About Us
Simplifying Insurance Solutions, Empowering Professionals
In today’s competitive landscape, insurance professionals are often stretched thin. Many excel in sales but find themselves short on time or resources to manage the intricate details involved in closing a sale. That’s where Wells Advantage Group comes in.
Who we Are
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.
Our Vision
In today’s competitive landscape, insurance professionals need a partner they can count on. At Wells Advantage Group, we envision a future where you have the freedom to focus on your strengths while we handle the complexities. Together, we can simplify the process and maximize your success.
Why Choose Us?
At Wells Advantage Group, we believe in building lasting relationships grounded in trust, expertise, and results. Here’s how we stand out:
- Industry Expertise: Decades of experience managing everything from traditional policies to high-limit specialty cases.
- Tailored Solutions: Personalized strategies designed to align with your practice and your clients’ unique needs.
- Commitment to Excellence: From our exceptional service to our selection of top-rated carriers, we’re dedicated to delivering quality in everything we do.
Our guiding principle? “Quality products are available from many sources…quality relationships are not.”
We’re your one-stop solution for comprehensive case support, offering:
- Product and Carrier Selection
- Custom Case Design
- Tailored Presentations
- Underwriting Expertise
- Policy Placement and Delivery