Keep more of your earnings with Innovation Partners

We help independent financial practices soar with:

  • Bigger payouts: Up to 100% with no proprietary products, ticket charges, or hidden fees
  • The services you need: Processing for Life, LTC, DI and Annuity new business, including in-house underwriter—plus broker consulting for all lines of business and personal account managers to shepherd all cases
  • Powerful resources: Turnkey compliant marketing materials and lead generation systems; open architecture, multiple custodians and securities trading platforms; multiple CRMs; data aggregation and consolidated client statements; and much more
  • An easy transition: Our experts handle all paperwork and coordinate ACATs and transfers of all assets
  • A winning team: We are a veteran RIA and securities brokerage firm with multiple billions in assets, led by an experienced team including actuaries, attorneys, and other financial professionals

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Ready to earn more, keep more, and grow your business?

We can’t wait to work with you. Call us now at 888-579-7545 or leave your information below and a Partner Expert will contact you right away.

Phone: 704-708-5461
Mailing Address:
5950 Fairview Road, Suite 140
Charlotte, NC 28210

Innovation Partners, LLC is a SEC registered investment advisory and FINRA broker-dealer based in Charlotte, NC. We are also a member of the SIPC and MSRB.