What We Help Families With

At The Wealth Agency, we lead with education and build plans that fit the client’s goals—protection first, then long-term strategy.

 Our Core Service Areas

We help families structure coverage that protects income, pays off debt, and creates a financial safety net. When appropriate, we also educate clients on living benefits options and how protection can support long-term planning.

Protection Planning (Life Insurance + Living Benefits)

  • Life Insurance

  • Income replacement

  • Legacy planning

Retirement / savings

  • Long-term accumulation strategy

  • Tax efficient retirement

  • Goal-based planning

  • Annuities

Financial Education

  • Increase clarity and confidence

  • A simple next-step plan

  • Better client decision-making

Private Client Services (PCS)

  • Comprehensive fact-finding and needs analysis

  • Strategy coordination across protection + retirement goals

Home Loans

  • Purchase

  • Refinance

How We Serve Clients

We lead with process, not pressure.

  • Financial Needs analysis

  • Discovery & goals

  • Education + options

  • Implementation Support

  • Long-term relationship + reviews

What you'll Be Trained To Do

  • Conduct a clean discovery conversation

  • Identify needs and recommend next steps

  • Present solutions clearly and compliantly

  • Follow a consistent process from lead - appointment - application - service

STILL NOT SURE?

Frequently Asked Questions

Question 1: Do I need to know everything to start?

No. We train you on the process and provide scripts and systems so you can learn while executing.

Question 2: Do we offer financial advice?

We focus on education and solutions within our channels and licensing. Advisory services (if/when applicable) follow proper licensing and supervision.