Our mission is to be the most trusted insurance partner for fiduciaries and financial planners that want to create insured outcomes for their clients.
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
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.
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 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.
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.
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.