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RIA Insurance Solutions Resource Center

INNOVATIVE Tools

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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.

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

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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?

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Annuity Product Guide

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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

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Offering Insurance Products as an RIA

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How To Sell Insurance as an RIA

LET'S CONNECT

RIA Insurance Solutions can be your trusted partner to easily incorporate insurance into your practice.

 

We are ready to start working for you!

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Schedule a call with the Head of RIA Insurance Solutions

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833-652-0426

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19520 West Catawba Ave, Suite 200

Cornelius, North Carolina  28031

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© 2020 Financial Independence Group, LLC. All rights reserved. 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. Brokerage services are offered by Oakwood Capital Securities, Inc., (OCS), a registered broker-dealer. OCS representatives may only transact business in those states for which they are properly registered. For information pertaining to the registration status, please contact the firm or refer to FINRA’s BrokerCheck website (https://brokercheck.finra.org/). This communication is offered as a source of general information about our services and is not intended as a solicitation or a recommendation.

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Member FINRASIPC.

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