Empowering advisors
to engage in protective planning.

At One Insurance Solution for RIAs (OIS), we specialize in providing comprehensive insurance solutions tailored specifically to Registered Investment Advisor (RIA) professionals and their clients.

We understand the unique challenges and risks RIAs face. OIS offers a range of services to help ensure peace of mind and reinforce your ability to provide exceptional care to your clients.

Schedule an Appointment

Three Ways for RIAs to Engage

Policy Care
Program

Aggregate your clients’ fixed and variable insurance policies, regardless of your current license status and whether or not you were the original agent.

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Outsourced
Insurance Desk

Provide your clients access to insurance solutions from anywhere in the United States, regardless of your current securities or insurance license status.

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Insurance
Concierge

Leverage our team of protective planning experts, operational business support, and technologies to provide insurance solutions as efficiently as possible.

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Ready to get started with
One Insurance Solution?

The first step towards collaborating with OIS is selecting one of the request forms below and submitting as a registered investment advisor firm (RIA) or an investment advisor representative (IAR). If you have any questions regarding your submission, connect with an OIS consultant at 877-726-1647.

Submit RIA Firm Access Request Form

Submit IAR Access Request Form