IAA Expands Services With New Insurance Offering

Sage Insurance Partners To Service Both Internal And External Advisors

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 IAA
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 150 partner firms, servicing more than $9.1 billion assets under management as of October 2021. For more information, visit www.independentadvisoralliance.com.

###

Media Contact:
Dana Ryan
(888) 430-1555
dryan@nulliaaria.com

 

Integrity. Transparency. Choice.