Heather Kelly, the former head of RIA distribution at Allianz Life, has launched Mosaic Superior Planning, which can assist advisors combine threat administration and insurance coverage into their practices. MAP has acquired minority investments from Service provider Funding Administration and Apollon Holdings, a Service provider-backed registered funding advisory.
The brand new firm will carry advisors entry to Kelly’s experience in integrating insurance coverage into the monetary planning course of. Most just lately, she served as first senior vice chairman of advisory and strategic accounts at Allianz, the place she was liable for the technique, integration and development of the agency’s RIA channel, in addition to its dealer/vendor partnerships.
Previous to becoming a member of Allianz, Kelly led threat 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 shoppers on how insurance-based merchandise can increase world planning and monetary stability.
“I’m ready the place I can provide them the information and methods on what’s labored and what hasn’t labored and learn how to construct that product-agnostic however advisor-centric platform,” Kelly mentioned.
“I had a front-row seat watching Heather construct superior planning and threat administration assets at United Capital that remodeled the standard of our shopper expertise and empowered advisors to ship extra complete planning options,” mentioned Matt Brinker, managing companion at Service provider, in a press release. “As advisory corporations evolve and shopper’s monetary lives get extra complicated, 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 development officer and managing companion. Previous to becoming a member of Alaris, Muzik labored with United Capital on its threat administration and insurance coverage platforms. He’ll be liable for enterprise improvement and also will work together straight with advisors and finish shoppers.
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’s going to additionally present a mannequin that they’ll plug in to fulfill their desired degree 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 in addition use the product providing. And in the event that they need to outsource it to somebody on the group, they’ll have us interface straight 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 way of the complete lifecycle from suggestion to implementation for that shopper.”
