inSOURCE Financial Advisors
Strategic Partners
Strategic Partners
Adding Expertise to Your Team and Value to Your Clients.
For Banks, Insurance Companies, Registered Investment Advisors, and more.
Independence
Customizable affiliation options to fit any business model
Extensive insurance solutions available in an open-architecture model
Business partner owns their book of business and builds equity
Independent services that complement the partner's primary business
Support
inSOURCE Marketing Services dedicated marketing team for strategic initiatives
Business processing and case management support
Technology support (CRM, illustration software, DocuSign, cloud storage, and more)
Dedicated planning experts
Advanced solutions and design team (including business valuation services)
Specialized training - in-person, virtual, and on-demand
Dedicated practice management support
Dedicated licensing and contracting support
Turnkey operations that keep the organization focused on its core business
Revenue Growth
Increase the revenue-generating lines of business for our partners
Uncover revenue opportunities with existing partner clients
Referrals from other inSOURCE brands (inSOURCE Marketing Services, HomeCare Advocacy Network (HCAN), inSOURCEx, and inSOURCE Group Benefits)
Strong commission payouts
