Solutions

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

STRATEGY

  • Innovative Planning Ideas

  • Access to Fee-Based Products

  • Concept Sharing

  • Case Consultation

  • Electronic Marketing

  • Corporate Alliance

  • Dedicated Products Teams

NEW BUSINESS

MANAGEMENT

  • Case Management Logistics

  • Compliance and Tech Workflow

  • Internal Underwriting

  • Real Time Case Status on Dashboard Portal

  • Top Carrier Relationships – Negotiations

  • Immediate Release of Important Product and Underwriting Updates

  • E-App

CONTRACTING

& REPORTING

  • Customized Reporting

  • Customized Commission Hierarchy

  • Portal Access

TECHNOLOGY

  • Branded Advisor Portal

  • i-comply

  • Supervision Procedural Process

  • All Customized

  • Quoting

  • Contracting

  • Product Access & Comparisons

© 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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