Most advisors complete RIA registration in 30 to 90 days. Here is what each phase involves, what causes delays, and how to keep your filing on track.
How Long Does It Take to Register an RIA?
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Insurance Solutions
Life & annuity support built for growth-minded advisors.
Access competitive carriers, advanced case design, and white-glove new-business support — so you can win more cases, serve clients better, and never refer a case away again.
WHAT YOU GET
Top-rated, proprietary & limited-distribution carriers
Custom case design & product comparisons
Advanced planning for complex cases
End-to-end new-business support
Competitive payouts, no production minimums
More Than a Carrier List
For advisors who want more from their
Insurance Partner.
A typical IMO hands you a carrier list and a commission grid. We act as a strategic partner integrated into your whole practice.
A Typical IMO
- A carrier list and a commission grid
- Production minimums and proof-of-production hurdles
- Hidden haircuts to your payouts
- You chase paperwork and NIGOs alone
- Insurance siloed from the rest of your practice
Insurance Through SimplyRIA
- Strategic case design & product comparisons
- Competitive payouts with no unnecessary barriers
- Advanced planning so you never refer a case away
- White-glove support through the entire business cycle
- Integrated with your investments, compliance & marketing
Key Capabilities
Hands-on support across the entire sales process.
From first illustration to issued policy, our team reduces administrative friction so you can spend more time in front of clients.
Custom Case Design
Evaluate options and design strategies around each client's income needs, legacy goals, tax considerations, and risk tolerance.
Advanced Planning
Pursue complex life and annuity opportunities — income, legacy, business-owner, and high-net-worth concepts — without referring out.
Leading Carriers
Access top-rated, proprietary, and limited-distribution products often unavailable through a traditional IMO.
White-Glove New Business
Contracting, illustrations, application support, carrier communication, underwriting, and NIGO resolution — handled.
Licensed Presentation Support
Our licensed team can join client-facing presentations and explain complex strategies when an extra layer of expertise helps.
Marketing & Education
Brandable resources, explainer content, training, and sales ideas to strengthen your brand and surface new opportunities.
End-to-End Support
We handle the whole business cycle.
So you spend less time chasing paperwork and more time with clients.
01
Design
Compare products and build the right strategy for the client.
02
Illustrate
Custom proposals and competitive comparisons to demonstrate due diligence.
03
Apply
Contracting and application support, start to finish.
04
Underwrite
Carrier communication, underwriting assistance, NIGO resolution.
05
Issue
New-business tracking through to an issued, in-force policy.
Vertically integrated with the rest of your SimplyRIA services — bridging insurance, investment management, compliance, and marketing into one complete, scalable practice.