With Access to Experts in Coverage Planning, Design and Implementation, BIS Provides Enhanced Protection to the High-Wealth End Clients of Firms in Dynasty’s Network of Independent RIAs
Dynasty Financial Partners has announced a new strategic partnership with Boulevard Insurance Strategies (BIS). The relationship will help Dynasty’s Network of Advisors deliver wealth planning and risk protection products and services calibrated to the needs of ultra-high-net-worth families.
“Our goal is to simplify the complex, allowing clients and advisors to receive the best advice, support, and execution for their insurance needs while maintaining clear alignment with existing and future financial planning”
“As independent advisors grow their practices and increase the sophistication of their offerings, the importance of specialty partnerships is critical,” says BIS founder Matt Celenza. “Dynasty is constantly building on its strategic partnerships to ensure its member firms, and their clients, get the best products and services available.”
BIS and its team of fourteen specialists will provide Dynasty’s clients with assistance across the entire protection life cycle, from case design and point-of-sale support to underwriting and implementation. “Our goal is to simplify the complex, allowing clients and advisors to receive the best advice, support, and execution for their insurance needs while maintaining clear alignment with existing and future financial planning,” said Mr. Celenza.
BIS has a philosophy of “solving, not selling.” Through its extensive partnerships with many of the industry’s top insurance carriers, BIS provides access to an array of insurance solutions — from basic whole-life policies to offshore and global-client solutions.
Dynasty’s tie-in with BIS is anything but sudden. “We have watched Matt and his team carefully build BIS over the past five and a half years,” says Dynasty co-founder and CEO Shirl Penney. “Given their understanding of the Dynasty Network, we see this partnership ramping up quickly, providing immediate enhancements to our collective offering.”
Further, “because Matt and his colleagues have strong backgrounds in private wealth management, they are uniquely situated to collaborate ‘peer to peer’ in helping advisors anticipate and meet their clients’ high-end planning needs,” adds Mr. Penney.
Dynasty Financial Partners currently has 47 Network firms on its platform with over $72 billion in client assets.
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