RIA Insurance Solutions Resource Center

INNOVATIVE Tools

Logo_truelytics.png

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.

Watch this video to see Quinci™ in action or contact us to learn more about this groundbreaking platform.

quinci pb SIMON logo OFFICIAL-02.png

Watch this video to see Quinci™ in action or contact us to learn more about this groundbreaking platform.

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

Fee-based Vs. Commissionable Annuities

Annuity Riders

Income Riders: How Do They Work?

FIG-BP-11.26.18-InfographicHdr.jpg.jpg

Annuity Product Guide

FIG_BP_Ann-OverDeliver_v1.png.png

MYGA Whitepaper

Relevant Third Party Resources

life insurance education

Cheerful Seniors

Life Insurance Needs Analysis

Family Fun

Term & Permanent Life Insurance: Whitepaper

Father and Daughter Having Breakfast

CAR Case Studies

Relevant Third Party Resources

General insurance planning

mediamodifier_image (1).png

Insurance Client Needs Timeline

FIG_03.7.19_PortfolioVsPlanning_BPImage-

Offering Insurance Products as an RIA

FIG_02.22.19_SurgeTomorrowToday_BPImage-

How To Sell Insurance as an RIA