Professionals Corner –
Accountant; Attorney; Financial Advisor; Insurance Professionals/Owners
The JAISIN Professionals Corner is a business development center created to engage with professional advisors and industry professionals.
The goal of the Professionals Corner is to create products and services that will support the business growth of our professional partners.
Independent Financial Advisor
Registered Investment Advisor (RIA)
Independent Advisor Representative (IAR)
JAISIN M&A Group
JAISIN is always looking to acquire synergistic insurance brokerages, books of business or insurtech companies that are complementary to our business model, core values and philosophy.
Financial Advisor Solutions
JAISIN has created a solution for bulge bracket advisors to leverage risk management and insurance to enhance client retention, obtain more referrals and achieve greater revenue while providing their clientele with a superior service.
Independent Advisor Solutions
JAISIN has created a solution for advisors to HNW families to remain in the conversation when discussing risk management with their clientele. Providing robust risk management solutions leads to client retention, more referrals and greater profitability for the advisors.
Independent Insurance Broker Solutions
JAISIN has created a solution that enables Insurance Producers to breakaway from their existing firms and start their insurance brokerage. At little to no cost a producer can start their own firm complete with carrier relationships and technology infrastructure.
Real Estate Professionals Solutions – Mortgage, RE Brokers, Title, Property Managers
JAISIN has created a solution real estate professionals to leverage risk management and insurance to close more deals, faster.