FinTech company CAIS has teamed up with insurance advisory firm Schechter to launch its new InsurTech to better help financial advisors.
CAIS Insurance Solutions will build on CAIS’ existing platform that connects financial advisors with alternative investments. By tapping into the new platform, advisors will have access to education and advice on actionable insurance strategies, end-to-end research and analysis, customizable implementation to meet clients’ individual needs and a menu of highly rated insurance carriers.
“Insurance is often underutilized by advisors. It can play a valuable role when designed properly to protect, grow, and transfer wealth,” said Matt Brown, founder and CEO of CAIS. “We are fully committed to helping independent financial advisors differentiate their solutions to improve their clients’ outcomes.”