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Current Financial Topics from 401k to Retirement Strategies to News and Local Independence Financial Partners Events

Coventry Resident Inducted into the Signator Investors, Inc. ‘Hall of Fame’

Karl Green recognized for long standing commitment to integrity and excellence in customer service in financial services

BOSTON, MA - July 22, 2015 – Coventry resident Karl W. Green of Independence Financial Partners, was recently inducted into the Signator Investors, Inc.  Hall of Fame. Since the inception of the Hall of Fame in 1956, fewer than 250 financial representatives have joined the elite group.  The main criterion for being tapped for the honor is earning the company’s ACE (Achieving Client Excellence) award at least 15 times.

Each year, only a select number of representatives receive the ACE award, which highlights client excellence, personal ethics and integrity, and the ability to solve clients’ financial needs.  

“To be inducted into Signator’s Hall of Fame, financial representatives must have proven their commitment to providing exceptional client service throughout their careers,” explained Brian Heapps, CLU®, ChFC®, president. “We look to our ‘Hall of Famers’ to be role models in our business based on a foundation of integrity and service. It’s a great pleasure to welcome Karl as one of our newest inductees.”

An industry veteran with more than 30 years of service, Green is a life and qualifying member of the Million Dollar Round Table.

About Signator Investors

Founded in 1968, Signator Investors, Inc., powered by John Hancock Financial Network, is an independent broker/dealer-Registered Investment Adviser based in Boston, Mass., that supports a national network of independent firms with more than 1,600 advisors and representatives across the U.S.

Signator partners with financial professionals who have proven experience and share its commitment to putting clients first. The firm’s open product platform includes a comprehensive range of investment, advisory and preservation products from leading carriers.  And its first-class support, wealth of local and national resources and flexible business models help entrepreneurially minded financial professionals ensure that their clients are well taken care of. For more information, please visit

* The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc.  and the John Hancock family of companies.  The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary preservation and wealth products.  No other factors are considered.  Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

* The Hall of Fame was an elite group of financial representatives of former broker-dealer Signator Investors, Inc. and the John Hancock family of companies.  To be included in the HOF, inductees need to qualify for the ACE award 15 times. 

Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.

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A New Direction For Your 401(K)?

A New Direction For Your 401(K)?

Does your company provide a 401(k) plan for its employees? If it does, you may defer part of your salary via payroll deductions, up to annual limits, and have the funds in your account accumulate on a tax-deferred basis. For 2015, the maximum deferral is $18,000 or $24,000 if you're age 50 or over. In addition, your company may kick in matching contributions up to a stated percentage of your compensation. And there's no tax on earnings within your account until you make withdrawals.

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The Value Of A Financial Planner

The Value Of A Financial Planner

TV talking heads, industry insiders, world famous economists and of course your family and friends are more than happy to suggest how you should plan your retirement and where you should invest your money. But, an Independence Financial Partner financial advisor has the experience and tools to prepare a retirement readiness assessment with you

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Independence Financial Partners Deepens Investment Research Expertise with New Initiatives

Independence Financial Partners Deepens Investment Research Expertise with New Initiatives


“The IFP Investment Advisory Group and Professional Development Initiative represent our uncompromising commitment to providing both our clients and our advisors with access to innovative thought leadership and effective strategies in financial planning,” stated Richard Beaulieu, Managing Partner at IFP.

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IFP Research: May 2015 Investment Advisory Group Commentary

IFP Research: May 2015 Investment Advisory Group Commentary

As economies across the globe move into or out of quantitative easing, the ripple effects are coming ashore for investors.

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Our in-house investment research and advisory group shares insights on the ripple effects of quantitative easing, currency fluctuations, volatility uncertainty and more.

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100+ Years of Experience
Established in 1909, Independence Financial Partners' history is a testament to our dedication to our clients. Today, our full service firm serves Southern New England from its main offices in Warwick, Rhode Island and Rocky Hill, Connecticut.

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Independence Financial Partners has been helping individuals, families and businesses achieve their financial goals for over 100 years.



We strive to help clients grow and preserve their investments and businesses
through genuine partnership and deep expertise.

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935 Jefferson Blvd
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          Warwick, RI 02886

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