- About WCG
- Our Team
- Our Services
- Sustainable Investing
- Account Access
- Join WCG
Outsourced Insurance Support
The WCG insurance team is an outsourced solution to assist or handle all of your client’s insurance needs; eg, Life, Disability-Income and Long Term Care. Point-of-sale assistance is also available.
Case Design and Illustrations
The insurance team’s support integrates seamlessly with the ARC and your financial planning process to make appropriate carrier and product recommendations for your clients specific risk management needs.
When needed the insurance team leverages our business partners for advanced concepts and case design for your client’s more complex situations.
Underwriting and Case Management
Perhaps the most critical role the team fills is one of underwriting advocacy on both yours and your client’s behalf. Our expertise in this area can lead to more favorable offers and ultimately placement of products to fulfill your clients risk management needs.