top of page

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.

OIS Logo_2023_RGB_Color.png

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:

  • The basics of Estate Planning

  • Best practices you can use when interviewing attorneys to work with your clients

  • 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.

Questions? We're Here to Help!
Call (877) 726-1647

bottom of page