Insurance services are non-advisory services that may be offered to the client through Krilogy affiliate, a client’s Krilogy investment advisor representative whom is a state-licensed insurance agent. Krilogy Advisors and your financial advisor whom are licensed insurance agents are eligible to receive commissions for the sale of insurance products, including those recommended to Krilogy Financial clients. This presents certain conflicts of interest because your advisor receives a commission, a portion of which is retained by Krilogy’s affiliate, for the sale of insurance products, which creates an incentive to recommend the purchase of insurance products that pay them commissions over other investments and insurance products that pay either lower or no commissions. Krilogy and your financial advisor address this conflict by providing this disclosure to you as well as working with you to understand your assets, liabilities, and potential income gap in the event of an unforeseen death to determine if the product is suitable for you given your particular facts and circumstances. Clients may purchase insurance products recommended by Krilogy or your financial advisor through other agents that are not affiliated with Krilogy. Krilogy’s Fees will not be reduced to offset the payment of insurance commissions to your advisor and Krilogy’s affiliate. Actual commissions vary, depending upon, among other things, the type and value of the policy purchased, as well as the issuing agency or insurance company.
“Krilogy is honored to be recognized nationally for our company culture where we believe in fierce independence and operate with a ‘client-first, firm-second’ philosophy.” Entrepreneur’s Top Company Cultures list is a comprehensive ranking of U.S.-based businesses exhibiting high-performance cultures. Krilogy was recognized in 2017 and 2018 for creating an exceptional culture that drives employee engagement, exceeds employee expectations and directly impacts company success. Read MoreAward Disclosure
Advisor Growth Calculator
Every firm says they support their advisors, but we’re confident nobody delivers on it quite like Krilogy. The proof is in the growth numbers our advisors experience once they transition their business. It’s not typical. You may not even believe it until you experience it for yourself. But it’s the reason the average practicing financial advisor who joins the Krilogy team grows their practice by at least 20% annually.
You are ready to grow with Krilogy. Download our Advisor Growth Calculator to find out what that truly means for your practice 5, 7 and even 15 years down the road.
