Protective Planning
Made Easier.
One Insurance Solution for RIAs (OIS), powered by PCN, provides the fee-based RIA community with unbiased annuity, long-term care and life insurance solutions in support of their clients' protective planning needs.
With OIS, connect to best-in-class insurance services, solutions and technologies designed to fit your unique client engagement model with ease.
Unbiased Insurance Solutions
One Platform to
Identify Insurance Needs & Solutions
Low-Cost
Commission-Free
Products
Concierge Support from FINRA Registered
OIS Consultants
Maintain Control Over Assets Under Management
Client-Centric Approach
At OIS, we take a client-centric comprehensive approach acting with integrity, transparency, and honesty in support of those you serve.
Maintain full visibility throughout the insurance planning and policy issuing process as our insurance solution consultants deliver practical education and pre-reviewed plan option recommendations to assist in achieving your clients' goals.
While OIS serves as your agent of record, you remain compliant and in complete control of engagement levels with your clients.
With OIS right by your side, protect your clients financial situation with strategic solutions.
Wealth
Accumulation
Designed for people who want market exposure and tax deferred growth.
Protected
Income
Designed for people who want a predictable income stream guaranteed for life.
Principal Protection
Designed for people who are looking for financial safety with conservative growth.
Leaving
a Legacy
Designed for people who want to protect the financial well-being of those they care for most.
Wealth
Transfer
Designed for people who want to efficiently transfer wealth from generation to generation.
Expert Insurance Team
OIS's expert insurance planning consultants help RIAs grow their business, boost efficiency, and save on cost by bringing the value of viable solutions to clients the way they want to administer with all the benefits of trusted partner support.
Grow AUM
Comprehensive Solution Options
Product Improvement Identification
Consolidated Asset Management
Boost Efficiency
24/7 Online Accessibility
Real-Time Compliance & Suitability
Integrated Account Order Entry
Save on Cost
Virtually Eliminate Errors (NIGOs)
E-Delivery & E-Signature
Extended Back Office Support
Streamlined Process
OIS's streamlined process ensures that you remain as the center-point of guidance. As an extension of your team, our goal is in support of your clients' objectives as we provide optimal protection planning insurance solutions to meet their needs.
Rest assured, you do not need to spend your time on licensing, contracting, product research or training, case design, application processing, or carrier follow-ups. We take care of it all for you!
So get ready to maximize your time and accelerate productivity with a dedicated partner you can count on.
Establish Planning & Risk Profile
Case Review & Proposal Delivery
Review
Proposal
Setup Joint
Meeting with
Client
OIS Initiates
Business
Take the first step in becoming a partner by selecting one of the active form buttons below and submit as an registered investment advisor firm (RIA) or investment advisor representative (IAR).
Become a Partner
Connect with Us
Events | Articles & News
Article | Multigenerational planning opportunities with tax-deferred annuities
News | OIS/Jackson National Partnership Press Release
Carrier Partners
