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: tom.lamendola@figmarketing.com

Phone: 800-527-1155

Web: figmarketing.com