OneDigital Advances Financial Planning Capabilities with Launch of Individual Insurance Center of Excellence

Michael Minton to Lead New Center of Excellence, Driving Strategic Individual Insurance Integration Across Wealth Management

OVERLAND PARK, KS – May 28, 2025 – OneDigital Investment Advisors LLC, a wholly owned subsidiary of OneDigital®, today announces the launch of its Individual Insurance Solutions Center of Excellence (COE), a new initiative designed to more seamlessly incorporate life, disability, and long-term care insurance into holistic financial planning. Anchored within OneDigital’s wealth management practice, the COE will support advisors across the entire OneDigital enterprise, providing access to strategic insurance tools and resources to enhance client strategies. The Center will be led by industry veteran Michael Minton, who will assume the title of National Director, Individual Insurance Solutions.

The new capability empowers advisors to view insurance as a fiduciary-aligned strategy that supports both risk management and alternative investment planning by integrating it more fully into comprehensive financial strategies. It also reflects OneDigital’s commitment to delivering simplified, streamlined support throughout the planning process for both its advisors and the clients they serve.

I’m thrilled to launch this resource for our advisors and their clients. Insurance can be an incredibly powerful planning tool when used strategically. Our goal is to simplify the process, offer hands-on guidance, and ensure every recommendation is aligned with the client’s best interests. This Center of Excellence will help advisors unlock new value in their planning conversations while reinforcing the trust that’s central to every client relationship.
 
— Michael Minton, National Director of Individual Insurance Solutions, OneDigital

Through the Insurance COE, OneDigital advisors will have access to support for case design, product research, quote generation, application assistance, and streamlined licensing and contracting processes. The COE enables advisors to deliver personalized insurance solutions aligned with each client’s goals and financial priorities. Designed to meet clients where they are and help them stay ahead of risk, the Center ensures insurance is thoughtfully integrated into long-term planning strategies.

The Center supports planning across a range of needs, including:

• Life Insurance – Term, whole life, and universal life policies
• Disability Insurance – Income protection in the event of illness or injury
• Long-Term Care Planning – Coverage for home health care, assisted living, and extended care
• Business Insurance Solutions – Key-executive and succession planning policies
• Private Placement & Ultra-High-Net-Worth (UHNW) Solutions – Customized insurance strategies for UHNW individuals, including private placement life insurance

This Center of Excellence represents a major step forward in our mission to deliver fully integrated, planning-led advice. By positioning insurance as a core component of financial planning, we’re giving our advisors the tools to better serve clients, unlock new value in their strategies, and reinforce the trust that defines our approach to wealth management.
 
— Andrew Jefferys, National Vice President of Wealth Solutions, OneDigital

Minton joined OneDigital in 2022, through the acquisition of his firm, East Main Street Advisors, and brings nearly three decades of experience in life insurance, long-term care planning, and distribution strategy. His approach emphasizes the role of insurance as a meaningful component of holistic financial planning, helping advisors incorporate it more thoughtfully into their client strategies.

About OneDigital

OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success, and financial security. Our insurance, financial services, and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. For more information, visit onedigital.com.

Investment advice offered through OneDigital Investment Advisors LLC.