401(K) & RETIREMENT PLANS

A real home for your retirement practice

Registered Representatives and IARs keep their independence while they grow the book. RIA and broker dealer opportunities that pay well, cost little, and never box you into one lane. Insurance, advisory, or both.

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01 · THE OPPORTUNITY

Independence, without the ceiling

Are you in the insurance business? The advisory business? Both? If you are a Registered Representative or an IAR looking for a real home, there is a path here. Maintain your independence, keep your relationships, and grow your practice on a platform that was built for producers, not for the house.

Registered Representatives IARs RIA opportunities Broker dealer opportunities

02 · WHY IT WORKS

Built to pay, priced to keep

The economics are the whole point. Strong grid payouts on the front end, low friction to get started, and room to add annuity revenue on top of your advisory work.

GPTop grid payouts

Compensation that respects the work you put in to write the business.

LCLow cost, low minimums

Get started without a heavy overhead drag or a high bar to clear on day one.

BOBonus offers

Additional upside on qualifying production, layered onto the base grid.

ANAnnuity options

Add annuity solutions to the practice so a retirement conversation is a full conversation.

LOAvailable lead opportunities

Lead flow you can plug into, so the pipeline is not entirely on your shoulders.

03 · TWO WAYS IN

The RIA paths

There is more than one way to work under the RIA. Pick the role that fits how you want to serve retirement clients, and we will get you set up.

AD Advisor path

Serve as an Investment Adviser Representative under the RIA, manage the relationship, and carry the advisory work end to end. Best when you want to own the plan and the client.

Start as an advisor

SO Solicitor path

Refer and solicit business to the RIA without carrying the full advisory license load, and share in the result. Best when you want the retirement revenue without running the portfolio yourself.

Start as a solicitor

04 · TECH TOOLS

Tools at your fingertips

Free tech that shortens the distance between a first meeting and a signed application. Quote, present, and start the sale in one place.

MCmyAdvisor Cloud

Customized sales tools, resources, and a sales dashboard, all in one login. Sign up for free.

IULIUL selling tool

Quote like never before and begin the sale in one convenient place. The most powerful selling tool in the business if you sell IUL, or want to.

PRClient presentation

Demonstrate the added value of permanent life insurance with a presentation built to move the conversation forward.

Ready to find a real home for your practice?

Learn more about the BD and RIA opportunities and we promise you will not be disappointed. Call (866) 872-9394 or reach out and the team will walk you through the fit.

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