Your practice, without borders.
For insurance and financial professionals, advisors, consultants and entrepreneurs from every industry who want to serve clients whose lives cross borders, while keeping their own brand and clients.
Why professionals join
Provider access
Appointment and coding with established international providers across life, health, investment-linked and protection solutions, through one onboarding path.
Real preparation
CORE by Assembly™: Strategy Labs, Marketplace Labs and over 20 proprietary tools, in a training and reference platform available in English and Spanish, with more languages on the way.
Guidance when it matters
Case guidance, quote requests and a support team that answers in your language.
What stays the same
- Your clients and your relationships
- Your brand and your book of business
- Your advisory process
- Your independence
What you add
- International providers whose solutions reach more than 100 countries
- Education designed for cross-border cases
- Tools from discovery to case preparation
- A community of professionals across regions
Who joins Assembly
Professionals from many industries bring international opportunities to their clients through Assembly.
- Life and health insurance professionals
- Financial advisors and planners
- Accountants and tax professionals
- Attorneys and legal professionals
- Business and management consultants
- Banking and lending professionals
- Agency leaders and independent producers
- Entrepreneurs and professional networkers
Start where you are
Three expansion models, built for the stage you are in.
Launch
For professionals and entrepreneurs entering international markets for the first time. Build the foundation: readiness, market focus, provider access and a first 90-day plan.
- Stage 1
Readiness
Where you stand today and what you need.
- Stage 2
Market and client design
Which markets and clients to focus on.
- Stage 3
Business engineering
Providers, specialists, tools and structure.
- Stage 4
90-day execution
A clear plan for the first quarter.
Providers pay commissions directly to the associate and/or team, according to each provider’s contract. Appointment requirements are set by each provider and vary by jurisdiction.
Prefer to talk first?
Speak with a member of our team in your language. No obligation and no pressure, just a clear picture of what is possible.