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Podcast: Retirement Inside Out with Tom Lamendola
Episode: Ep 35: RIA Insurance Solutions’ Process For Providing Expertise & Support
Description: Today we welcome on Dan McDonald, CFP, CLU, ChFC, Senior Vice President of RIA Insurance Solutions. His team works with all forms of RIAs to provide a wide array of insurance solutions. We invited him on to share details of those different product offerings and explain how their company works with a variety of business models to provide the best insurance solutions for RIAs and their clients. About our guest: https://www.ria-insurancesolutions.com/ Key Points: 1:40 – Welcome in Dan 2:50 – Who is RIA Insurance Solutions and what do they do...