Asset Management is Not Income Management

Financial Institutions are creating easy to use, academically rigorous, well-integrated services that seamlessly weave together investment advice with insurance placement, for use by a variety of financial professionals.

The Boomers are about to decumulate the largest pool of wealth America has ever seen. This calls for systematic integration of insurance with investment advice to enable efficient income generation, whether the consumer chooses to work with an “agent”, a “rep” or an “adviser”.

Fiduciary Insurance Services (FIS) advises Insurers and Financial Institutions on product and program design, strategic planning, launch execution, industry advocacy, white papers, comparative analytics, forecasting and competitive intelligence.

FIS envisions, and seeks clients with interest in catalyzing, a movement away from insurance understood exclusively through the lens of sold product, and towards an understanding of insurance as either a sold product, or as foundational aspect of an advised solution framework comprised of many products, with an objective of lifetime wealth improvement.

Product TM

is not

Program SM


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