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Transition to RIA: Q50 – How to offer insurance solutions as an RIA

September 20, 2021

There are a number of common misconceptions about the RIA model.  One is that you cannot offer insurance solutions in a fee based environment.  The reality is, you can offer insurance both in the traditional sense (see also my prior video on the topic) but you can also offer such solutions on an entirely fee basis.  There are new innovative insurance platforms in the marketplace that have been purpose built to accommodate the specific needs and requirements of the RIA model.  These offerings make accessible almost the entire range of insurance products and solutions.

 

DPL


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