Strategic Partners

Strategic Partners

Adding Expertise to Your Team and Value to Your Clients.

We all know that it's hard to do everything in this complex and ever-shifting financial planning world. Whether you’re a bank, an insurance company, or a Registered Investment Advisor (RIA), we're committed to partnering with you to ensure your clients have the right expertise at the right time. We look to understand your business first and then our job is to provide complementary services and products to help you support your clients.

For Banks, Insurance Companies, Registered Investment Advisors, and more.


  • 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


  • 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