Helping Agents and Agencies
CHANGE LIVES
PROTECT FAMILIES
IMPACT COMMUNITIES
Who We Are?
At Wealth Alliance Group, our purpose is to change lives, protect families, and impact communities by preserving financial security and promoting health. We’re driven by a passion to provide peace of mind to our clients and create growth opportunities.
Our mission goes beyond just offering services—we aim to inspire both clients and agents to achieve things they never thought possible. Seeing individuals transform, shift their mindset, and realize their potential is what fuels us. By empowering agents with resources, accountability, and a supportive community, we help them overcome obstacles, break through excuses, and unlock their inner excellence. It’s this sense of purpose and commitment to personal and professional growth that motivates everything we do.
What are the agents saying about WAG?
An IMO That Understands Marketing in the 21st Century
WAG provides all the necessary tools you need to succeed.
Handwritten Direct Mail Marketing
Facebook and Google Advertising
Sales Funnels and
Automation Tools
Search Engine
Optimization
Client Services on Your Behalf
A team on healthcare navigators ready to assist your members
Assign service requests to your new team at no cost to you
More time to focus on revenue generating activities
Improve retention by providing great customer service
Scale without overhead or expensive employee salaries
Turn every client into a referral superstar
50,000+ Members Assisted to Date!
The Best Offer In the Industry
The Wealth Alliance Group 3/12 Direct Program has helped hundreds of agents build six and seven figure passive renewals. Our agents write hundreds of applications each and every week with our proven blueprint for success!
Year-Round Preset Appointments at No Cost to You
Fully Independent 1099 Contracting - It's Your Business
Street-Level Commissions - We hold nothing back!
Day One Vesting - You Own Your Book and Renewals
Hands on Nationwide Training for Your First 100 Applications
AI That Works For You
Automate retention and ensure every referral opportunity becomes an absolute advocate for you and your business.
Branded Monthly Newsletters to Every Client at No Cost to You
Low-Cost Optional Handwritten Automated Birthday Cards
Optional Google Review Automation Software for Every Meeting
Professional Phone Line with Call Recording (Usage Not Included)
Software and Templates for Social Media, Funnels, Emails, and more
Does your brand stand out?
If no, let us work on your behalf.
Wealth Alliance Group is interested in growing your unique brand. As part of that investment in you, we pre-design marketing materials for every agency that onboards with us. You'll have a catalog of options that already include Your logo, Your name, and Your branding!
Pre-Designed Social Media Posts for Easy Engagement
Pre-Designed Client Letters and Direct Mail Pieces
Pre-Designed Business Cards, Magnets, Door Hangers, and more
Pre-Designed Tablethroughs, Event Banners, and Flyers
All Design Services at No Cost to You
At WAG, We're in the Relationship Business...
Our background in business coaching and corporate leadership gives us a unique perspective. We Don't Win unless YOU WIN! That's why we offer an industry-leading, unique service to our direct agents and agency partners. Whether you're looking to be a solopreneur, or start a multi-chain franchise, we have the blueprint, plan, and vision to help you accomplish your dreams.
Personal Mentorship Program at No Cost to You
Production Goals, Strategy, and Accountability
Business Development and Structuring Advice
Personal Development and Professional Coaching
Employee Management Secrets and Scalable Processes
Battle-Tested Blueprints to Scale to 10,000+ Apps Per Year
Carrier Contract and Marketing Negotiations and Exit Planning
Do you have questions about Wealth Alliance Group? Are You Ready to Learn More?
Book a call using this calendar to interview our team and see if WAG is the right partner for your business.
Industry Leading New Agent Training and Development
Crystal-Clear Contracts, Release Processes, and Compensation Rates
A Partner that knows How to Sell and Sell at Massive Volume
More dollars invested per-agent than ANY other Medicare FMO!
A direct program with a more than 70% success rate( industry standard of 8%)
A community to grow with that will hold you accountable
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