ID Solution

A Comprehensive Insurance Solution for Independent Investment Advisors

As a trusted advisor, it is crucial to provide your clients with comprehensive financial guidance. Insurance is a key component of the mix. If you have not yet made insurance a part of your service offering, Insurance Decisions can help you get there.

We understand the reasons why RIAs don’t offer insurance advice, whether it is because of compensation arrangements, a lack of time and resources, or medical invasiveness. Insurance Decisions has the resourcesinsight and answers for you to provide real value to all of your clients’ insurance needs in an efficient, consultative and process-driven manner.

Founded by a Registered Investment Advisory firm, Insurance Decisions’ roots are firmly planted in the space.  We understand the increasingly complex needs of high-net-worth individuals and businesses. We also understand your fiduciary responsibility and partner with you to develop the right strategy for you and your clients. Our program includes a lifetime non-solicitation and non-compete agreement to give you peace of mind for the security of your client relationships.

Insurance Decisions goes right down deep where all the facts, figures and numbers are. We thoroughly study everything that affects your clients’ insurance situation. With solid research in front of us and extensive experience behind us, we take a conservative approach and formulate an actionable plan.

You see, we do not simply give insurance advice. We partner with you in maintaining a successful insurance solution for you and your clients.