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 vp 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/seller 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 Artistic 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 may give them the information and tips on what’s labored and what hasn’t labored and tips on how 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 reworked the standard of our shopper expertise and empowered advisors to ship extra complete planning options,” mentioned Matt Brinker, managing companion at Service provider, in an announcement. “As advisory companies evolve and shopper’s monetary lives get extra advanced, entry to a educated and culturally aligned planning group is essential for staying aggressive.”
She has employed Rick Muzik, former director of partnerships at Alaris Acquisitions, as chief progress officer and managing companion. 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 growth and also will work together instantly with advisors and finish purchasers.
Each Muzik and Kelly have deep relationships within the RIA neighborhood, 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 stage of help.
“In the event that they need 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 need to use us for consulting, they’ll do this and likewise use the product providing. And in the event that they need to outsource it to somebody on the group, they’ll have us interface instantly with the shopper and implement and work facet by facet with the advisor on what the suggestions are going to be and pull it by means of your complete lifecycle from suggestion to implementation for that shopper.”