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RIA Insurance Solutions Resource Center


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Truelytics is the premier transition management platform that provides financial professionals interested in buying or selling a firm with the valuation tools, assessment models, advice, and anything else a potential buyer or seller may need. FIG and RIA Insurance Solutions have an enterprise agreement with Truelytics so advisors working with us for insurance get access to Truelytics at no cost.

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Quinci™ Powered by SIMON

We're proud to offer the industry's first end-to-end digital sales platform that provides financial professionals with product education, analytics, seamless execution, and in-depth business management through a partnership with SIMON Markets' digital platform for wealth management professionals.

annuity education

Annuities 101:
Understanding the Basics

Annuity Riders

Fee-based Vs. Commissionable Annuities

Income Riders: How Do They Work?


Annuity Product Guide


MYGA Whitepaper

Relevant Third Party Resources

life insurance education

Cheerful Seniors

Life Insurance Needs Analysis

Family Fun

Term & Permanent Life Insurance: Whitepaper

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CAR Case Studies

Relevant Third Party Resources

General insurance planning

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Insurance Client Needs Timeline


Offering Insurance Products as an RIA


How To Sell Insurance as an RIA

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