RIA Insurance Desk

We Handle the Case. You Keep the Client and 100% of the Commission.

We work directly with your client so you don’t have to.

We work directly with your client from illustration to placement, so you stay focused on the relationship, not the paperwork.

No hiring. No training. No overhead. Just more business placed.

40+ Insurance carriers

20,000+ Inforce policies

1975 Family-owned since

30 min Typical illustration turnaround

How YFS supports RIAs and financial advisors

This is not generic BGA support. We act like an extension of your team so you can offer insurance solutions without building internal infrastructure.

You stay client-facing. We stay case-facing.

Simple, direct, and built to keep cases moving.

You send us the case. We review the client situation, goals, and underwriting considerations.
We design the strategy. We run illustrations, compare carriers, and prepare the best options.
We work directly with the client. We handle communication, requirements, and follow-up.
We manage underwriting. Medical records, parameds, and carrier coordination move through our office.
You deliver the recommendation. You stay in control of the relationship and recommendation.
We support placement. We help finish the case cleanly and keep momentum through delivery.
You get paid. You keep the client and 100% of the commission.

Most cases stall because no one is pushing them forward. We do.