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insurance services

You maintain the client relationship while we provide support and solutions for every step of the process.

MS Insentra LLC is an independent marketing organization (IMO) specializing in providing risk management and insurance solutions for the independent registered investment advisor (RIA) and broker-dealer community. We offer professional guidance, agent support, and products that expand client relationships and can broaden your business model.

  • Professional risk management within your RIA
  • Design protection strategy based on needs
  • Aligned with over 80 national insurance carriers
  • Assist you in implementing protection planning to your business
  • Annuities
  • Business insurance
  • Disability
  • Estate planning
  • Long term care
  • Term life
  • Universal life
  • Whole life
  • Product guides and grids
  • Illustration resources
  • Financial and ratings comparisons
  • Underwriting resources
  • Case design & carrier navigation
  • Sure LC - Licensing and contracting automation software
  • Policy management tools
  • Secure file sharing portal

Insurance Solutions Simplified

We are an independent marketing organization (IMO) specializing in providing risk management and insurance solutions for the independent registered investment advisor (RIA) and broker-dealer community.

seamless insurance solutions

We offer professional guidance, agent support, and products that expand client relationships and can broaden your business model.
visit mS INSEntrA LLC online

enhance your RIA practice

Our experience and expertise can help you build a broader service solution for your client’s risk management goals. Our team offers operational support to free you up to serve your clients better and deliver efficiencies and scale for your growing business.

Ready to make the move?

Contact us today for a Discovery Discussion