Gather Customer Information
With a simple form, we’ll gather info about your client’s goals and existing insurance policies.
Working Together
Getting it right doesn’t have to be complicated.
We like to keep our working relationships as easy for advisors as possible: no complicated fees, no long-term contracts. We earn our seat at your table every single day.
Explore Suitable Insurance Solutions
We provide objective insight into the possible solutions that could be right for your client.
Collaborate With You On A Recommendation
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Share Advice And Education With Your Client
We’ll join you in presenting our advice to your client—with you in the driver’s seat.
Submit And Manage Paperwork
We’ll manage the rest, working hard to ensure quick processing while keeping you informed.
Support And Reporting
We are ready to provide education, advice, and operational support at all steps of the process.
It Doesn’t Need To Be Complicated
Adding insurance can be simple, cost-effective, and a huge value add for your clients.
Wingman Strategic Partners is a consulting agency providing insurance solutions for financial advisors and their clients.
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