Insurance sales are a natural extension of providing advice to clients about their finances. Often advisors will find themselves sending clients to other professionals who then have the opportunity to contend for your clients. Being able to convenience your clients with the ability to administer to their insurance needs is beneficial to you and your clients. To this end, The Investment Advisor Alliance and Wealth Protection Solutions partner to assist advisors in fulfilling clients needs.
Wealth Protection Solutions is an affiliated company founded on the belief that insurance products are for protection of family and of wealth, not for investment. Today there are many people purporting to be financial professionals, and even planners, who exclusively sell insurance products based on scaring the customer. Wealth Protection Solutions is an insurance agency built around the same premise as The Investment Advisor Alliance: the client comes first. We want clients to be able to make a rational, informed decision about their future. This can only be accomplished by presenting both sides of the situation and letting the client have the freedom to decide what to do. No hard sales tactics, no false promises.
IAA advisors are even encouraged to let the client decide where to buy their insurance and are required to fully disclose their potential conflict of interest arising from a commission sale.
Wealth Protection Solutions is an investment advisor and financial planner friendly agency with no sales quotas.
Agents who believe the same are invited to learn more about Wealth Protection Solutions and The Investment Advisor Alliance.
Wealth Protection Solutions is not licensed to sell in all states. Should a non-licensed state be needed WPS is open to applying. Agents are responsible for agent errors and omissions insurance, licensing fees, and other costs. Agents are independent contractors of WPS.