Supporting Financial Advisors & Their Holistic Planning Needs

Founded in 2021, SIP strives to provide exemplary service to financial advisors looking to add insurance and annuities to their practice, including fixed annuities, life, long term care, disability, and Medicare insurance. With a service-first mentality, the team at SIP is dedicated to helping you help your clients.

SIP boasts over 100+ carriers and over 77 years of combined experience.

Financial Independence Group (FIG) provides back-office support to Sage Insurance Partners. FIG has been in the insurance industry for over 40 years and has over 165 team members and more than 70 insurance partners. They act as an extension of SIP, aiding with case management, sales, underwriting, and advanced planning.

Sage Insurance Partners’ property and casualty program offers personal insurance and commercial insurance policies to clients’ insurable risks.

Partnered with Independent Property and Casualty Group (IPCG), SIP’s P&C program allows advisors to expand their client relationships by adding more service opportunities to their offerings.

This program partners with dozens of national, regional, and commercial partners to ensure all policies best fit each client’s specific needs.