Wealth Empowerment Group understands it can be hard to do it all.
Today, P&C agencies find themselves facing a perfect storm of change. Evolving consumer behaviors, intensifying competition and disruptive technologies are creating new business pressures. It is time to rethink how they secure competitive advantage and sustainable, long-term value in the years to come.
P&C agencies who take the extra steps NOW to learn about providing full-service wealth management coupled with risk management will deepen their client relationships, expand their book of business, and broaden their market differentiation.
Differentiate Yourself From the Competition By Leveraging
The Overlooked Gap in Financial Advice
Grow Your Practice, Increase Your Wallet Share and Enhance Your Revenue
Why Wealth Empowerment Group?
Wealth Empowerment Group was developed in conjunction with We Insure to facilitate the formation of synergistic relationships between independent agents and fully vetted financial advisors. Wealth Empowerment Group provides a turn-key wealth management platform, tools, and resources to facilitate an effective and profitable collaboration between the agent and a qualified team of financial advisors.
Today’s independent agent is well positioned to build their business in a very cost-effective and efficient manner by implementing the tools available to them through their relationship with Wealth Empowerment Group. Our turn-key, actionable and time-tested platform focuses on integrating comprehensive risk management with comprehensive financial advice, designed to help the agent identify new opportunities and develop an overall marketing strategy to enhance their brand.
The platform is powered by CreativeOne (C1), one of the largest independent marketing organizations in the U.S. Founded in 1984, C1 has provided five-star advisor solutions and continues to be an innovator in today’s ever changing financial landscape. With over 140 employees accommodating thousands of insurance and financial professionals nationwide, they provide innovative products, trendsetting lead-generation and award-winning marketing.
Collaboration between We Insure Agents & Financial Advisors Unlocks Significant Potential
As a We Insure agent, you will have access to a dedicated financial services team with the expertise to elevate your business, grow your wallet share and maximize client retention. This platform was developed to provide access to customized marketing to fit each individual practice's needs - whether you want to develop a brand, establish credibility, or just nurture client relationships.
The complementary needs, skills, and resources of We Insure agents and financial advisors create a strong incentive for collaborative initiatives. A cleverly construed association enables both parties to leverage their experience in support of their mutual clientele – and accelerate the growth of revenue for their respective product lines and services.
Join Our Team!
