At Marsh McLennan Agency Private Client Services (MMA PCS), we serve clients whose lives are anything but ordinary. That’s why we design insurance solutions that are just as unique – with the expertise, personal approach, and in-depth industry knowledge necessary to protect our clients’ wealth…
Insurance
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- Technology
DPL Financial Partners is the first and leading RIA turnkey insurance management platform that brings commission-free insurance solutions from a variety of the nation’s top carriers to RIA practices. DPL has created a marketplace of commission-free insurance products that enables RIAs to incorporate
Allianz Life Insurance Company of North America (Allianz) is a leading provider of retirement solutions, including annuities and life insurance.For almost 125 years, Allianz has been helping Americans prepare for their financial futures. Their innovative products provide financial protection and
Finalists
Nassau Financial Group
“That Annuity Show” Podcast
Marsh McLennan Agency Private Client Services (formerly known as Marsh Private Client Services)
Family Office Benchmarking Study
DPL Financial Partners
Commission-free Fixed Index Annuity with Health-Activated Income Multiplier
Serving over 1,000 RIAs and fee-based advisors since 2011, Aria Retirement Solutions’ RetireOne® is the leading, independent platform for fee-based insurance solutions. With offerings from multiple “A” rated companies, RIAs may access this fiduciary marketplace at no additional cost to them or their…
Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Over 106,000 advisors and…
Finalists
Agency Revolution
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