888-599-5553

888-599-5553

Build Your Practice
With Business
Solutions From RMC

Or speak with licensed agent at 888.599.5553

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Discover strategies to boost revenue, deliver more value to your clients and generate more referrals

With the professional service industry changing quickly, it seems like everyone is going after the same clients and offering similar services.

All the while, your business clients may be looking for help in areas that are outside the scope of what you typically offer…

Want To
Stand
Out?

SATISFIED CLIENTS HELP
GROW YOUR PRACTICE.

Get The Competitive Edge You Need To Turn Existing Clients Into Referral Machines

Each of our Business Solutions for advisors provides you with the tools you need to start expanding your offerings without having to become an expert in a new field.

Rising healthcare costs are forcing employers to seek out new ways of controlling costs while offering high-quality employee benefits

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Captives are working for medium and large businesses in all industries, regardless of whether you face standard or emerging risks.

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A lot of insurers simply match your coverage to the averages for businesses in your industry. At RMC we take it one step further by starting with a risk assessment to offer more than a one-size-fits-all solution.

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A qualified retirement plan – Defined Benefits and Defined Contribution Plans – could help you build retirement wealth with your tax savings.

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You can leverage your existing business risk with captive insurance, a time-tested Fortune 100 solution that’s now available to mid-sized companies.

When employees need immediate access to benefits related questions you need access to an HR team that provides quick, accurate answers.

Traditional insurance isn’t wrong, it’s standardized. Most standardized solutions are designed to address the general risks facing your entire industry.

Choosing the right one comes down to how much income you want in retirement and how much your business can contribute to the plan today.

Whether you own or rent your home, one thing is certain; life is always changing. You may not even be aware of how these changes might influence your insurance options.

What Are Your Clients Hearing From Other Advisors?

Don’t let other advisors steal your clients. Solidify your relationships by introducing your clients to innovative solutions that go beyond simply “cost saving,” or “more efficient” options. 

You can help align your client’s needs with their overall financial goals.

Add Turnkey Services That Will Expand The Growth Of Your Practice

You simply introduce these concepts to your clients, then work with us by your side to capitalize on the following advantages…

You do not have to become an expert in a new field. At RMC, we help you do the heavy lifting, with you remaining the quarterback of the client relationship.

Increase your value to clients by offering new services that provide meaningful benefits to their company.

The best source of referrals is your existing clients. When you offer a specialized service, clients who find success tend to share their positive experience with others.

By increasing the range of product you offer, you separate yourself in the marketplace and differentiate from the competition.

Whether you are a CPA, insurance agent or another financial advisor, our products and plans can help grow your business.

The right mix of strategies can help you design a better plan that aligns your employees needs with your financial goals. 

Cover risks that the standard market can’t handle.

Draft manuscript policies specifically targeted to meet your needs

The right mix of strategies can help you design a better plan that aligns your employees needs with your financial goals. 

The right mix of strategies can help you design a better plan that aligns your employees needs with your financial goals. 

The right mix of strategies can help you design a better plan that aligns your employees needs with your financial goals. 

What Does The Business Solution Sales
Process Look Like?

1

Initial Sale

We help you identify potential prospects in your client portfolio and develop sales approaches

2

Review

RMC reviews your client’s risk and discusses products and plans for you to discuss with your clientds

3

Establish

Receive turnkey assistance for implementing your client’s new insurance program

4

Administer

Receive ongoing support with reporting, policy administration, and regulatory compliance as needed

Start Offering Business Solutions In Your Practice

You can also speak with a licensed agent at 888.599.5553

Looking for something else?

Click to explore another RMC service for Employers…