A fee-for-service consulting solution that completely aligns with fee-only RIAs and financial planning firms.

This service provides access to exclusive network (i.e. "collaborative") of best-in-class insurance specialists who are ready to serve as your fractional insurance officer.

It's like having an insurance expert on staff, except instead of one individual you have an entire brain-trust of specialists in their respective fields, and for only the fraction of the cost of an in-house employee.

You can use The Collaborative for an existing policy review, a second opinion, or as a resource to ideate strategies to solve complex issues involving:

🌱HNW estate planning

🌱Existing in-force policy review

🌱Considerations for global citizens

🌱Business continuity and succession planning

🌱Advanced case design for family offices and leveraged assets

🌱In-force illustrations and customized modeling in a simple format

🌱Disability insurance planning for individuals and business owners

🌱Long-term care strategies to supplement self-funding from retirement accounts

🌱Benefit reviews and salary continuation for high income earners and stock compensation

🌱Whitepapers, sample documents, custom reports, joint meetings, webinars, and more.

Got to our www.yetworth.com/collaborative page to learn more, or reach out to us for more details and pricing at collab@yetworth.com

A solution for our financial advisory partners who carry an insurance license and prefer to remain a writing agent.

Yetworth is a concierge partner ready to co-pilot each unique case with:

🌱discovery and needs analysis,

🌱thorough marketplace review,

🌱detailed digital comparisons,

🌱custom strategies and policy design,

🌱client-facing presentation and product education,

🌱prequalification and application services,

🌱case management, underwriting, and delivery,

🌱and in-force servicing.

All phases of review and implementation completed in the spirit of equal partnership.

A model that serves clients directly upon referral from one of our trusted partners.

All the analysis, case design, and implementation services expected of a top performing insurance specialist, but with a soft touch.

Every referral is important to us and we entrust each case with the utmost care and professionalism we would expect as if we were on the other side of the exchange.