Ep 35: RIA Insurance Solutions’ Process For Providing Expertise & Support
Episode description
Today we welcome on Dan McDonald, CFP, CLU, ChFC, Senior Vice President of RIA Insurance Solutions. His team works with all forms of RIAs to provide a wide array of insurance solutions. We invited him on to share details of those different product offerings and explain how their company works with a variety of business models to provide the best insurance solutions for RIAs and their clients.
About our guest: https://www.ria-insurancesolutions.com/
Key Points:
1:40 – Welcome in Dan
2:50 – Who is RIA Insurance Solutions and what do they do?
8:28 – Team is more than just insurance agents
12:08 – How an RIA would engage with their team
16:46 – Assisting advisors
20:07 – How 2020 accelerated growth of business
25:37 – Helping educate RIAs
30:47 – How the relationship is structured
33:52 – The process
Contact Retirement Inside Out:
Email: [email protected]
Phone: 800-527-1155
Web: figmarketing.com