Helping Agents and Agencies

CHANGE LIVES. PROTECT FAMILIES.

and

IMPACT COMMUNITIES.

Helping Agents and Agencies

CHANGE LIVES

PROTECT FAMILIES

and

IMPACT COMMUNITIES

Join the WAG Family Today!

Who We Are?

At Wealth Alliance Group, our purpose is to change lives, protect families, and impact communities by preserving financial security and promoting health. We’re driven by a passion to provide peace of mind to our clients and create growth opportunities.

Our mission goes beyond just offering services—we aim to inspire both clients and agents to achieve things they never thought possible. Seeing individuals transform, shift their mindset, and realize their potential is what fuels us. By empowering agents with resources, accountability, and a supportive community, we help them overcome obstacles, break through excuses, and unlock their inner excellence. It’s this sense of purpose and commitment to personal and professional growth that motivates everything we do.

What are agents saying about WAG?

An FMO That Understands Marketing in the 21st Century

WAG provides all the necessary tools you need to succeed.

Handwritten Direct Mail Marketing

Facebook and Google Advertising

Sales Funnels and

Automation Tools

Search Engine

Optimization

Client Services on Your Behalf

A team on healthcare navigators ready to assist your members

Assign service requests to your new team at no cost to you

More time to focus on revenue generating activities

Improve retention by providing great customer service

Scale without overhead or expensive employee salaries

Turn every client into a referral superstar

50,000+ Members Assisted to Date!

The Best Offer In the Industry

The Wealth Alliance Group 3/12 Direct Program has helped hundreds of agents build six and seven figure passive renewals. Our agents write hundreds of applications each and every week with our proven blueprint for success!

Year-Round Preset Appointments at No Cost to You

Fully Independent 1099 Contracting - It's Your Business

Street-Level Commissions - We hold nothing back!

Day One Vesting - You Own Your Book and Renewals

Hands on Nationwide Training for Your First 100 Applications

An FMO That Understands Marketing in the 21st Century

Handwritten Direct Mail Marketing

Facebook and Google Advertising

Sales Funnels and Automation Tools

Search Engine Optimization

Client Services on Your Behalf

A team on healthcare navigators ready to assist your members

Assign service requests to your new team at No Cost to you

Free up your time to focus on revenue generating activities

Improve retention by providing great customer service

Scale without overhead or expensive employee salaries

Turn every client into a referral superstar

50,000+ Members Assisted to Date!

A. I. That Works For You

Automate retention and ensure every referral opportunity becomes an absolute advocate for you and your business.

Branded Monthly Newsletters to Every Client at No Cost to You

Low-Cost Optional Handwritten Automated Birthday Cards

Optional Google Review Automation Software for Every Meeting

Professional Phone Line with Call Recording (Usage Not Included)

Software and Templates for Social Media, Funnels, Emails, and more

Does your brand stand out?

No...let us work on your behalf.

Wealth Alliance Group is interested in growing your unique brand. As part of that investment in you, we pre-design marketing materials for every agency that onboards with us. You'll have a catalog of options that already include Your logo, Your name, and Your branding!

Pre-Designed Social Media Posts for Easy Engagement

Pre-Designed Client Letters and Direct Mail Pieces

Pre-Designed Business Cards, Magnets, Door Hangers, and more

Pre-Designed Tablethroughs, Event Banners, and Flyers

All Design Services at No Cost to You

The Best Offer In the Industry

The Wealth Alliance Group 3/12 Direct Program has helped hundreds of agents build six and seven figure passive renewals. Our agents write hundreds of applications each and every week with our proven blueprint for success!

Year-Round Preset Appointments at No Cost to You

Fully Independent 1099 Contracting - It's Your Business

Street-Level Commissions - We hold nothing back!

Day One Vesting - You Own Your Book and Renewals

Done-With-You Remote Support for Your First 100 Applications

A. I. That Works For You

Automate retention and ensure every referral opportunity becomes an absolute advocate for you and your business.

Branded Monthly Newsletters to Every Client at No Cost to You

Low-Cost Optional Handwritten Automated Birthday Cards

Optional Google Review Automation Software for Every Meeting

Professional Phone Line with Call Recording (Usage Not Included)

Software and Templates for Social Media, Funnels, Emails, and more

At WAG, We're in the Relationship Business...

Our background in business coaching and corporate leadership gives us a unique perspective. We Don't Win unless YOU WIN! That's why we offer an industry-leading, unique service to our direct agents and agency partners. Whether you're looking to be a solopreneur, or start a multi-chain franchise, we have the blueprint, plan, and vision to help you accomplish your dreams.

  • Personal Mentorship Program at No Cost to You

  • Production Goals, Strategy, and Accountability

  • Business Development and Structuring Advice

  • Personal Development and Professional Coaching

  • Employee Management Secrets and Scalable Processes

  • Battle-Tested Blueprints to Scale to 10,000+ Apps Per Year

  • Carrier Contract and Marketing Negotiations and Exit Planning

Does your brand stand out?

No...let us work on your behalf.

Wealth Alliance Group is interested in growing your unique brand. As part of that investment in you, we pre-design marketing materials for every agency that onboards with us. You'll have a catalog of options that already include Your logo, Your name, and Your branding!

Pre-Designed Social Media Posts for Easy Engagement

Pre-Designed Client Letters and Direct Mail Pieces

Pre-Designed Business Cards, Magnets, Door Hangers, and more

Pre-Designed Tablethroughs, Event Banners, and Flyers

All Design Services at No Cost to You

At WAG, We're in the

Relationship Business

Our background in coaching and corporate leadership gives us a unique perspective. We Don't Win unless YOU WIN! That's why we offer an industry-leading, unique service to our direct agents and agency partners. Whether you're looking to be a solopreneur, or start a multi-chain franchise, we have the blueprint, plan, and vision to help you accomplish your dreams.

Personal Mentorship Program at No Cost to You

Production Goals, Strategy, and Accountability

Business Development and Structuring Advice

Personal Development and Professional Coaching

Employee Management Secrets and Scalable Processes

Battle-Tested Blueprints to Scale to 10,000+ Apps Per Year

Carrier Contract and Marketing Negotiations and Exit Planning

Do you have questions about Wealth Alliance Group? Are You Ready to Learn More?

Book a call using this calendar to interview our team and see if WAG is the right partner for your business.

  • Industry Leading New Agent Training and Development

  • Crystal-Clear Contracts, Release Processes, and Compensation Rates

  • A Partner that knows How to Sell and Sell at Massive Volume

  • More dollars invested per-agent than ANY other Medicare FMO!

  • A direct program with a more than 70% success rate( industry standard of 8%)

  • A community to grow with that will hold you accountable

Do you have questions about Wealth Alliance Group? Are You Ready to Learn More?

Book a call with us! Interview our team and see if WAG is the right partner for your business.

Industry Leading New Agent Training and Development

Crystal-Clear Contracts, Release Processes, and Compensation Rates

A Partner that knows How to Sell and Sell at Massive Volume

More dollars invested per-agent than ANY other Medicare FMO!

A direct program with a more than 70% success rate (industry standard of 8%)

A community to grow with that will hold you accountable


1201 Main St. Suite 1980

Columbia, SC 29201

+1 803-988-9722


© 2024 Wealth Alliance Group, LLC.

All rights reserved.

1201 Main St. Suite 1980

Columbia, SC 29201

+1 803-988-9722