The Heritage Institute’s Strategic Partners stand ready to assist Heritage Members as they identify, reach and engage clients in 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 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 @:

www.coregroupusa.com

Arizona 800-991-6695

Indiana 866-482-6002

C.O.R.E. GROUP, USA

Meet more of the THI Community

THI Partners     Regional Directors     Staff     Strategic Partners      Strategic Resources

Insurance Design Group

IDG was founded on the premise that collaborative relationships can better deliver world class planning solutions for your ultra-affluent clients, while lavishing them with extravagant service. Through our parent company, Ownership Advisors, Inc., we have access to the nation's preeminent authority on the life insurance solutions for the ultra-affluent, M Financial Group. Our access to M Financial's product expertise, along with the collaborative design experience of the IDG team, positions us to be your invited consultant for advanced estate and business oriented cases.

IDG's sole focus is helping professional advisors enhance their ultra-affluent clients' wealth transfer with innovative, proprietary insurance products that cost less and perform better. These exclusive and proprietary insurance products are designed specifically for ultra-affluent clients. We work on behalf of professional advisors, enhancing their clients' insurance policies and strategies.

www.theIDGteam.com

Ohio 216.328.5534

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Sporting Culture Press

THI is pleased to introduce Sporting Culture Press (SCP), our newest Strategic Partner.  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 www.whatmattersbook.com.  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:

e: bret@sportingculturepress.com

p: 720-352-5439