Your Partner in Insurance Solutions
Wells Advantage Group is a resource for insurance professionals who need assistance with individual life, survivorship, disability, long-term care and annuity cases. We can assist you with all facets of the sale: including product and carrier selection, case design, presentation, underwriting; and all the way to policy placement and delivery. We also manage large cases, dealing with the auto bind, jumbo and retention limits of the carriers involved, and seeing it to completion. With our selection of carriers rated among the best in the industry, we are able to offer our brokers an extensive array of products and underwriting philosophies to meet the various and unique needs of your clients.
Quality products are available from many sources…quality relationships are not.
What We Do
We specialize in assisting insurance professionals with every aspect of their cases, including:
- Carrier and Product Selection: Access a curated network of industry-leading carriers with diverse underwriting philosophies.
- Custom Case Design: Tailored strategies to meet the unique needs of your clients.
- Seamless Underwriting and Placement: From trial applications to jumbo cases, we navigate the process with expertise and efficiency.
- Ongoing Support: Our team is with you from start to finish, ensuring every detail is handled with care.
No matter how challenging the case, our team thrives on turning obstacles into opportunities.
Our Services
Our expertise in tough-to-place cases sets us apart. From in-house underwriting to trial applications and an exclusive large-case pre-approval program, we know how to turn rated or declined cases into successful sales.
Life Insurance
Protect your loved ones’ future with tailored life insurance solutions designed to provide peace of mind and financial security.
Disability INCOME
Safeguard your income and lifestyle with comprehensive disability coverage for individuals and businesses.
Long-Term Care
Plan ahead with long-term care options that ensure your clients have the support they need when it matters most.
AnNuities
Secure steady income for the future with flexible annuity products built for stability and growth.