Sage Insurance Partners (SIP) was created to support financial advisors and their holistic planning needs. Founded in 2021, we strive to provide exemplary service to financial advisors looking to add insurance and annuities to their practice. With a service-first mentality, the team at SIP is dedicated to helping you help your clients.
LIFE
DISABILITY
LONG TERM CARE
FIXED ANNUITIES
Sage Insurance Partners (SIP) was created to support financial advisors and their holistic planning needs. Founded in 2021, we strive to provide exemplary service to financial advisors looking to add insurance and annuities to their practice. With a service-first mentality, the team at SIP is dedicated to helping you help your clients.
LIFE
DISABILITY
MEDICARE
LONG TERM CARE
FIXED ANNUITIES
Our Team
Kip Kiser is a detail-oriented insurance specialist with over 30 years of industry experience. He has designed and implemented advanced strategies for families, entrepreneurs, and professionals alike. Kip is experienced in training and business development for advanced insurance concepts, business and estate planning, retirement planning, and asset repositioning strategies.
Kip is a Charlotte-area native and graduated from the University of North Carolina Wilmington. He takes great pride in his family, and considers his greatest accomplishment being a dad and grandad. Kip also finds enjoyment outside of work through his faith as an Ordained Deacon at his church and staying active through running and hiking, playing golf, and traveling. His most recent passport stamp is Placencia, Belize.
Our Partner
Financial Independence Group (FIG) provides back-office support to Sage Insurance Partners. FIG has been in the insurance industry for over 40 years and has over 165 team members and more than 70 insurance partners. They act as an extension of SIP, providing assistance with case management, sales, underwriting, and advanced planning.
Compensation
By You
100% Compensation
Earn 100% of street compensation
We offer back-office support and act as a resource every step of the way to help you place insurance business.
WITH You
80% Compensation
Earn 80% of street compensation
SIP staff will work with you, side-by-side, including participating in all client calls.
For You
60% Compensation
Earn 60% of street compensation
Introduce your client to SIP and we’ll take it from there and do everything for you, including conducting client meetings from discovery to policy issuance.
By You
100% Compensation
Earn 100% of street compensation
We offer back-office support and act as a resource every step of the way to help you place insurance business.
WITH You
80% Compensation
Earn 80% of street compensation
SIP staff will work with you, side-by-side, including participating in all client calls.
For You
60% Compensation
Earn 60% of street compensation
Introduce your client to SIP and we’ll take it from there and do everything for you, including conducting client meetings from discovery to policy issuance.
Split Commission Guidelines
Every case is unique, and therefore we encourage thoughtful discussions on roles and responsibilities when thinking about splitting commissions.
| Weighting | By You | With You | For You | |
|---|---|---|---|---|
| Identify Interested Prospects | 20 | Advisor | Advisor | Advisor |
| Data Gathering | 10 | Advisor | Advisor/SIP | SIP |
| Case Design | 10 | Advisor | Advisor/SIP | SIP |
| Presentation | 10 | Advisor | Advisor/SIP | SIP |
| Take Application | 15 | Advisor | Advisor/SIP | SIP |
| Underwriting Coordination | 15 | Advisor | Advisor/SIP | SIP |
| Ongoing Servicing | 20 | Advisor | Advisor | Advisor |
