RIA & IAR Solutions
Building a Book of AUM Without a Securities License—A Game-Changer for Advisors
The insurance industry has a history of putting the client’s needs behind the insurance agent and IMO. AShare was created to break this cycle and to cater to advisors who want to put their client’s needs first!
AShare also has a transparent commission model where advisors know what’s on the table and if they are getting their fair share. It’s time to put to bed the old ways of doing things in the insurance industry and AShare is blazing a new and better trail for advisors who want to come on board.
Beyond Boundaries
What is Advisor Launchpad and How Can it Help?
For many non-securities licensed advisors, the inability to manage Assets Under Management (AUM) can feel like a roadblock. Without a Series 65 license, advisors are limited in their ability to discuss, analyze, or recommend changes to a client’s portfolio—leaving them unable to compete with licensed financial professionals. This not only restricts their ability to provide comprehensive financial solutions but also weakens their FIA sales, as they cannot demonstrate the inefficiencies in a client’s existing investments.
Ultimately, it allows competitors to retain control, leaving advisors without a share in AUM revenue.
40+ Years of Trusted Expertise, Helping Advisors Grow with Confidence.
Advisor Launch Pad - Transform your practice, enhance your value to clients, and build a sustainable book of AUM
A Game-Changer for Advisors
Advisor Launchpad was created to break down these barriers, offering a unique opportunity for advisors to build a book of AUM before obtaining a license. By partnering with our RIA, non-licensed advisors can introduce their clients to a third-party expert team that conducts portfolio analysis, educates clients on risk-adjusted returns, and recommends the best strategies—including the proper use of Fixed Indexed Annuities (FIAs). Our team does the heavy lifting, from analyzing investment risk to handling the transition of assets, ensuring your clients receive top-tier financial guidance while positioning you for long-term success.
The best part? Once an advisor determines their book of AUM is large enough, they can obtain a Series 65 license, join our RIA, and take full ownership of their client accounts—giving them an instant book of business. For those who prefer not to manage AUM directly, our team continues to handle the accounts while sharing in the ongoing fee revenue. This flexibility allows advisors to expand their services, increase client retention, and create new revenue streams—without the immediate pressure of obtaining a securities license.
Are you ready to transform your practice, enhance your value to clients, and build a sustainable book of AUM? With Advisor Launchpad, you can take control of your future today—without waiting to get licensed. Click here to learn more and schedule a time to talk with us.
Why AIUSA?
At AIUSA, we are committed to being the reliable partner annuity advisors can trust to drive growth, shape success, and unlock new opportunities. We provide a comprehensive platform that combines industry expertise, cutting-edge technology, and personalized support to help advisors thrive. Our tools and resources are designed to build confidence, streamline business operations, and elevate client outcomes, allowing advisors to confidently expand their business and protect their clients' financial futures.
We empower annuity professionals with the ability to break through limitations, offering opportunities for both personal and professional growth. By fostering a community of success-driven individuals, we help advisors not only achieve their goals but exceed them, all while upholding the highest standards of reliability and integrity.
“Where reliable partnership meets the opportunities that shape success.” With AIUSA, the future of your business is limitless.
Discover how we help advisors achieve their goals.
Below, you'll find a variety of resources to explore, including downloadable PDFs packed with valuable insights and strategies. But the best way to truly understand what we offer is by booking a personalized strategy session. Download the resources that interest you and book your strategy session today—we’re excited to partner with you!
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This information is provided as general information and is not intended to be specific financial guidance. The information and opinions expressed herein are from sources believed to be reliable; however, we make no representation as to its accuracy or completeness. Before you make any decisions regarding your personal financial situation, you should consult a financial, legal or tax professional to discuss your individual circumstances and objectives.