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.
Educational Events
Wednesday, May 22, 2024
11:00 am ET | 10:00 am CT | 9:00 am MT | 8:00 am PT
*Accepted by CFP® Board to qualify for 1 CE Credit hour
Estate Planning is a key element in every client’s comprehensive financial plan.
Join Attorney Jill Miller as she discusses how to optimize your time and productivity while engaging with attorneys.
Topics Include:
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The basics of Estate Planning
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Best practices you can use when interviewing attorneys to work with your clients
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Experiences of working with Financial Professionals: what works & what doesn’t
Questions? Submit them on the registration link or ask them live on the webinar.