Fiduciary insurance
services, LLC.

Fiduciary Insurance Services, LLC. is founded on the belief that the future of holistic financial advice in the United States should consider risk-pooled products, offered by insurance companies, within institutionally-sponsored wealth management paradigms.

Fiduciary Insurance Service Proudly Serves

How Can Fiduciary Insurance Services Help Your Organization?

Advising On The Creation and Maintenance Of Insurance-Inclusive Wealth Management Services and Programs

Fiduciary Insurance Services, LLC believes that a Fiduciary Gestalt Shift in how consumers, regulators, technologists, financial institutions, insurers, investment advisers, registered representatives, agents, financial planners, and retirement plan advisers – to name just a few – view the role of risk control is impending.

With the Boomer generation now retiring and decumulating, instead of net accumulating, investable assets, the financial services landscape is changing to increase emphasis on solutions that include insurance.

FIS also believes that responsibly distributed insurance can be a really good thing in a really unstable world.

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How Will The Annuity Landscape Change This Year

Michelle Richter, Managing Director of Retirement Enhancement Solutions at Milliman, joins us to share her insight on changes in product, distribution, and the consumer market.

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How Annuities Can Fit into a Fiduciary’s Planning Process

This is driving the dramatic growth in products and services designed to optimize and protect income, as opposed to a strict focus on accumulation. 

Making the Fiduciary Case for Annuities

No-load annuity product development represents a step in the right direction toward enabling fiduciary advisors to weave together an investing framework that includes protected lifetime income.