Elevate your planning experience with strategic educational resources.
One Insurance Solution for RIAs (OIS) is committed to delivering comprehensive financial planning education to help keep you and your clients ahead of the ever-changing financial marketplace. Gain access to live monthly webinars, an on-demand video library, and in-person events to take your planning experience to the next level.
Three Ways for RIAs to Excel
Live Monthly
Webinars
Learn from a host of planning experts and industry leaders as they share best practices and key planning strategies in support of serving your unique business model.
On-Demand
Video Library
Explore client-centric planning segments on your schedule. Topics include estate planning, tax planning, risk management, retirement planning, and more.
In-Person
Events
Schedule for OIS to come out to your office to train your team on the latest trends in annuities and insurance and how you can implement those strategies.