Protective Planning
Made Easier.

One Insurance Solution for RIAs (OIS), powered by Producers Choice Network (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

Low-Cost 
Commission-Free
Products

Concierge Support from FINRA Registered 
OIS Consultants 

One Platform to
Identify Insurance Needs & Solutions

Maintain Control Over Assets Under Management

Client-Centric Approach 

At OIS, we take a client-centric approach acting with integrity, transparency and honesty in support of those you serve. 

We are committed to delivering practical education and pre-reviewed plan option recommendations to assist in achieving your clients' goals. While OIS serves as your agent of record (AOR), you remain compliant and in complete control of engagement levels with your clients. You also maintain full visibility every step of the way of the insurance planning and policy issuing process.   

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 consultants help RIAs grow their business by bringing the value of guaranteed income and protection solutions to clients the way they want to administer with all the benefits of trusted partner support.

 

Boost efficiency by utilizing OIS's comprehensive insurance solution platform for researching, facilitating the purchase of, and monitoring insurance solutions alongside traditional assets. Save on cost as you utilize streamlined business processing and management tools designed to maximize productivity.

 

Take full advantage of OIS's expert consultative team who work diligently on behalf of you and your clients' best interest.

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

Become a Partner

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). 

 

Questions? We're here to help!

Connect with an OIS consultant by sending a message today. We look forward to serving you and your clients well.

Thank you for your message. An OIS consultant will contact you soon!

 

Connect with Us

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Protective Planning
Made Easier.