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OIP Presents: Richard Backora
Fort Worth, TX — OIP announced today the appointment of Richard Backora as Director of Advisor Experience, joining the firm’s senior leadership team...
When a Financial Plan Falls Apart: The Insurance Gap Many Planners Overlook
Financial planners are experts at building roadmaps for their clients’ futures — retirement projections, investment strategies, tax-efficient...
From Stockbroker to Fiduciary: The “Value-First” Mindset Behind Optimized Insurance Planning
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...
Why Strategic Life Insurance Planning Matters for Financial Advisors
Financial advisors are increasingly expected to deliver comprehensive, risk-aware financial plans—not just investment management. While portfolios...
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