“Delivering a complete, unbiased planning expertise by way of our very personal outsourced insurance coverage desk was a should to correctly meet the longevity planning wants of RIAs and their shoppers,” mentioned Jamie Kosharek, President of Producers Alternative Community. “PCN, in partnership with FIDx, is now in a position to provide an all-in-one insurance coverage resolution to RIAs throughout the core of their enterprise.”
OIS connects RIAs to concierge enterprise help, superior schooling, case design, environment friendly underwriting, and 24/7 digital entry through one complete insurance coverage platform.
“Having a totally digital course of to attach all events to a single expertise for the tip shopper is the important thing,” mentioned Wealthy Romano, CEO of FIDx. “We realized this just a few years in the past and discovering like-minded organizations like PCN who deliver an unbelievable quantity of expertise in working with RIAs will additional this objective. Like FIDx, they perceive the challenges in providing annuities to their shoppers who want revenue and insurance coverage options. Additionally they know annuities needs to be as simple to implement as mutual funds, it doesn’t matter what kind of advisor you’re.”
RIAs who’re with out the licenses obligatory to offer annuity, life and long-term care insurance coverage options to their shoppers can companion with OIS in help of their protecting planning wants.
Past the inherent shopper advantages of incorporating annuity, life, and long-term care insurance coverage options, OIS serves as an extension of the RIA’s staff, whereas retaining all belongings below the RIA’s fiduciary umbrella.
“OIS is optimized to suit into the best way RIAs do enterprise in help of their shopper relationships and might even cut back prices as they prolong their back-office productiveness by way of our platform using our e-delivery expertise,” added Kosharek.
One Insurance coverage Answer is now accessible to RIAs throughout the nation. Be taught extra by visiting www.1insurancesolution.com
About FIDx
Fiduciary Alternate LLC (FIDx) is a technology-empowered community that seamlessly integrates the brokerage, insurance coverage, and advisory ecosystems for best-in-class annuities and insurance coverage options from the trade’s main carriers. FIDx allows advisors to supply assured revenue and draw back safety as core elements of their shoppers’ portfolios—built-in throughout the identical wealth administration platforms they already use every single day. An impartial expertise agency, FIDx connects advisory companies to insurance coverage carriers by way of a seamless, digitally-enabled course of so advisors can really ship complete recommendation and assist shoppers attain their targets.
To study extra, please go to https://fid-x.com/ and comply with FIDx on LinkedIn.
Media Contacts:
Dana Taormina
JConnelly for FIDx
973.647.4626
[email protected]
Josh Lackowski
Producers Alternative Community®
[email protected]
SOURCE Fiduciary Alternate LLC (FIDx)
