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.