Individual Financial & Insurance Professionals & Agencies

Independent in Practice. United in Goal.

We recognize that independence is vitally important to you, but it shouldn't be at the expense of the support you need to truly maximize your potential.

We're here to give you the freedom to do what you do well – with a team behind you and a unique set of peers all working together to help achieve our clients' financial goals.

Watch our interview with inSOURCE Financial Advisors Senior Partner Nick Shannon to learn more about our partnership opportunities.

Insurance Agents & Agencies

Independence

  • Multiple Affiliation Models (career agent, independent agent, or broker)
  • Agent owns their book of business and builds equity
  • Autonomy to grow practice based on the agent’s vision – not the firm’s vision
  • Agent/Agency can choose marketing name (inSOURCE Financial Advisors or an existing DBA)
  • Extensive insurance solutions available in an open architecture model

Support

  • inSOURCE Marketing Services dedicated marketing team
  • Business processing and case management support
  • Technology support (CRM, illustration software, DocuSign, cloud storage, and more)
  • Dedicated sales support team
  • 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

Revenue Growth

  • Referrals from other inSOURCE brands (inSOURCE Marketing Services, HomeCare Advocacy Network (HCAN), inSOURCErx, and inSOURCE Benefits Group)
  • Joint work opportunities in a collaborative environment of specialists
  • Teaming opportunities
  • Continuity and succession planning
  • Strong commission payouts
  • Renewal bonus enhancement opportunities

Financial Advisors & Financial Planners

Independence

  • Multiple Affiliation Models (Registered Representative; Independent Advisor Representative (IAR); Hybrid Registered Investment Advisor; Dual Registrant)
  • Advisor owns their book of business and builds equity
  • Autonomy to grow practice based on the advisor’s vision – not the firm’s vision
  • Advisor can choose marketing name (inSOURCE Financial Advisors or an existing DBA)
  • Independent, open-architecture model
  • Multiple custodian options: (National Financial Services; TD Ameritrade, Inc.; Charles Schwab & Co. Inc.; Fidelity Clearing & Custody Solutions)

Support

  • inSOURCE Marketing Services dedicated marketing team
  • Compliance and supervision support
  • Technology support (CRM, financial planning software, DocuSign, cloud storage, and more)
  • Dedicated sales support team
  • 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

Revenue Growth

  • Referrals from other inSOURCE brands (inSOURCE Marketing Services, HomeCare Advocacy Network (HCAN), inSOURCErx, and inSOURCE Group Benefits)
  • Joint work opportunities in a collaborative firm of specialists
  • Teaming opportunities
  • Continuity and succession planning
  • Strong commission payouts
  • Renewal bonus enhancement opportunities