Strategic Partners

WIS Insurance Services

Strategic Partners

WIS has partnered some of the larger national life insurance brokerage firms to provide you with life, annuities, long term care and disability income solutions for your clients. Below is a list of the different insurance marketing agencies that we currently partner with to provide our customers with a full-service insurance experience.  For more information regarding our insurance services, please contact Andrew Kuo.

Partners:

CPS Insurance Services
Highland Capital Brokerage
Producer’s Choice Network (PCN)
TruChoice Financial Group

CPS Insurance Services

CPS Insurance Services has built a solid network and established a substantial presence across the USA as the leading provider of products, service and support in the insurance industry. Celebrating 45 years of continued success, we are dedicated to meeting and exceeding the needs of individual advisors by providing a balanced mix of the latest information and technologies, along with years of industry knowledge and service expertise.

CPS is dedicated to helping financial services professionals plan for and secure their clients’ futures. We hold strong to our core values of Integrity, Passion, Excellence, Collaboration and Creativity. By doing so, we offer you access to the best companies, products and services in the insurance industry.

By partnering with CPS, you have access to over 50 top rated carriers in the lines of Life, Annuities, Long Term Care, Disability Income and 401(k) services. The CPS marketing team is equipped with CLU, ChFC and LOMA designations, offering strategic and advanced consulting, case design and management and point of sale support. We offer immediate turnaround proposal service, field underwriting expertise, and application, licensing and contract processing with status reports. In addition, the CPS website offers an array of tools to help you to grow your business including up-to-date product information, quoting engines, live case status applications and forms, and access to educational materials, webinars and on-site events.

CPS understands the market and delivers the level of service and support that you expect and deserve. We look forward to partnering with you to help grow your business and assisting you with all of your insurance needs.

Highland Capital Brokerage

We’re an IDC that stands above the rest when it comes to delivering highly beneficial conservative products, partnering with trusted household names (e.g., Nationwide, J.P. Morgan, and Merrill Lynch to name a few), and offering top-tier support to rising producers such as yourself.

Our firm is a trusted partner to Western International Securities, and we would love the opportunity to show you why we’re the fastest growing IDC in the industry.

We know your clients are looking for less risk and safer alternatives, guaranteed incomes for life, safe money accumulation and principal protection, tax-free strategies, and long-term care safety nets. We offer those solutions, and we’d love to help you provide them.

Simply put, we can help you deliver better results. We’ll show you how to …

  • Create a reliable income and reduce portfolio risk at once
  • Protect your client’s principal and future legacy
  • Provide tax-free strategies and multi-generational planning

If those sound like the right solutions for your clients, we’re going to be a perfect match. In addition to what we can help you do for them, we’re here to help you too. Top-producing advisors choose us for good reason!

Here is just a sample of what we offer:

  • Proprietary marketing programs with proven results (such as, 625% increased reach through digital marketing and workshop training that closes an average of 67% of attendees)
  • Streamlined application processing and encrypted case submission
  • 24/7 Access to quotes, applications, and carriers
  • A vast array of business development tools and resources

And that’s just the tip of the iceberg when it comes to what we can do for your practice’s growth. Give us a call and let us customize the perfect solutions for your business.

AnchorProducer’s Choice Network (PCN)

We are a national team of financial, business and marketing professionals who believe in placing others first, keeping promises and planning for life. Our passion for serving others well is what drives us to dedicate time, energy and resources to help financial professionals become more for their clients.

With Producers Choice Network Right by Your Side, Live Free.

How We Serve You

We empower advisors by equipping them with advanced education and training, powerful operational support and dynamic marketing solutions designed to help plan, protect and grow their business.

Get Equipped

  • Education & Training
  • Strategic Planning
  • On-Site Assistance
  • Virtual Appointments
  • Case Design
  • Advanced Underwriting
  • Industry Resources

Operate with Ease

  • Application Assistance
  • Online Quoting Tools
  • Contracting & Licensing
  • Policyholder Services
  • Commission Processing
  • Electronic Submission

Market with Meaning

  • Contact PCN’s Regional Marketing and Sales Support Team

TruChoice Financial Group

Why TruChoice?

Helping You Grow Your Business is Our Business.

TruChoice was founded to help producers do more.

More marketing. More lead generation. More business development. And at the end of the day, more fixed insurance premium.

Our approach to helping you ‘do more’ is multi-faceted.

We’ve assembled a team of the industry’s most talented product technicians and armed them with powerful marketing solutions, innovative technology and comprehensive product lineup to bring you a truly unique, one-stop shopping experience.

COMPREHENSIVE PRODUCT PORTFOLIO

Our financial professional-centric culture carries through to our product portfolio. We maintain relationships with a wide array of carriers to ensure you have access to the mainstream and specialized products you and your clients need.

WE’VE LEARNED WHAT WORKS

In 2018, we helped producers like you close $3 billion in fixed index annuity sales and $25 million of life insurance business. We have large national scale and robust resources to help financial professionals achieve more through our marketing and training platform, but we operate from localized regional offices to provide a “best in class” experience with a personal touch. Relationships are centric to everything we do, from the products we offer to the marketing systems we develop. We are hyper focused on creating innovative tools and training opportunities help you grow your practice.

We love what we do, and we can’t wait to help you too.

For financial professional use only.  Not for use with the general public.

INSURANCE Quick Links

Highland Capital Brokerage

 

INSURANCE Quick Links

Producer's Choice Network

 

QUICK LINKS
CONTACT INFO
  • Bond Support: 866.746.7075
QUICK LINKS
QUICK LINKS

Fidelity:

2020 Fidelity Tax Information

Pershing:

2020 Pershing Tax Information

Wedbush:

2020 Wedbush Tax Statement Mailing Dates:

  • 1099R - February 1, 2021
  • 1099R Consolidated - February 8-16, 2021
  • 480.6 (PR) - March 1, 2021
  • 1042-S - March 16, 2021
  • 5498 - May 31, 2021

WIS:

QUICK LINKS

QUICK LINKS

WHO IS AML?

Isela Ortega-Wu, CAMS

Courtney Valek, CFE, CAMS

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