Help Your Clients Manage Risk, Without Adding to Your Own

Get the partner you need to complement your fiduciary investment advice. We provide insurance expertise to know that your clients understand all of the protection strategies available to them.

Offer Insurance Without the Headache

Partnering with WealthPlan Partners Insurance Associates lets you offer comprehensive protection strategies without requiring you to offer insurance. We partner with you to audit your clients’ policies, handle the paperwork and administrative tasks needed to improve their protection strategies, and deliver objective insurance options.


Unique Plans for Each Person

Our team discusses all available options with your client to know for certain that they are being offered a variety of suitable choices. There’s no “one size fits all” approach in our language.

Make Your Firm Even More Essential

Insurance regulations aren’t something you want to spend time reviewing, so our team will act as your knowledge center. Giving your clients a trusted and objective partner for insurance options can also increase the value of your firm by keeping you at the financial center for any needs in your clients’ lives.


Types of Insurance Offered

Long-Term Care


Group Health Insurance


Take the First Step to Comprehensively Manage Client Risk

Contact our team to learn how you can make good on your promise to offer comprehensive financial advice and simplify your client’s lives.