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.
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
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Innovative Planning Ideas
- Broad Access to Fee-Based and Brokerage Products for Annuities, Life, LTC, and Disability Insurance
- Unbiased Analysis & Use of 3rd Party Product Evaluation Tools
- Outsourced Insurance Desk (OID)
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Concept Sharing
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Case Consultation
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Experienced Licensing/Contracting Team
NEW BUSINESS
MANAGEMENT
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E-Apps
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Case Management Team to Support Pending Business
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Compliance and Tech Workflow
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Internal Underwriting
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Real-Time Case Status on Dashboard Portal
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Immediate Release of Important Product and Carrier Updates
reporting & client management
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Customized Reporting within Advisor Portal
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Tools and Resources to Evaluate Inforce Insurance Business
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Best Practices for Client Insurance Reviews
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Potential for Integration of Data Into Your Firm's Client Reporting Software
TECHNOLOGY
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Expertise with Industry Leading Financial Planning Software
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Custom iComply Tool for E-Apps
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Integration with Envestnet/Insurance Exchange Platform
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Insurance Quoting and Product Comparisons
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Electronic Contracting/Licensing