The program enables RIAs to aggregate all their clients' fixed and variable insurance policies, regardless of license status. We maintain licenses and carrier appointments in all 50 states, so you do not have to.
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RIAs that have recently transitioned or are planning to transition away from a Broker-Dealer.
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RIAs focused on growing their business by merging with or acquiring other practices.
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RIAs that have clients with held-away insurance assets.
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Reliable Partnership
Your clients’ policies will be with a reputable partner who is not competing for your clients’ business.
Visibility
We get direct data feeds from insurance carriers and provide technology allowing you to view contract details.
In Force Policy Management & Support
Save time by sending policy services requests to our team. We will correspond with the carriers to ensure timely execution.
Policy Reviews & Competitive Product Analysis
Our Insurance Consultants will review current policies against the marketplace to identify opportunities to save costs or increase benefits and provide solutions to do so.
Avoid Costly Mistakes
Our team will provide updates on time-sensitive items such as conversion dates, annuitization notices, premium payments, and more.
Key Benefits
Reliable Partnership
Your clients’ policies will be with a reputable partner who is not competing for your clients’ business.
Visibility
We get direct data feeds from insurance carriers and provide technology allowing you to view contract details.
In Force Policy Management & Support
Save time by sending policy services requests to our team. We will correspond with the carriers to ensure timely execution.
Policy Reviews & Competitive Product Analysis
Our Insurance Consultants will review current policies against the marketplace to identify opportunities to save costs or increase benefits and provide solutions to do so.
Avoid Costly Mistakes
Our team will provide updates on time-sensitive items such as conversion dates, annuitization notices, premium payments, and more.
Designed For...
RIAs focused on growing their business by merging with or acquiring other practices.
RIAs that have clients with held-away insurance assets.
RIAs that have recently transitioned or are planning to transition away from a Broker-Dealer.