Adding Expertise to Your Team and Value to Your Clients.
We all know that it's hard to do everything in this complex and ever-shifting financial planning world. Whether you’re a bank, an insurance company, or a Registered Investment Advisor (RIA), we're committed to partnering with you to ensure your clients have the right expertise at the right time. We look to understand your business first and then our job is to provide complementary services and products to help you support your clients.For Banks, Insurance Companies, Registered Investment Advisors, and more.
Independence
Customizable
affiliation options to fit any business model- Extensive
insurance solutions available in an open-architecture model
- Business partner
owns their book of business and builds equity
- Independent
services that complement the partner's primary business
Support
- inSOURCE
Marketing Services dedicated marketing team for strategic initiatives
- Business
processing and case management support
- Technology
support (CRM, illustration software, DocuSign, cloud storage, and more)
- Dedicated
planning experts
- Advanced
solutions and design team (including business valuation services)
- Specialized
training - in-person, virtual, and on-demand
- Dedicated
practice management support
- Dedicated
licensing and contracting support
- Turnkey
operations that keep the organization focused on its core business
Revenue Growth
- Increase the
revenue-generating lines of business for our partners
- Uncover revenue
opportunities with existing partner clients
- Referrals from
other inSOURCE brands (inSOURCE Marketing Services, HomeCare Advocacy
Network (HCAN), inSOURCEx, and inSOURCE Group Benefits)
- Strong commission
payouts
