Covr Financial Technologies has partnered with RetireOne to support its long-term care and disability insurance offerings.
RetireOne serves more than 900 registered investment advisors (RIAs) and fee-based advisors with insurance solutions.
Working together, Covr and RetireOne will produce ongoing educational webinars, create content and provide support for RIAs looking to grow their practices with insurance protections for clients.
Covr CEO Mike Kalen said, “Life insurance protection is a critical component of a comprehensive financial plan.
“As financial planning evolves and demand grows for financial advice from fiduciaries, we want to nurture that growth by working with the RetireOne team to support and educate these advisors as they work to successfully integrate insurance into their practices and into client plans.”
Covr offers financial institutions a digital life insurance platform to simplify and manage the process. Its technology is designed to guide a consumer through the procedure, offering various options to choose from and additional lifecycle support such as analysis and policy delivery.
Earlier in the year, Covr opened its corporate office in Connecticut.
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