Your Shield. Your Success.
Helping financial advisors deliver sophisticated insurance and risk management solutions through institutional resources, advanced planning support, and concierge-level service.
Built for Independent Advisors. Powered by Discipline.
Integrated Platform
Part of the Discipline Wealth Solutions Ecosystem
Discipline Assured Solutions™ is the insurance and risk management division of Discipline Wealth Solutions (DWS).
Together, we provide advisors with a fully integrated platform combining investment management, insurance planning, compliance, operations, and technology—allowing advisors to serve clients through one coordinated team.
Our Integrated Platform:
- Investment Management
- Insurance Planning
- Financial Planning
- Practice Management
- Back Office Operations
- Compliance Support
- Advisor Technology
Mission
Empowering Independence. Delivering Discipline.
At Discipline Assured Solutions and Discipline Wealth Solutions, we believe independence should never mean doing it alone.
As an Integrated Advisor Partner (IAP™), we combine institutional resources with personalized support to help advisors grow confidently while maintaining complete independence.
Whether you’re designing sophisticated insurance strategies, expanding planning capabilities, or building a scalable business, our team provides the expertise and operational support needed to help you succeed.
What We Do
Insurance Solutions Built Around Financial Planning
Our specialists work alongside advisors throughout the entire insurance process—from strategy and product selection to underwriting, implementation, and ongoing service.
Our Services
- Case Design
- Product Analysis
- Carrier Illustrations
- Product Comparisons
- Application Processing
Back Office Support
Focus on Your Clients. We'll Handle the Rest.
Insurance can be time-consuming.
We simplify the process by providing experienced case managers and insurance specialists who work behind the scenes so advisors can stay focused on serving clients.
Our Services
- Case Design
- Product Analysis
- Carrier Illustrations
- Product Comparisons
- Application Processing
The Result
- More time with clients.
- Faster case processing.
- Better client outcomes.
- Experienced insurance professionals are supporting every case.
Solutions
Risk Management
Protecting wealth requires more than investments.
Our team helps advisors develop comprehensive protection strategies that safeguard income, assets, businesses, and family legacies.
We provide:
- Retirement Income Planning
- Asset Protection Strategies
- Wealth Transfer Planning
- Business Continuation Planning
- Insurance Product Analysis
- Ongoing Carrier Support
Life Insurance
Sophisticated life insurance planning designed around each client’s financial objectives.
We assist with:
- Term Insurance
- Permanent Insurance
- Indexed Universal Life
- Guaranteed Universal Life
- Survivorship Policies
- Estate Planning
- Business Insurance
- Executive Benefit Planning
From underwriting through policy delivery, our specialists simplify every step.
Care Planning
Helping clients prepare for life’s unexpected healthcare expenses.
Our Care Planning team specializes in both traditional and asset-based long-term care solutions.
Services include:
- Long-Term Care Insurance
- Hybrid LTC Strategies
- Asset-Based Care Planning
- Carrier Selection
- Field Underwriting
- Case Design
Our relationships with leading carriers help reduce declines, improve underwriting outcomes, and create better planning solutions.
Disability Income
Income is often a client’s greatest financial asset.
Disability planning protects that asset.
We help advisors implement:
- Individual Disability Insurance
- Business Overhead Expense Coverage
- Buy-Sell Funding
- Key Person Protection
- Executive Disability Plans
- High-Income Professional Coverage
Whether protecting a business owner or an individual client, our specialists provide efficient, customized planning solutions.
Annuities
Retirement income planning requires flexibility and discipline.
Our annuity specialists provide:
- Fixed Annuities
- Fixed Indexed Annuities
- Registered Index-Linked Annuities (RILAs)
- Immediate Income Annuities
- Deferred Income Strategies
- Income Planning Analysis
We help advisors evaluate products, compare carriers, and design retirement income solutions that align with each client’s goals.
Why Discipline Assured Solutions?
Why Advisors Choose DAS
Independent
Maintain complete independence while gaining enterprise-level insurance support.
Experienced
Access specialists with extensive knowledge across life insurance, annuities, disability income, and long-term care.
Efficient
Reduce administrative work through dedicated case management and streamlined operations.
Integrated
Work with one coordinated team that aligns insurance planning with investments, financial planning, and client service.
Team
Insurance Carriers
Access to Industry-Leading Insurance Companies
Through our extensive carrier relationships, advisors gain access to a broad selection of highly rated insurance companies offering competitive pricing and innovative planning solutions.
Contact
Grow Your Insurance Practice With Confidence
Whether you’re looking to expand your planning capabilities or simply need experienced insurance support, Discipline Assured Solutions is ready to help.