Advisors Carson Group Partners With FIG on Insurance Solutions
June 22, 2021 by Jeff Berman
Carson Group has entered a strategic partnership with Financial Independence Group that will provide Carson advisors with access to FIG’s fee-based insurance products.
Most of our advisors have been in the planning business for years so insurance is a core part of the planning process,” Jamie Hopkins, Carson managing partner of wealth solutions, told ThinkAdvisor on Tuesday. But “this is really the first time we have centralized the solution as part of our technology and offering.”
The existing Carson Coaching platform is part of the FIG Elevates program, he pointed out. “On the insurance front, we have had advisors that used FIG and that factored into finding the right partner and culture fit” for the new insurance initiative, he added.
“The future of the financial advice business has never been more exciting, and insurance is a core piece of the financial planning process,” Hopkins said in the announcement.
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