As fee-only fiduciary advisors we do not hold any insurance licensing or sell insurance products. However, our partnership with DPL Financial allows us to help our clients access various types of insurance products on a zero-commission basis, meaning the client can get more protection for the same premium in many cases.
Insurance types available include:
Cash Value Life
Fixed Index Annuities
Single Premium Annuities
Hybrid Life / Long-Term Care
In some instances, the cash value of insurance policies can be billed as part of the AUM in the clients financial plan or an insurance planning fee arrangement can be structured.
Whether you are looking to grow your client base or prepare for a retirement transition, Integra may be a great solution. We believe that talking never hurts and suggest that you call Tom Breiter at (941) 778-1900 today to start a conversation.