Break Away.
Not Apart.
Break Away. Not Apart.
RIA-focused variable annuity solutions built for independence.
For years, RIAs across the country have encountered the same problems: variable annuities they can no longer access, clients they can’t fully serve, relationships at risk, and potential exposure of their fiduciary responsibility.
That’s why we created RIA VA Solutions, an effortless and compliant way for advisors to maintain access to VA policies through the RIA transition.
Our Offerings
RIA Variable Annuity Solutions
Our streamlined advisor dashboard centralizes legacy VA data into a single, RIA-focused experience, providing clear, consistent visibility into all contract details.
The platform creates a single source of truth to empower holistic portfolio oversight, accurate reporting, and confident fiduciary advice.
Access to legacy variable annuity contract information
Contract analysis
Best-in-class transfer process
Servicing and support
Compliant process
Consultation aligned to your firm's goals
Advisory fee
Integrated, automated reporting and contract insights
Who We Serve
One Platform. All Sizes.
100% Aligned to You.
Whether you're a boutique RIA or a national platform, VA Solutions empowers you to maintain control of your client relationships.
- RIAs who transitioned away from a broker dealer and can no longer access variable annuity contract information.
- Breakaway advisors who want independence without sacrificing continuity.
- Institutions that wish to enhance the value proposition to the RIA firms they recruit and support.
- Firms seeking to add value, retention, and completion to their client offering.
Our Commitment to the Independent Advisor
RIA VA Solutions represents a meaningful step forward in how we support advisors transitioning to the RIA and fee-only model. As our leadership team evaluated the challenges advisors face when going independent, it became clear the industry needed a more complete solution to support legacy variable annuity contracts. We set out to build a full-service platform that combines best-in-class resources, enhanced data integration, and a client-first approach. RIA VA Solutions supports advisors and their firms, not only through the transition period, but for many years to come.
Jim Ludwick | CEO | The Pinnacle Group
Don't Take Our Word for It. Hear From Advisors.
The advisors we support say it best. Real stories. Real outcomes. Real continuity of service, finally.