tax planning

Protect What You’ve Built. Preserve What Matters.

Legal Services

Key Roles:

-Estate Planning Attorney

-Business Attorney

-Elder Law Attorney

-Tax Attorney

-Trust & Probate Specialist

Primary Responsibilities:

-Draft wills, trusts, powers of attorney, and healthcare directives

-Guide entity formation, contracts, and legal structure for businesses

-Protect assets from creditors and liabilities

-Navigate elder care law, Medicaid planning, and guardianship

-Administer estate and trust settlements

How They Work with Us:

-Use Ai Merchantry's services to structure buy-sell agreements, ILITs, or charitable trusts

-Serve as legal extensions of the client’s financial advisory team

-Partner on creating bulletproof family governance and legacy plans

-Join the fractional family office model as outsourced general counsel

Safeguard Today. Secure Tomorrow.

Risk Mitigation

Key Roles:

-Insurance Advisor / Specialist

-Risk Manager

-Actuary

-Certified Risk Manager (CRM)

-Cybersecurity Consultant (for high-net-worth business owners)

Primary Responsibilities:

-Protect income and assets from loss, liability, or market volatility

-Structure life, disability, long-term care, and liability insurance

-Create contingency plans and evaluate loss scenarios

-Monitor insurance portfolios for gaps

-Address business continuity and succession risks

How They Work with Us:

-Design protection-first strategies with products like IULs, annuities, LTC, and executive benefits

-Collaborate with wealth managers, CPAs, and attorneys to fill in planning gaps

-Lead educational content in our seminars on personal and business risk planning

-Offer underwriting support and advanced case design

Move With Intention. Exit With Confidence.

Business Advisory

Key Roles:

-Business Consultant

-Exit Planning Advisor

-Valuation Specialist

-Certified Business Intermediary (CBI)

-M&A Advisor

-Fractional CFO or COO

Primary Responsibilities:

-Guide strategic business decisions and scaling opportunities

-Design succession and exit plans

-Help with valuations, sales, or mergers/acquisitions

-Recommend entity structures for tax/legal optimization

-Provide operational and financial systems consulting

How They Work with Us:

-Introduce business owners to Ai Merchantry for solutions like buy-sell agreements, executive bonus plans, and premium-financed life insurance

-Collaborate on key-person coverage and exit strategy alignment

-Plug into our business owner's solutions (BOSS) program

Serve as fractional resources for business clients in our advisory network

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