Ready to Take Control of Your Career Path?

You're In the right place!

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. 

Read through Our Company Overview below. If what you read is appealing and you’re ready to take the next steps, go ahead use the calendar link at the bottom of the overview to schedule an introductory call.

Ready to take control of your career path

You're in the right place!

About Us

Insurance Wealth Management is an independent life insurance and annuity brokerage made up of a consolidated group of independent insurance advisors from throughout the nation who are deeply aware of the importance life insurance has in wealth management and asset protection.

our values

01

We believe in service to our clients and in helping them achieve peace of mind and security through our products

02

We believe that work/life balance is key to success.

03

We believe in providing agents with a true and clear path to agency ownership,

04

We believe that people and relationships come first.

05

We believe in transparency and honesty with our agents and our clients.

06

We believe In personal and professional development as a means of providing exceptional service

07

We believe in the power of teamwork and the importance each individual plays in the team's success

08

in having fun and we getting stuff done

Our services

We offer our clients a complete and comprehensive line of products for every stage of life's journey!

Permanent Life Insurance

Term Life
Insurance

Mortgage Protection Insurance

Final Expense Insurance

Retirement
Solutions

Critical Illness and Disability

Our Partner Carriers

Our agents have the ability to write with over 50 of the Nation’s top-rated insurance companies

Why Work With Us?

we have the tools and resources to help you achieve the results you desire

Best-in-class Commissions & bonuses

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.  

Check Out Our Recent Leaderboards!

The Industry's only value-based leads program

Since 2021, Our parent company, Quility has invested over $29 Million into lead generation techniques. We also subsidize our leads, providing our agents with exclusive access to the highest quality leads at the industry’s lowest prices.

Our exclusive leads have been proven to close at an average of 65% with a 4x return on investment.

Lead FAQs

Open each dropdown to learn more about our exclusive lead program

Simply put, insurance leads are people who have requested quotes for insurance products. 

Here is an example of a mortgage protection lead. Do you think you can help someone that has turned in a form like this?

We own our own Lead Generation company! 

And our omnichanel approach to lead generation produces 16 different lead types, and 15,000 new leads every week + 1.2 million bonus leads available!

Our leads are the least expensive yet the highest quality in the industry. On average, you can expect to book about 65% of contacted leads. Of that 65%, an average agent will get applications on about 65% of their appointments.

What separates our leads from others in the industry is that we use clear and direct language (Life Insurance, Mortgage Protection Insurance, Final Expense Insurance), so that people know exactly what they are responding to. 

Our leads are also vetted before they are distributed to agents, ensuring that any lead you purchase is a quality, high intent lead, with all of the information you need to make a sale. 

Our leads are the least expensive yet the highest quality in the industry, because our home office subsidizes the cost of leads to help our agents at all levels, with lead options for every budget. 

For new agents, “A” leads start at about $30, and Bonus Leads, or “B” leads range between $2 to $8.

For your first month in business, we recommend that your initial lead budget is between $400-$800, spread out over 4 weeks. This should get you more than enough leads to start seeing a return. 

After that first month, your weekly lead order should consist of about 5-10 “A” leads and 10-15 “B” leads, or $300 – $600 / week.

We have such a belief in our leads, that we will cover 100% of the cost of your second batch of leads. We are all in this together.

“A” leads are leads that have never been sold. They are exclusive to the agent for five weeks and their price depends upon contract level. For new agents, they start at about $35.

“B” Leads or Bonus Leads include B1, B2, B3, B4, & B5 leads. The difference is based on how old the lead is. 

  • B1 Lead: Distributed once as an A lead but still has not been sold. Now $7.99 each. Starts at five weeks of age and can go up to eight months.
  • B2 Lead: Distributed twice. Once as an A lead then as a B1 but still has not been sold. Now $6.99 each. Starts at 10 weeks of age and can go up to 10 months.
  • B3 Lead: Distributed up to three times. Once as an A lead then as a B1 & B2 but still hasn’t been sold. Now $5.99 each. Starts at 15 weeks of age and can go up to 12 Months.
  • B4 Lead: Distributed up to four times as an A lead, B1, B2, and B3 Lead but still has not been sold. Now $3.99 each. Starts at 20 weeks and can go to 18+ months.
  • B5 Lead: Distributed up to five times. These leads are $1.99 and are between five months and 35 months old. These are exclusive to the agent as a B5 lead for three months.

A new agent should see a 4x return on lead investment, resulting in $500-$600 in commissions on each application. We had a new agent recently spend $450 in leads and turned in $8,500 in annual premiums their very first week in the business with no previous insurance or sales experience!

If you don’t want to or can’t take advantage of the lead program, you do not have to. You can cold call, door knock, or talk to family and friends. We have training and resources to help you with this as well.  But, the lead program is here for those that want to SUPERCHARGE their business.

Personalized Training

Online Learning with Quility U + Summit 

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 to learn it. And everything is online so you can learn at your own pace. 

Mentorship & Support

Accessibility and communication are our Agency’s strengths. We only partner with 2-3 brokers a month because we understand that in this industry, the key to success is quality, not quantity. And that’s especially true with new agents.

  • Weekly (or more) 1-1 coaching sessions with an experienced upline
  • Weekly team calls
  • A customized roadmap for success
  • We’ll even run your first couple of appointments for you!

Innovative Products and Technology

Our Agents Have Free Access To Our Industry Leading Insurtech

  • Automated Lead Syncing
  • Automated Lead Nurturing
  • Multichannel Communication
  • Remote Business Management
  • Templates
  • Online Calendar
  • Sales Funnels

A True path to agency ownership

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, Symmetry Financial

Agent Perks

My Life
Policy

Free year of life insurance coverage

Up to $400,000 in coverage

My Health
Policy

Day-to-Day and/or Catastrophic Health Coverage for Half the Cost of the Marketplace

Medical, Dental, and Vision Coverage

Trips + Incentives

The Chance to Win All-Expense Paid Vacations to Incredible Destinations Worldwide through Symmetry and Our Carriers

Please Note: you must be appointed with the carrier and/or meet qualification requirements

Administrative Assistant for Our Agents

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, discussing the client’s needs!

Ready to make a change?

Take ownership of your career today by filling out the form below!


Connect With An Advisor

Get Your Free Guide to Buying Life Insurance!

Simply provide us with your name and email address and we’ll send you our life insurance buyers guide at no cost or obligation. 

Smiling female manager offering senior couple to take out life insurance