OUR SERVICES
At AdvisorShare, everything we do is built around one mission:
Help advisors grow stronger businesses with the support, tools, and partnership they deserve.
We are not a traditional IMO. We are a fully integrated advisor platform offering annuity expertise, wealth-management solutions, Medicare support, and long-term partnership opportunities—including true equity ownership.
The AdvisorShare Partnership – three ways we reward our Advisors
01
Revenue Sharing or Marketing Money
We offer our advisors full transparency into product pricing, along with the potential for additional revenue for those who demonstrate consistent production.
02
Ownership
When we launched, we intentionally reserved 50% of the company to be owned by our producing advisors. As stakeholders, we’re aligned not only in values but in the direction we want the company to move.
03
Profit Sharing
Gain access to one of the few organizations in the industry that offers profit-sharing to all advisors. AdvisorShare has consistently paid profit-share distributions since its formation, though it’s important to note that profit sharing is not guaranteed.
Annuity Support & Product Expertise
01
Independent, Unbiased Product Guidance
We help advisors navigate the complexity of annuities with clarity and confidence. Our team provides case design support, product benchmarking, and suitability guidance to help you select the right solution for your clients.
02
Access to the Industry’s Top Carriers
AdvisorShare maintains strong relationships with the most reputable annuity carriers in the industry—giving you access to competitive products, exclusive features, and cutting-edge innovation.
03
Advanced FIA Knowledge & Training
Our principals are recognized experts in fixed indexed annuity design, evaluation, and application. Benefit from ongoing training, product deep-dives, and one-on-one support.
Life Insurance Solutions
01
Holistic Life Insurance Planning
We help you integrate life insurance into broader tax, retirement, and protection planning strategies.
02
Case Design & Illustration Support
From premium finance to legacy planning, we assist with customized illustrations, advanced concepts, and carrier-specific design.
03
Compliance & Suitability Assistance
Receive guidance to ensure policies are aligned with best practices and industry standards.
Marketing Support
01
Advisor-Focused Content & Training
We supply educational custom-branded marketing materials, presentations, and client-facing resources tailored to your practice.
02
Practice-Building Strategies
Get support in uncovering new revenue opportunities, structuring client reviews, targeting your ideal market, and improving client retention.
03
Seminar & Webinar Assistance
We provide templates, coaching, and content you can use to run educational events that convert prospects into long-term clients.
Business Development Support
01
Hands-On, Personalized Service
Every advisor receives direct access to our principals and support team. You’re not a number—you’re a partner
02
Case-by-Case Guidance
We provide thorough, personalized case support across annuities, life insurance, wealth management, Medicare, and protection planning.
03
Prompt Communication
Fast, accurate, and advisor-first service is at the center of our culture.
A True Partner in Your Growth
AdvisorShare was built to give advisors more—more support, more clarity, more opportunity, and more ownership. Whether you’re looking to strengthen your annuity business, expand into wealth management, offer Medicare solutions, or build long-term enterprise value, we’re here to support your vision at every step.
This is your platform.
This is your partnership.
This is AdvisorShare.
AdvisorShare is a unified umbrella of specialized companies
OnPointe Software Suite
01
OnPointe Risk
OnPointe Risk Analyzer quantifies a client’s personal investment risk score as well as scoring the risk of portfolios, and building better risk adjusted portfolios with or without FIAs.
02
OnPointe Retirement Planner (RP)
OnPointe’s 5-Minute Retirement planning software helps advisors create easy to understand plans that combine income, assets (including FIAs and income riders FIAs), life expectancy, and sequence of returns risk into one clear presentation with integrated Roth and IRMAA tools.
03
OnPointe Roth Conversion
OnPointe’s Conversion Software delivers the industry’s most accurate Roth analysis that models outcomes for both clients and their heirs while also providing clean and easy to understand reports (and, as bonus, a lead gen widget for consumers to run their own numbers).
04
OnPointe IRMAA Calculator
OnPointe’s industry-best IRMAA Calculator models Medicare and IRMAA costs with clarity by showing how different planning strategies change a client’s lifetime expenses inside easy-to-understand charts and reports (and, as a bonus, a lead gen widget for consumers to run their own numbers).
05
OnPointe Life Expectancy Calculator
OnPointe’s Life Expectancy Calculator provides realistic single or joint life expectancy estimates using the same mortality tables as life insurance companies and produces clean reports for planning (and, as a bonus, a lead gen widget for consumers to run their own numbers).
06
OnPointe Marketing Suite
The OnPointe Marketing Suite helps advisors manage prospects and clients through simple organization tools, light CRM features, an automated email system (with pre-made content), and a full-blown landing page creator (with pre-made ready-to-use pages).
Wealth Management Solutions
(AdvisorShare Wealth Management)
01
Full Advisory Platform
We offer a comprehensive RIA platform designed to support advisors transitioning to or scaling their wealth-management business. Whether you’re hybrid, fully advisory, or exploring fee-based options, we provide the structure to help you grow.
02
Portfolio Management & Investment Support
Access institutional-quality investment strategies, model portfolios, and planning tools that elevate your client experience.
03
Financial Planning Tools
Leverage a suite of planning resources—including risk analysis, retirement modeling, and financial projection software—to elevate your advice and increase client engagement.
04
Training & Growth Support
Our wealth management division provides continued education, compliance assurance, and advisor development resources
Asset Protection Planning
(AdvisorShare Wealth Management)
01
Legal & Financial Strategies
We help you incorporate asset protection strategies into your practice, offering guidance on how to safeguard client portfolios using approved and compliant tools.
02
Education & Advisor Coaching
Our experts provide training on asset protection fundamentals, helping you position yourself as a trusted resource for high-net-worth and business-owner clients.
Medicare Solutions
(AdvisorShare Medicare Partners)
01
Comprehensive Medicare Support for Advisors
Offer your clients Medicare guidance without having to become a Medicare expert yourself. We provide all the support, compliance, and training you need.
02
Contracting & Carrier Access
Connect with top carriers and competitive plans that align with your clients’ needs.
03
Client Consultation Support
Our team helps you confidently guide clients through Medicare enrollment, supplemental options, renewals, and plan reviews.
04
Compliance & Annual Updates
We keep you informed and up-to-date with shifting regulations, plan changes, and certification requirements.
Share in long-term
value, not just
short-term incentives. Partner with us.
True partnership means sharing in the future you help build. Our model empowers advisors with long-term equity and a seat at the table—not just short-term rewards.
