One Insurance Solution (OIS) will provide a deep dive into the different affiliation options available for RIAs when it comes to implementing insurance solutions as part of a financial plan. Fee-Only? Hybrid? Active Series 7 license, or not? Regardless of your current business model, solutions and resources exist to support your clients' annuity, life insurance, and long-term care insurance.
Once the "how" is covered, we will assess case studies highlighting key areas that RIAs can provide enhanced value to their clients by partnering with an insurance planning team.
Learning Objectives:
Differentiate which insurance solution subsets are available based on different licensure and business models.
Determine the most appropriate path for your office to engage in insurance-related activities.
Identify potential opportunities to incorporate insurance planning to enhance client outcomes and experiences.
