Free Webinar: Capture More Revenue as RIA by Adding an Insurance Platform

As an RIA, do you handle insurance products, be it life insurance or annuities? Many RIAs do not have the expertise or registrations to do that effectively. However, that is changing. You can truly become a one stop shop for your clients without owning a massive practice. On our free webinar, you will learn how to turn your practice into a full service financial practice, capture more revenue, while offering your clients a holistic retirement solution.

Matt Meyer of The Blueprint will explain how an operational insurance platform for RIAs can transform your business quickly into a comprehensive practice. Join our complimentary webinar on Thursday, June 28th at 11 AM EST.

 

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