Dynasty Financial Partners has launched Dynasty Insurance Services through strategic partnerships with Ash Brokerage, PKS Financial Services, an insurance sales agency that operates throughout the United States, providing a cutting edge insurance platform for the registered investment advisor, and several other high-end specialists within the insurance carrier landscape.
Officials with Dynasty Financial Partners said that the new service combines Dynasty’s proprietary advisor portal with Ash’s in-house technology to provide Dynasty’s Network Advisors with a turnkey solution for writing fixed life insurance, annuity, disability, and long-term care contracts.
“It is our desire to provide Network Advisors with the optimal solution for delivering comprehensive wealth management to their end clients. Insurance is an essential component of financial planning. We constructed our life insurance offering to span all levels of need—from a first-time term policy to replace income to complex strategies involving trust structures,” said Austin Philbin, director of Dynasty Insurance Services, in a statement. “The life insurance industry is in a constant state of flux. As a result, we want a solution that is flexible enough to keep pace with the changes within the insurance industry.”
Thanks to this, advisors and their internal teams will be able to work with the Dynasty Insurance Services team and Ash for illustrations and assistance in determining the best product fit for their clients, or they can access and run their own quotes, while tracking the progress of their cases in real time via the website.
"At Dynasty, we wake up every day and think about how we can deliver the very best wealth management platform to our advisor clients. The Dynasty Advisor Portal allows for the experience of accessing the platform all in one place,” said Shirl Penney, president and CEO of Dynasty Financial Partners. “As our advisors’ needs evolve so will our platform. We are thrilled to now add comprehensive insurance services via our partners at Ash and PKSF.”
Edited by
Ashley Caputo