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IAA Expands Services With New Insurance Offering

CHARLOTTE, N.C. – November 1, 2021 –  Independent Advisor Alliance (IAA) announced today that it has launched Sage Insurance Partners (SIP) to provide advisors with insurance solutions for comprehensive financial planning. 

“We’re a service company,” said Robert Russo, CEO and Founder of IAA. “Our goal above all else is to provide advisors with a holistic suite of the best available services and support, as well as a convenient and easy way to access them. Creating and adding Sage Insurance Partners to our offerings adds to our niche of being a single point of service for advisors’ financial service needs.”  

Kip Kiser, IAA’s newly appointed Director of Insurance and Advanced Planning, will utilize his more than 32 years of insurance experience to guide and support advisors as they look to strengthen their insurance offerings for their clients.

“We are always looking to eliminate inefficiencies while adding value,” added Kip. “I’m excited to work with advisors to provide a supervision and case management process that also includes a higher payout for advisors.” 

SIP offers financial advisors an insurance partner to support their life, long-term care, disability, and annuity business opportunities and provides advisors a dedicated and customized experience through:

  • Case Design 
  • Product Training
  • Policy Review
  • Trust/Partnership Agreement Review
  • Underwriting Analysis
  • Concept Training
  • Opportunity Identification
  • Point of Sale Support
  • Estate and Advanced Planning
  • Three different compensation packages, plus a 5% bonus and 100% of street level compensation 

Customized first-class customer support is bolstered through a partnership with Financial Independence Group, a leading financial services company specializing in annuities, long-term care, and life insurance products. 

To learn more, visit https://www.sageinsurancepartners.com/.

About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com

*Achievement is based on annual production among LPL Advisors only.

**Based on total revenues, Financial Planning magazine June 1996-2020

Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Independent Advisor Alliance (IAA), a registered investment advisor. IAA and LPL are separate entities.