Who We Serve

Insurance-Focused Advisors

Enhance your insurance practice with scalable research,
compliant investment structure, and clear client communication.

The Growing Role of Investments in Insurance Practices

Insurance-focused advisors are increasingly expected to provide investment guidance alongside risk management and protection-based strategies. But managing investments requires research, oversight, and clear communication—often without the support of an internal investment team.

  • Balancing insurance planning with investment expectations

  • Meeting compliance standards without an internal research team

  • Explaining investment decisions during uncertain markets

  • Offering more holistic advice without added operational burden

  • Ensuring consistency across all client portfolios 

Helios gives insurance-focused advisors the investment foundation needed to deliver a more complete financial experience.
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 Remove The Workload, Emotion, and Stress from Managing Investments.

Helios provides the research, technology, and tactical
workload support that growth-oriented practices need.

Support That Elevates Your Full-Service Offering

Helios becomes the investment engine behind your insurance practice—helping you offer more comprehensive guidance without adding research analysts or operational complexity. This strengthens trust, deepens relationships, and increases the value you deliver to clients.

  • Automated oversight for models and portfolios

  • Weekly insights that help explain market changes

  • Direct advisor support for complex client situations

  • Scalable research and communication tools for growing practices
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See How Helios Supports Insurance-Focused Advisors

Helios empowers insurance-focused advisors with a compliant, consistent investment
framework that enhances planning conversations and broadens their overall value to clients.

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Don't Just Take our Word for it.

Trusted by 400+ Advisors

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By utilizing Helios, we have been able to double our firm's revenue, enhance returns for our clients and save tons of time in the back office, allowing us to focus on our energy on engaging with clients.

Kevin T. CRPC™
Current Client

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From an efficiency standpoint, my practice is so lean and mean. It's everything I'd ever envisioned without hiring five people.


Brian B. CFP®
Current Client

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Helios has made it simple to tailor fit investment models to client-specific needs.



Lucas N. CFP®
Current Client

We'd Love to Learn About You!

Every practice is unique.  400+ Advisors have chosen to partner with Helios because we able to help them deliver a powerful client experience, drive growth, and reduce costs.  


Prefer to connect by email?
Reach us at hello@heliosdriven.com