Consultation & Advisory | Financial Advisor Partnership
The Financial Advisor’s Insurance Resource
Advisor Partnerships That Work for Your Practice
If you’re a financial advisor, I’m here to support you—period. At FAIR Insurance Solutions, I serve as your behind-the-scenes partner, offering life, long term care, and disability insurance guidance that enhances your client relationships without ever competing with your role.
We partner with financial advisors in the way that works best for your practice. Whether you want full control, a trusted referral partner, or a true collaborator in the insurance process, we are here to support your work—not compete with it.
How We can help you protect your clients without complicating your process
Expert guidance across three key product lines
We focus exclusively on life insurance, long term care, and disability income insurance—so you and your clients get deep expertise, not generic advice.
Objective policy reviews and implementation
Need help understanding what your client already owns? We’ll explain strengths, gaps, and actionable options with no pressure to replace anything that still works.
No product conflicts or competing licenses
We are not securities-licensed. We don’t do property and casualty. We are not offering mortgages or health plans. You never have to worry about scope creep—insurance is our only business.
Your client gets a team—without confusion
When we partner, your clients get trusted guidance and seamless support. We stay in my lane, so you can stay in yours.
Planning collaboration behind the scenes
We work with you, not just your client. Together, we’ll assess risks, run illustrations, and prepare recommendations—so you stay in control and your client sees a polished plan.
Flexible partnership models built around your practice
Whether you prefer referral-only, joint work, or full control through a BGA relationship, we adapt to your workflow—so you stay efficient and your clients stay confident.
You can work with me in three ways:
1. Brokerage General Agency (BGA) Relationship
You stay in the driver’s seat. We provide access to dozens of top-rated carriers, product support, and underwriting insight—while you manage the client relationship and receive full commissions.
2. Referral Partner
Perfect for fee-only advisors. You refer your client to me, and we handle everything—planning, implementation, and follow-through—without any commissions exchanged. We always loop you in so your planning stays cohesive and your value stays clear.
3. Joint Work
Prefer to collaborate? We’ll work side-by-side with you throughout the process. We share the responsibilities, the conversations, and the compensation—so your client gets the benefit of both perspectives with none of the pressure.
Why Financial Advisors Trust us With Their Clients
We keep things simple—for everyone.
We explain policies, options, and trade-offs in plain language your clients can understand—so you don’t have to translate insurance-speak.
We support your plan—not compete with it.
We are a fully independent and product-specific, so I’ll never cross into investment, mortgage, or property planning. Your client’s trust stays where it belongs—with you.
we act like an extension of your team.
From behind-the-scenes prep to client-facing conversations, we help you deliver polished recommendations that reflect your values, not sales targets.