Our analytical process can be especially valuable to advisors as they transition to independence or to a new firm. We find this is an ideal time to review:
Engagements often begin with an assessment of your client’s existing annuity and life insurance. Our team will conduct a deep dive assessment of current client policies using a scholastic approach to determine policy viability probability. We also examine policy imbedded fees, cost-of-insurance, cash value growth potential, allocation options, income and death benefit features. The result will determine whether clients should maintain their current solution or if they can achieve a better outcome by transitioning to lower cost or fee-based insurance solutions. Considering fiduciary and best-interest standards, we only make recommendations if there is a clear and distinct opportunity to better the client situation.
Our experts can act as an extension of your team as you engage clients in conversations around advanced planning concepts. We provide you with education and recommendations around business owner strategies and complex estate strategies – regardless of whether an insurance solution is part of the strategy. Our strengths include:
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.
Credentialed, experienced, licensed professionals act as an extension of your team. We work through you to guide your client based on your standard of care. Wingman collaborates with the Advisor to ensure the insurance solutions fit the client’s financial plan. The clients always remain yours. Period.
Wingman Strategic Partners is a consulting agency providing insurance solutions for finanical advisors and their clients.