Each RIA practice is different, and many transition business models over time. Most insurance partners have a rigid approach that only fits some RIAs. Our flexible model allows us to work with your firm, even if you re-adjust your process multiple times. Our first step is to get to know you, your firm model, and your operations and technology platforms. From there, we’ll customize our relationship and design the best way to work together to offer insurance to your clients.
Insurance Support with RIA Expertise
Your firm has the people, licenses, and resources needed to implement insurance solutions. You need a partner that understands RIAs and aligns with your principles of transparency, independence, and customer focus to identify and implement the best solutions for your clients. We make insurance easy by providing top-tier research, product access, case design, and integrate it all into your platform.
Outsourced Insurance Desk (OID)
Your firm understands that insurance is an integral part of a holistic financial plan, but you don’t have the implementation resources for insurance. We’re able to be your firm’s personal insurance department that writes the insurance solutions your clients need. And since they’re your clients, you’re always involved in the financial decisions. RIA Insurance Solutions has properly licensed financial professionals that can write fixed and variable insurance business to support your needs.
Mergers and Acquisitions
RIA firms often see the value of insurance planning and the opportunity for enterprise growth by bringing it in-house. Many financial professionals understand the expansion in the advisory and financial planning market and view these services as a complement to their business model. Like bringing tax planning in-house by buying a CPA firm, why not consider the same opportunity with a vetted local insurance professional or firm? At RIA Insurance Solutions, we offer you a model to assist in acquiring or establishing an insurance planning business. If you’d prefer to partner with a local financial professional, we can help connect you with an insurance-licensed professional that’ll fit your service model and culture.
Our systematized programs create cost-saving efficiencies to your RIA by providing technical resources at each touchpoint of the insurance application process.
The result is a seamless integration into your advisory practice and a smooth, managed experience for your client.
Access to a broad range of fee-based products
• Innovative planning ideas
• Access to fee-based products
• Concept sharing
• Case consultation
• Corporate alliance
• Dedicated products teams
• Case management logistics
• Compliance and tech workflow
• Internal underwriting
• Real-time case status on
• Immediate release of important
product and underwriting
REPORTING & CLIENT
• Customized reporting
• Integration of data into your firm’s client reporting software
• Portal access
UNDERWRITING EXPERTISE & COMPLIANCE SUPPORT
• Branded advisor portal
• Supervision procedural process
• Fully customized
• Product access and comparisons