Reduce Risk, Not Return
One Way to Mitigate Market Risk PRODUCERS CHOICE LEARN MORE
One Way to Mitigate Market Risk PRODUCERS CHOICE LEARN MORE
Jurrien Timmer, Director of Global Macro discusses how uncertainty & demographics put a premium on cash flow in his monthly commentary. (more…)
With the overwhelming bipartisan effort of the House approving the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 417-3, (more…)
We are excited to announce that WIS has now integrated Wealthscape Single Sign-On with our website, wisdirect.com. This new feature allows advisors to access Wealthscape without entering username and passwords, and to bypass the VIP access system. (more…)
Don't miss this upcoming seminar on how to educate your client about LTC. PRODUCERS CHOICE LEARN MORE
Valuable Life/LTC Protection. Meaningful Rewards. Healthier Life! Are your clients covered? CPS INSURANCE SERVICES LEARN MORE
GREAT NEWS: We are excited to rollout Client Portal Access to your end clients via Black Diamond. Black Diamond’s client portal gives you the ability to show your clients their performance, account values and more, all wrapped up in one place...
You are invited to join an Advisor Forum hosted by Investec Thursday, 8/1 at 1 pm at the Pasadena Headquarters (70 S. Lake Ave. Seventh Floor, Pasadena, CA 91101. (more…)
WIS headquarters will be closed starting at 3:00 p.m. (PST) today due to office renovations. Operations will return to normal starting on Monday, July 29, 2019. We thank you for your cooperation.
Dennis and Joyce Kaffel met up with football great Joe Namath while enjoying an evening out during vacation. Looks like Joe has given up football for tennis though… You checked on the appropriateness of his retirement planning while you had...
Today, Ben Garate from Hines Security visited our WIS home office to go over the new structure of Hines Global Income Trust. For the first time ever, WIS debuted a 360-degree camera to film the Advisor Forum presentation. (more…)
I have been a Wealth Management/Investment Counselor for 27 years. My clients and I engage in goals-based Financial Planning, once we have agreed on concerns, goals, and objectives, we let the plan dictate our future portfolio allocation. (more…)
You’re only as efficient as the systems around you, and fortunately, the Risk Number plugs right into all your favorite fintech products including Wealthscape from Fidelity. No more manual entry from Fidelity accounts. Riskalyze is fully integrated, giving you access to...
Join us LIVE tomorrow, Thursday July 25th at 1:30pm PST to see the drawing for our three winners of our Customer Satisfaction Survey 2019. Winners of the three Amazon gift cards ($500 each) will be chosen tomorrow in the Pasadena...
On July 26th, National Financial Services LLC (NFS) will mail Form W-9 to account owners that meet one of the following criteria: • The taxpayer identification number (TIN), Social Security Number (SSN) or Employee Identification Number (EIN), on the account...
As part of our ongoing efforts to enhance your business, WIS has significantly upgraded its insurance resources. Together with its four IMO (Insurance Marketing Organization) partners, WIS now provides you with comprehensive tools to help build your insurance practice. Whether...
We are excited to announce that on Tuesday, July 30 at 1:30 PM PST Riskalyze will host an exclusive webinar for WIS advisors. Attendees will learn how the best advisors are using Riskalyze to attract and win new clients, drive...
You are invited to join an Advisor Forum hosted by Hines Securities on Thursday, 7/25 at 11:30am at the Pasadena Headquarters (70 S. Lake Ave. Seventh Floor, Pasadena CA 91101). Ben Garate will discuss the new structure of Hines Global...
Consider an Annuity for Your Client CPS INSURANCE SERVICES LEARN MORE
Help Your Client Prepare for the Unexpected CPS INSURANCE SERVICES LEARN MORE
Get the lowdown on our industry's Perfect Storm and catch the WIS Advisor Forum replay. HIGHLAND CAPITAL LEARN MORE
Get to Know Highland HIGHLAND CAPITAL LEARN MORE
CPS Insurance Services (CPS) is the nation’s leading independent marketer of individual products to successful financial and insurance professionals. CPS INSURANCE SERVICES LEARN MORE
Is your client having trouble securing an Income Protection Plan because they work in a high-risk industry or occupation? There is now an Income Protection plan that will protect your clients 24 hours a day for sickness and off the...
Many current LTCi policy holders share these common similarities. CPS INSURANCE SERVICES LEARN MORE
WIS Advisors are invited to an eMoney webinar hosted by WIS and eMoney on August 7, 2019 at 1:30PST. (more…)
An Upcoming Seminar on Talking to Your Clients About Tax Diversification Strategies TRUCHOICE FINANCIAL LEARN MORE
You are invited to join an Advisor Forum hosted by Triton Pacific on Thursday, 7/18 at 11:30 am at the Pasadena Headquarters (70 S. Lake Ave. Seventh Floor, Pasadena CA 91101). Griffin Hoover will be sharing his knowledge and discussing Private...
Watch Now – Learn about the 4 Step Long-Term Care Planning Process and become more effective with Clients in handling the Conversation of Long-Term Care Planning PRODUCERS CHOICE LEARN MORE
At WIS, we're all about being as transparent and helpful as possible for our amazing advisors. That's why we've developed a new series that's intended to answer the various questions that come up. In our first episode, watch as WIS...
The WIS Advisory team has recently made updates to the WIS Investment Management Agreement (IMA). For your reference, below is a list of items that were updated within the document: (more…)
Today, Charles Jensen, from Inland Securities, shared ways to identify new sources of revenue from your current book of business and by building referral networks through centers of influence. (more…)
You are invited to join an Advisor Forum hosted by Inland Securities Corporation on Thursday, 7/11 at 11:30am at the Pasadena Headquarters (70 S. Lake Ave. Seventh Floor, Pasadena CA 91101). (more…)
Mary Palmer, our VP of First Impressions, will be featured as Mrs. Corry in the Taylor Performing Arts Center's rendition of Mary Poppins this weekend! (more…)
We have two new interns starting today. When you have a chance, please say hello and introduce yourself to: (more…)
Anniversaries are important to us at WIS because it gives us an opportunity to remember why we are all here: (more…)
In observance of the Independence Day holiday, WIS will be closed Thursday, July 4, 2019. (more…)
It’s quarter-end billing time and with over 200 advisors and almost 8000 accounts to bill on, no wonder Jesus and Jasmin need a few cups of coffee to work their way through billing this week, of course with all smiles....
Dan Novak and Jacob Williams (of Williams & Novak) were kind enough to buy a mountain of pizza for the entire office today. (more…)