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.

We have been associated with Philadelphia-based Clark Capital Management Group, Inc. literally since day one. Clark is a family and employee owned Independent Investment Advisory firm that provides institutional-quality investment solutions that allows Heritage members to help their clients achieve what matters most to them.


Paul Binnion is Clark Capital's Executive Vice president and one of THI's oldest and most respected friends. Paul brings all of his considerable personal expertise as well as the resources of one of America's most trusted advisory firms to the task of helping professionals to develop their wealth advisory practices. Paul is well-versed in heritage planning and the Heritage Process, and he has helped to make Clark Capital Management Group an indispensable asset for Heritage members. You can reach Paul @:


www.ccmg.com

pbinnion@ccmg.com

800-766-2264

THI's other Strategic Partner is C.O.R.E. GROUP, USA. CORE has also 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

CLARK CAPITAL MANAGEMENT GROUP, INC

C.O.R.E. GROUP, USA

Meet THI’s Stragetic Partners

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