About Wealth Watch Partners

Wealth Watch Partners is a professional IMO (Independent Marketing Organization) with a focus on assisting elite agents and advisors in taking their Life and Annuity business to the next level. Our executive team consists of seasoned industry experts with decades of experience building and maintaining successful financial firms. We understand the daily challenges that you face in your business and can help you overcome many of these obstacles. After all, we’ve walked in your shoes. It’s from these years of experience and learning that we feel qualified to assist you through coaching, mentoring, training and support.

Benefits of Partnering With Us

Working with the right partner is crucial to your ongoing success. Having a team that backs you up with knowledge, experience and the best solutions for your clients will help you build a solid firm. We hope that you will see the benefit of using Wealth Watch Partners to assist in growing your business. Here are a few of the ways we can help:

Benefits for Advisors

Top contracts with over 50 Carriers
Case design, app scrubbing and pended business follow-up
Product & solution training events (live and via webinar) to increase your knowledge base
Sales training events (live and via webinar) to increase your chance of making the sale
Tested and approved marketing programs that actually work and put you in front of more qualified prospects
Support from a team of professionals with decades of years of experience and who have actually been in the field selling

Benefits provided by Our Advanced Case Design Team

Business Continuity—Buy-Sell, Key-man & Executive Bonus
Income Rider Illustrations & Comparisons
Roth Conversion & Stretch IRA Illustrations
Estate Planning using an ILIT (Irrevocable Life Insurance Trust)
Premium Financing

Carriers & Solutions

Wealth Watch Partners has built a comprehensive platform to assist agents and advisors with solutions from the industry’s most reputable Carriers. These Carriers are among the highest ranked firms according to many independent rating companies, and offer best-in-class solutions such as:

Annuities—FIA’s, SPIA’s & MYGA’s
Life Insurance—Term, IUL, Whole Life, GI & Final Expense
Long Term Care Insurance
Disability Insurance
Medicaid Solutions