by Jo Halverson | Mar 6, 2026 | News
Race to Success The Race for Success: How Advisors Can Accelerate Growth with the Right Support System In today’s fast-moving financial landscape, success isn’t just about working harder—it’s about having the right tools, support, and strategy behind you. Advisors who...
by Jo Halverson | Feb 27, 2026 | News, Uncategorized
Fort Worth, TX — OIP announced today the appointment of Richard Backora as Director of Advisor Experience, joining the firm’s senior leadership team at its Fort Worth home office. Backora brings more than 30 years of financial services leadership experience, focused...
by Jo Halverson | Feb 6, 2026 | News
Financial planners are experts at building roadmaps for their clients’ futures — retirement projections, investment strategies, tax-efficient savings plans, and more. But even the strongest financial plan can unravel quickly when one critical piece is missing: Proper...
by Jo Halverson | Jan 20, 2026 | News
Most people don’t set out to “buy insurance.” They’re trying to protect something: a family, a business, a lifestyle they worked hard to build. And yet, too often, insurance decisions get made in a rushed, transactional way—focused on products instead of outcomes. The...
by Nicole Cormier | Dec 30, 2025 | News
Financial advisors are increasingly expected to deliver comprehensive, risk-aware financial plans—not just investment management. While portfolios and tax strategies drive long-term growth, life insurance remains one of the most critical tools for protecting client...
