CHARLOTTE, N.C. – August 25, 2021 – Independent Advisor Alliance is excited to welcome Kip Kiser to the firm as Director of Insurance and Advanced Planning!
With over 30 years of industry experience specializing in designing and implementing advanced insurance strategies, Kip will oversee IAA’s newly formed insurance division. Focusing on customized support of advisors in all things insurance, this division will offer advisors a variety of services, including opportunity identification, case design, field underwriting, carrier and product analysis, application submission and processing, and policy delivery.
We look forward to Kip utilizing his experience and knowledge to build upon IAA’s commitment to supporting advisors as they best meet the needs of their clients.
Based in Charlotte, N.C., Independent Advisor Alliance (IAA) is strategically focused on building a community of successful independent advisors serving the financial and retirement needs of individuals and businesses. IAA provides its affiliated advisors with customized support services designed to optimize efficiencies, reduce expenses, attract and retain clients, and boost revenue. Founded in 2013, today IAA serves 149 partner firms, servicing more than $14 billion of client assets of which $9.1 billion are assets under management as of September 2021.