SERVING THE INDEPENDENT INSURANCE AGENT & WEALTH MANAGEMENT PROFESSIONAL
Three-legged stool’ of insurance, managed money and securities options that was previously only available to captive representatives. The ability to synthesize that model and graft it onto a fully independent chassis allows independent agents and advisors unparalleled access to products and services they previously had to cobble together by themselves and adds the ability for them to scale their businesses in a seamless and expedited manner.