Business Details
23 Years
experience
Trusted Insurance Solutions for Financial Advisors
Founded in 2003, VIP Insurance has established itself as a premier outsourcing partner for banks, broker-dealers, financial advisors, and property/casualty firms. Our core mission revolves around providing comprehensive insurance solutions, including life insurance, fixed annuities, long-term care, and disability insurance, tailored to meet diverse financial planning needs. With over 100 years of combined experience in the national brokerage market, we prioritize service and relationships, ensuring clients receive personalized support and innovative products. As a partner agency in LIBRA, the nation's leading independent marketing organization for insurance products, we leverage our extensive carrier relationships to deliver optimal results for advisors and their clients.Our team of 40+ professionals, based in Austin, Texas, develops proprietary services that enhance efficiency and client satisfaction. Operating under the principles of service and relationships, we have become one of the fastest-growing brokerage agencies in the country. Our focus on advanced marketing support, superior case management, and full-service back-office operations enables our partners to streamline their workflows. By maintaining long-standing partnerships with top-rated insurance carriers, we ensure access to high-quality products and competitive terms. Our commitment to transparency, expertise, and client-centric solutions positions us as a trusted leader in the insurance industry.
Services
Life Insurance
Fixed Annuities
Long Term Care
Disability Insurance
Savings Based Insurance
Concierge Service
Tax-Free Retirement Planning
Details
- Year established: 2003
Highlights and features
- We have over 100 years combined experience in the national brokerage market.
- We are a partner agency in LIBRA, the nation's leading insurance marketing organization.
- Our proprietary services were developed in-house to enhance client outcomes.
- We provide full-service back room operations and advanced marketing support.
- Our team includes 40+ professionals dedicated to insurance and financial planning.
Services
Life Insurance
We offer comprehensive life insurance solutions designed to protect families and secure financial futures. Our policies provide customizable coverage options, competitive rates, and flexible terms tailored to individual client needs. Backed by partnerships with top-rated carriers, we ensure reliable, long-term protection for policyholders.
Fixed Annuities
Our fixed annuity products deliver stable, guaranteed returns for retirement planning. These solutions help clients build tax-deferred savings while minimizing market risk, ensuring predictable income streams during retirement. We work with leading insurers to offer competitive annuity options for diverse financial goals.
Long Term Care
We provide long-term care insurance to cover extended medical and custodial care costs. These policies help clients preserve assets while ensuring access to quality care for chronic illnesses or disabilities. Our expertise ensures coverage aligns with individual health and financial planning needs.
Disability Insurance
Our disability insurance protects clients' income against unexpected injuries or illnesses. Policies offer customizable benefit periods and coverage amounts to maintain financial stability during recovery. We partner with reputable carriers to deliver reliable income replacement solutions.
Savings Based Insurance
This innovative approach combines insurance with savings strategies to maximize legacy planning. Clients gain tax-deferred growth opportunities, benefit guarantees, and flexible leverage options for long-term care or intergenerational wealth transfer. Our advisors tailor solutions to optimize financial outcomes.
Questions
What insurance products does VIP Insurance offer?
We specialize in life insurance, fixed annuities, long-term care, disability insurance, and savings-based insurance solutions for financial advisors and institutions.
How does VIP Insurance support financial advisors?
We provide advanced marketing tools, proprietary services, full-service back-office operations, and superior case management to streamline advisors' workflows and enhance client outcomes.
Is VIP Insurance part of any industry partnerships?
Yes, we are a partner agency in LIBRA, the nation's leading independent marketing organization for life, annuity, and wealth transfer insurance products.
What areas does VIP Insurance serve?
We operate nationally, supporting financial institutions and advisors across the United States with comprehensive insurance solutions.
