A General Agency for THE Independent RIA
A RISK MANAGEMENT CONSULTANT THAT SUPPORTS ADVISORS MAKING SURE CLIENTS DON'T CRASH FINANCIALLY
Just as SummaIQ assists Advisors in alternative investment due diligence, Summa Life assists Advisors in decisions regarding financial protection solutions for clients.
~ We support Advisors with case design for business owner clients, estate planning clients and financial planning clients needing risk management assessment, recommendations and implementation of fiduciary based solutions.
~ We locate best in class insurance products.
~ We provide Advisors with full assistance regarding carrier appointments, underwriting and administrative follow-up.
~ We do this at no cost for RIA's who are paid commissions directly from the insurance carrier.
~ Contact us to join our RIA community to avoid failed risk management implementation and improve your advisory practice.