The Heritage Institute's Strategic Partners stand ready to assist Heritage Members as they identify, reach and engage clients in Heritage Design and The Heritage ProcessTM. They are thoroughly versed in our training. They can help you to achieve your goals and objectives right out the gate because they don't need to be brought up to speed on the details. They understand Heritage Design and The Heritage ProcessTM, they are familiar with THI and its operations, and they are leaders in their respective fields.

The objective of our Strategic Partners is to help our members spend their time where it is most productive: with their clients.

We are proud to be associated with our Strategic Partners,  and pleased to be able to introduce them to you here.

Helping advisors focus on the client.

C.O.R.E. GROUP, USA. has been with THI since the beginning. CORE delivers value in the form of a range of important services, from planning to business processing. CORE's Relationship Managers, Case Design Services and Case Management help them stand apart from other life and annuity distributors.

To know CORE is to know CEO Jack Beatty. Jack's wisdom, insight and tireless support for the THI mission, along with his unique instructional manner, have helped to make this Strategic Partnership a truly remarkable journey. And, if you've read Jack's white papers on topics including Decision-Making, Roles and Change, Team Collaboration and Strategic Alliances, you appreciate the concrete value that he and CORE deliver to the THI community. Reach CORE @:

Arizona 800-991-6695

Indiana 866-482-6002


Meet more of the THI Community

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THI Partners      Staff          Strategic Resources

Sporting Culture Press

Sporting Culture Press (SCP) creates, publishes and distributes original content in print, digital and video forms.  One of SCP's founder is THI member Bret Gardner, who many of you already know.

SCP has assumed printing, distribution and promotion of the novel What Matters, and has just launched a major new website at  They are also completing production of the audio version of What Matters, which will go on sale in February, 2013.  You can hear a sample of the audio on the What Matters site.

SCP is developing  a series of workbooks to accompany What Matters for use by families, advisors and non-profit organizations, and they are preparing to produce a series of  high-quality videos of THI Academies.

Why the name 'Sporting Culture?'  In addition to the products and services designed to add value to the work done by members of the THI community, SCP is also launching the web's most comprehensive site focused on the outdoor lifestyle (think webmd 'authority' style, but for outdoors folk!)  And, SCP is also publishing a new series of historical fiction books featuring the legendary character Thomas E. Scoundrel, written by our pal Brad Haga.

You can reach Bret Gardner in Colorado at:


p: 720-352-5439

Dan Garrett

Abilene, TX

  1. (800)979-1906

The mission of Abilene Christian University is to educate students for Christian service and leadership throughout the world.

Heritage Institute Press was created to deliver value to advisors and their businesses in the form of effective and original products and services, from white papers to web sites. Everything we do is designed specifically to help make Heritage Design a meaningful, fulfilling and profitable part of your business.

Heritage Institute Press is the world’s window to your business.

Email us HERE

Stratton Consulting Group’s assessment tools assist wealth advisors, executive coaches and consultants to focus on communication training through assessments. Their designers, consultants, facilitators, executive coaches, and trainers help to bring the best practices and tools to bear on behalf of advisors’ clients.

Stratton has also fine-tuned an approach to behavioral and organizational change that provides focus, energy, and intensity to firms faced with the pressures of change and growth. Their Stratton Consulting Group has also developed a portfolio of communication and leadership tools designed to significantly impact a leader’s effectiveness.

Stratton’s client list includes top executives at JP Morgan Chase, Bank of the West, Covidien, Bayer Healthcare and many others within the financial, insurance, and healthcare industries.

320 Granit Run Drive, Suite 200

Lancaster, PA 17601

(717) 207 - 7116

Stratton Consulting Group, LLC