At Your Service
We specialize in supporting RIAs with a one-stop-shop for all insurance needs. Consider OIS your dedicated partner who fully supports integrating annuities, life insurance, and long-term care solutions into your unique business model the way you want.
The Policy Care Program is our most sought-after service. Our team helps aggregate and manage your client's insurance policies, regardless of your current licensing status or location.
The Outsourced Insurance Desk enables you to provide exceptional insurance planning services nationwide, even if you’re not licensed everywhere. We serve as the agent of record while you remain compliant and in control of client engagement.
The Insurance Concierge service is invaluable for advisors who are active in the insurance space. From managing licensing, state appointments, and carrier contracting; to providing advanced case planning support and technology, OIS operates as a seamless extension of your team.