Prizm Insurance Partners with Holistiplan for Streamlined Insurance Reviews for Advisors
Prizm Insurance and Holistiplan Join Forces for Effortless Insurance Reviews
In a strategic move set to transform the landscape of financial planning, Prizm Insurance, Inc. has announced its partnership with Holistiplan. This collaboration aims to facilitate seamless insurance reviews for financial advisors, enabling them to optimize their service offerings with just a single click.
A Game Changer for Financial Advisors
The financial services sector has long struggled with the integration of insurance into comprehensive financial planning. Advisors often face challenges when trying to provide clients with holistic guidance that encompasses tax, estate, and insurance planning. This partnership seeks to alleviate those hurdles, improving efficiency significantly.
According to Dave Olchowka, the Founder and CEO of Prizm Insurance,
Topics Financial Services & Investing）
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