CAIS announces new insurance product with Schechter
New York-based fintech platform, CAIS, has announced the launch of its new product, CAIS Insurance Solutions, in partnership with independent insurance advisory firm, Schechter.
The solution will give advisors access to, among other things, actionable insurance strategies, a menu of 20+ A or A+ S&P rated insurance carriers and end-to-end policy administration.
CAIS, who connect financial advisors with alternative investments, see insurance strategies as “a critical component” when offering holistic financial advice which is why it partnered with “unmatched” US-based advisor service, Schechter.
CAIS CEO Matt Brown at 2019 FTS US Inc. Private Equity Conference
“Insurance is often underutilized by advisors,” says CAIS founder and CEO Matt Brown. “It can play a valuable role when designed properly to protect, grow, and transfer wealth,”
He adds: “We are fully committed to helping independent financial advisors differentiate their solutions to improve their clients’ outcomes.”
Schechter’s 80-year specialised approach – conducting in-depth market research to leverage anomaly-based strategies – creates optimised solutions which can help financial advisors evaluate and implement insurance strategies.
