Are you ready for a career that allows you the ability to set your own hours, get the compensation you deserve, and make a difference in the lives of others? If so, Insurance Wealth Management may be the opportunity you’ve been looking for. Please thoroughly review our 6 areas below. If what you read is appealing and you’re ready to take the next steps, go ahead and use the calendar link at the bottom to schedule an introductory call.
Insurance Wealth Management (IWM) is an independent life insurance and retirement planning brokerage made up of a consolidated group of independent insurance advisors from throughout the nation. Our brokers are deeply aware of the importance that life insurance & retirement planning have in wealth management and asset protection. IWM allows you to set your own hours, get paid for the compensation you deserve for the work you put in, & make a difference in the lives of others.
Established to help bring balance to the professional & personal lives of independent insurance brokers & agency builders. We strive to provide our agents with the most innovative marketing, lead programs, & technologies; all while offering the highest quality insurance products & services to our clients.
We take the Advisor role, not “salespeople”. This allows us to take the approach that each protection plan is a unique fit for that particular individual. We understand it has to fit a need and budget. We take pride in communicating that to the client but using our unique technique to uncover that need. We will not leave our clients underinsured but also won’t leave them overinsured. Our clients will either leave a Legacy or a Burden, and it is our goal to ensure each one leaves a legacy.
Our brokers have access to a wide range of innovative insurance and financial products designed to meet diverse client needs. From life insurance to retirement planning, we ensure our advisors are equipped with the best tools to help clients achieve financial security.
We partner with over 40 "A"-rated insurance carriers to provide the best solutions for our clients. Our partnerships ensure competitive premiums and comprehensive coverage options, giving our advisors the flexibility to tailor plans for each client.
Joining Insurance Wealth Management comes with a host of benefits designed to support your success as an independent broker:
Free year of life insurance coverage, up to $400,000 in coverage.
Day-to-Day and/or Catastrophic Health Coverage for Half the Cost of the Marketplace. Options for Medical, Dental, and Vision Coverage as well.
The chance to win all-expense paid vacations to incredible destinations worldwide through our marketing company and carriers.
*You must be appointed with the carrier and/or meet qualification requirements.
We offer a personal admin for each of our agents, free of charge, that will do the mundane tasks for the agents including, but not limited to: calling the carriers to follow up on policies, following up with clients, sending out promotion goals, production #s, and much more. Leaving the agents to do what they do best, uncovering & discussing the client’s needs.
With this exclusive contract, you’re able to protect the business that you build, make an income, pass your agency to heirs and create a family legacy, and know that your hard work won’t be taken away. You gain the opportunity to not only own your business, but also a portion of ours through Equity Appreciation Rights in our parent company.
Open & thoroughly review each dropdown to learn more about our exclusive lead program. Our exclusive leads have been proven to close at an average rate of 65% with a 4x return on investment.
This is a 100% commission-based position with no cap on earnings, and we have the best commission and bonus structure in the industry!
New agents start between a 80%-100% commission rate, depending on licenses and experience.
Plus, you have the ability to increase by 5% every 2 months and the opportunity to earn up to 20% in additional monthly cash bonuses.
Simply put, insurance leads are people who have requested quotes or consultations for insurance products.
Here is an example of a mortgage protection lead. Do you think you can help someone who has turned in a form like this?
We take the Advisor role, not “salespeople”. This allows us to take the approach that each protection plan is a unique fit for that particular individual. We understand it has to fit a need and budget. We take pride in communicating that to the client but using our unique technique to uncover that need. We will not leave our clients underinsured but also won’t leave them overinsured. Our clients will either leave a Legacy or a Burden, and it is our goal to ensure each one leaves a legacy.
Our completely revamped onboarding and learning management system is designed specifically for the sales industry. Our intuitive learning platform provides what you need to learn when you need it. Everything is online, so you can learn at your own pace but also where you want.
Our agency’s strengths are accessibility and communication. We partner with only two to three brokers a month because we understand that in this industry, the key to success is quality, not quantity. This is especially true for new agents.
Take ownership of your career today by filling out the form below!