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Protective Planning

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

Unbiased Insurance Solutions


One Platform to
Identify Insurance Needs & Solutions




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.

Client-Centric Approach


Designed for people who want market exposure and tax deferred growth.



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.


a Legacy

Designed for people who want to protect the financial well-being of those they care for most.



Designed for people who want to efficiently transfer wealth from generation to generation.

Expert Insurance Team

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.

Streamlined Process

Establish Planning & Risk Profile

Case Review & Proposal Delivery


Setup Joint
Meeting with

OIS Initiates

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). 

Become a Partner

Send a Message

Connect with Us

General 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!

Events | Articles & News

Events | Articles & News

Carrier Partners

Carrier Partners

Protective Planning
Made Easier.

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