Financial Independence Group (FIG) has teamed up with Carson Group to power the latter’s insurance solutions.
The strategic partnership aims to provide life insurance, annuities, disability, and long-term care solutions.
Carson Group’s wealth management, technology, processes and financial advice along with FIG’s suite of income and protection solutions creates an opportunity for independent financial professionals across the US to provide more for their clients.
FIG co-CEO Mike Mullan said: “Carson and FIG will bring an unparalleled insurance planning platform and integrated offering to the independent RIA and hybrid advisor community.
“As a leader in technology and a pioneer in the fee-based insurance space, FIG is well-positioned to bring the asset class of insurance into the already robust offering that Carson Group provides.”
Carson managing partner of wealth solutions Jamie Hopkins said: “The future of the financial advice business has never been more exciting, and insurance is a core piece of the financial planning process.
“Furthermore, while clients look for retirement income planning fixed income products play a core role. This partnership will enable our partners and advisors to better service clients in a holistic and streamlined manner and meet client needs.”
The integration of insurance planning and wealth advisory will allow advisors to develop and sharpen their skills for the future of holistic wealth planning.
FIG is a financial services firm with focus on independent marketing organisation (IMO) and field marketing organisation (FMO) industry.
Carson caters to financial advisors and investors through its businesses including Carson Wealth, Carson Coaching, and Carson Partners.