INTEGRA

A Specialized Platform Designed for Independant Advisors

Integra, was created to become the integral part of an advisors’ planning process to evaluate and execute the insurance needs of a clients plan.

Seamless & Simple

Clients need guidance on their insurance; this is our niche. Whether you have insurance expertise or not, Integra works to help advisors incorporate insurance into their planning. We support advisors directly to increase their value to their clients, mitigate outside competitive situations and reduce advisors’ workload.

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  • Fee Based Only

    Advisors who choose a true fee based platform, free of commissions, find that insurance provides a direct conflict. We work directly with these firms to provide advisor directed insurance solutions to complete their clients’ planning without compromising the advisors values.

  • Insurance Licensed

    Advisors who do have insurance expertise, may lack the infrastructure to adequately evaluate insurance and provide recommendations in line with current strategies, products and carriers. We work directly with them to take over the workload while still providing compensation to their firm.

Trying to be a jack of all trades often fails the people we mean to serve. Collaboration and the merging of expertise only benefits clients and reflects well on our desire to help others achieve their dreams.

Schedule a discovery call or meeting to learn how our team can support your practice.