Today we welcome on Dan McDonald, CFP, CLU, ChFC, Senior Vice President of RIA Insurance Solutions. His team works with all forms of RIAs to provide a wide array of insurance solutions. We invited him on to share details of those different product offerings and explain how their company works with a variety of business models to provide the best insurance solutions for RIAs and their clients.   About our guest: https://www.ria-insurancesolutions.com/    Key Points:  1:40 – Welcome in Dan 2:50 – Who is RIA Insurance Solutions and what do they do?   8:28 – Team is more than just insurance agents 12:08 – How an RIA would engage with their team 16:46 – Assisting advisors 20:07 – How 2020 accelerated growth of business 25:37 – Helping educate RIAs   30:47 – How the relationship is structured 33:52 – The process   Contact Retirement Inside Out: Email: [email protected] Phone: 800-527-1155 Web: figmarketing.com

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