We offer solutions that range from proprietary product design and development to a “turn- key” package that includes rep training, marketing materials and product rollout. We serve the independent Broker-Dealer (BD), Financial Institutions (FI), Registered Investment Advisor (RIA), and Employer Markets (403(b) and 401(k)).

We bring over 15 years of product development experience with several of the nations leading insurance companies. Our technology arsenal is impressive: Real-time processing, unbundled rider chassis’, electronic feeds (both proprietary and support for common software packages) and the most dynamic trading platform in the insurance industry. Let us negotiate a “win-win” product design for you.

Our Advisory practice provides valuable insights into how Broker Dealers, Registered Investment Advisors and Representatives can add significant growth to their assets under management through innovative proprietary product design.

Outer Banks Financial, LLC leads the industry as providers of financial product design and development. As “downside” protection experts, our practice is focused on finding opportunities and leveraging them to the advantage of our clients in the form of increased revenue and market differentiation.