Solutions

RIA Insurance Solutions provides your firm a full-service insurance platform. 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.

PRODUCT ACCESS & EXPERTISE

NEW BUSINESS

MANAGEMENT

  • E-Apps

  • Case Management Team to Support Pending Business

  • Compliance and Tech Workflow

  • Internal Underwriting

  • Real-Time Case Status on Dashboard Portal

  • Immediate Release of Important Product and Carrier Updates

reporting & client management

  • Customized Reporting within Advisor Portal

  • Tools and Resources to Evaluate Inforce Insurance Business

  • Best Practices for Client Insurance Reviews

  • Potential for Integration of Data Into Your Firm's Client Reporting Software

TECHNOLOGY

  • Advisor Portal

  • Expertise with Industry Leading Financial Planning Software

  • Custom iComply Tool for E-Apps

  • Integration with Envestnet/Insurance Exchange Platform

  • Insurance Quoting and Product Comparisons

  • Electronic Contracting/Licensing

© 2020 by RIA Insurance Solutions, Financial Independence Group. 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

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