We Understand Your Business and Will Bring Clarity to the Complex

The RIA’s premier solution for Life, Annuity and Care Planning Insurance needs. 

RIA Insurance Solutions is a full-service partner designed for financial professionals to aid in the insurance sector of planning. We’re proud to align with some of the nation’s most distinguished RIAs to creatively construct tailored insurance platforms.

 

We’ll help by focusing on life insurance, annuity, and care planning needs. It’s much more than products and sales. Our team will align with your firm’s unique methods to support your holistic design and maximize planning strategies within a client’s portfolio.

We believe that insurance and risk management

are key components of any holistic financial plan.

Designated product research professionals with access to 80 insurance carriers 

Remain in control of your client’s complete retirement portfolio

Leverage expertise for top asset protection strategies

Access to fee-based solutions

Your clients only see RIA focused solutions

Full-service client application processes

Increased client retention and next generation asset transfer strategies

Ability to show insurance solutions in industry leading FinTech tools

Our Commitment To Financial Professionals and Their Clients

Independence

We aren’t owned by an insurance company or private equity firm. Like our partners, we have an objective approach to decision making.
 

Focus on Client Outcomes

We have access to numerous carriers and products. We work with our partners to find the best solutions that align with their clients’ financial plans, goals, and insurance needs.
 

Expertise

Our knowledge and resources are always ready to support your business and clients. We have insurance and securities-licensed consultants with financial planning expertise that can act as the writing agent or assist with the selection of insurance solutions. 
 

Transparency

Transparency is integral to our business model and interactions with financial professionals and clients.  There are no affiliation or client fees to work with RIA Insurance Solutions. We play an important role assisting financial professionals and their clients to select and implement the right insurance solution.  We only work with carriers that value the support of an independent partner and we are compensated by carriers when clients purchase a product. 

Technology

We know that technology is an important part of your business.  We will help your RIA to integrate the insurance solutions into your technology platform.  Our goal is to submit all insurance applications digitally and streamline the insurance and reporting process for our financial professionals and their clients.

Flexible Approach

RIA Insurance Solutions will customize insurance planning workflows with the advisor’s business model and processes.  We know that although all RIAs are fiduciaries, there are a variety of RIA business models.  As RIAs transition their model to better serve their clients, our flexible approach can adapt along with the RIA to support their client’s insurance needs. 

 
No Sales Contests or Incentive Trips

You can rest easy knowing there are never any sales contests for financial professionals, carriers, or products. We only focus on finding the best solutions for clients to minimize any conflicts of interest.

A PROUD MEMBER OF THE FAMILY

The Family of Companies were created and thrive because of those we serve, the financial professional. Supported by countless years of subject matter expertise within financial services, our people are acutely focused on the continued development of enterprise value for our affiliated clients and partners.  Financial independence is at the forefront of the decisions we make daily and in the best interest of our clients.

 

LET'S CONNECT

Stop Looking At Insurance Planning As A Necessity And Look At It As An Opportunity. 

 

We are ready to start working for you!

833-652-0426

19520 West Catawba Ave, Suite 200

Cornelius, North Carolina  28031

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© 2020 by RIA Insurance Solutions, Financial Independence Group. For financial professional use only.

 

Financial Independence Group, LLC (“FIG”) is an insurance marketing organization. FIG is not a registered investment advisor or broker dealer. We provide support for the insurance business of investment advisor representatives and registered representatives who act in an insurance agent capacity

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