Risk Management Solutions
Adding Time and Value
Advisory practices have higher enterprise value when risk management solutions are part of their product mix. Life insurance, annuities, disability insurance, and long term care add product diversification which is often immune to stock market turmoil. These products are backed by the underwriting company and add an element of safety and security. Additionally, the structure and benefits associated with risk management solutions build succession planning into the mix.
INTEGRATED SUCCESSION PARTNERS WITH INSURANCE MARKETING ORGANIZATIONS THAT HAVE THE CAPABILITIES, TURNKEY SOLUTIONS, AND SCALE TO DELIVER.
OUR CLIENTS GET:
Nationwide Sales Support and Wholesaler Coverage
Top-Tier Case Management, Underwriting, and Customer Service
Practice Management
Participation at Industry Events and Online Education
Comprehensive Producer Portal
Online Contracting and Underwriting Capabilities
E-Apps, E-Delivery, and Mobile App Technology
Advanced Markets Support, Ash Life Audit
Palladium - A Platform Specifically Designed for the RIA Market
IF YOU’RE INTERESTED IN RISK MANAGEMENT SOLUTIONS THAT ADD TIME AND VALUE TO YOUR PRACTICE, CONTACT US BELOW:
An Integrated Succession specialist will be in touch within 48 hours