Heather Kelly, the former head of RIA distribution at Allianz Life, has launched Mosaic Superior Planning, which can assist advisors combine danger administration and insurance coverage into their practices. MAP has obtained minority investments from Service provider Funding Administration and Apollon Holdings, a Service provider-backed registered funding advisory.
The brand new firm will convey advisors entry to Kelly’s experience in integrating insurance coverage into the monetary planning course of. Most not too long ago, she served as first senior vice chairman of advisory and strategic accounts at Allianz, the place she was chargeable for the technique, integration and progress of the agency’s RIA channel, in addition to its dealer/vendor partnerships.
Previous to becoming a member of Allianz, Kelly led danger administration at United Capital, which was acquired by Goldman Sachs in 2019 and then Inventive Planning in 2023. There, she constructed a platform for integrating insurance coverage methods into the planning course of. She additionally has experience in educating advisors and purchasers on how insurance-based merchandise can increase international planning and monetary stability.
“I’m ready the place I can provide them the information and tips on what’s labored and what hasn’t labored and methods to construct that product-agnostic however advisor-centric platform,” Kelly mentioned.
“I had a front-row seat watching Heather construct superior planning and danger administration sources at United Capital that remodeled the standard of our consumer expertise and empowered advisors to ship extra complete planning options,” mentioned Matt Brinker, managing accomplice at Service provider, in an announcement. “As advisory corporations evolve and consumer’s monetary lives get extra complicated, entry to a educated and culturally aligned planning staff is essential for staying aggressive.”
She has employed Rick Muzik, former director of partnerships at Alaris Acquisitions, as chief progress officer and managing accomplice. Previous to becoming a member of Alaris, Muzik labored with United Capital on its danger administration and insurance coverage platforms. He’ll be chargeable for enterprise improvement and also will work together immediately with advisors and finish purchasers.
Each Muzik and Kelly have deep relationships within the RIA group, and MAP has already signed on a number of advisors within the Service provider community.
Kelly’s firm will present advisors entry to each commission- and fee-based merchandise throughout the life insurance coverage, annuity, long-term care, incapacity and Medicare complement marketplaces. It is going to additionally present a mannequin that they’ll plug in to fulfill their desired degree of assist.
“In the event that they wish to do it themselves, they’ll plug in and have a scalable platform that they’ll execute on,” she mentioned. “In the event that they wish to use us for consulting, they’ll do this and in addition use the product providing. And in the event that they wish to outsource it to somebody on the staff, they’ll have us interface immediately with the consumer and implement and work facet by facet with the advisor on what the suggestions are going to be and pull it via your complete lifecycle from suggestion to implementation for that consumer.”
