For Financial Advisors
Give your clients insurance strategy,
not just product advice.
Private Reserve™ gives advisors a structured framework to deliver insurance planning as a fiduciary service—deepening client relationships and creating recurring revenue.
"Insurance works best when someone is accountable for the whole picture."
Why Partner
Insurance strategy as a
fiduciary service.
Most advisors leave insurance to agents. Private Reserve gives you a structured framework to deliver insurance planning as a core competency—deepening client relationships and creating recurring revenue.
Structured Framework
Deliver insurance planning using the Private Reserve methodology—a repeatable, defensible process that demonstrates fiduciary care.
Client-Facing Vault
Give each client a co-branded Private Reserve Vault where they can see their full insurance picture—building trust from the first meeting.
Recurring Revenue
Move from one-time product commissions to ongoing planning subscriptions. Stewardship tiers create durable client relationships.
Differentiation
Separate yourself from transactional agents. Most advisors sell insurance—you'll be the one who designs it.
How It Works
A simple path to insurance planning.
Request Access
Apply for advisor access to explore the platform, pricing, and partnership terms.
Onboard Your Practice
Get trained on the Private Reserve methodology and integrate the Vault into your client workflow.
Deliver Insurance Strategy
Use the framework to deliver structured insurance planning—building trust and recurring revenue.
Pricing
Built for your practice.
Advisor pricing is structured around your practice size and client volume. We offer both per-client and practice-level licensing options, with revenue sharing on Strategy and Stewardship tiers.
No upfront commitment required. Explore the platform first.
Partner With Us
Elevate your practice.
Deliver real insurance strategy.
Request advisor access to explore the Private Reserve platform. See how the framework, tools, and pricing work—and whether it fits your practice.
"The best advisors don't sell insurance—they design it."