Invaluable Resources
We are committed to provide you with the
resources you need to succeed.
Invaluable Resources
We are committed to provide you with theresources you need to succeed.
Pre-Licensing Discounts, Continuing Education, Complimentary Software
AHIP: Medicare, Fraud, Waste, and Abuse Discounts, E&O Discounts
Weekly Virtual Training,
Quarterly Home Office Events
E-Learning Platform for Busy Agents Who Are On the Go
Pre-Licensing Discounts, Continuing Education, Complimentary Software
AHIP: Medicare, Fraud, Waste, and Abuse Discounts, E&O Discounts
Weekly Virtual Training,
Quarterly Home Office Events
E-Learning Platform for
Busy Agents Who Are On the Go
Interested in becoming an agent?
The first step in the process is passing your state health insurance exam. If your state offers a life and health combo, we recommend you pursue that license. You can find your state testing locations and details by visiting your state Department of Insurance website.
You will need to study for the state exam; we've provided a comprehensive study program to help you pass your exam. Because you're working with Wealth Alliance Group, you'll qualify for an 80% discount on the study program. Just use our discount code and the website shown here to get started.
Once you pass your state exam, you will be required to go through fingerprinting and a background check. You'll then be issued a state insurance license number and a national producer number (NPN) a few days later. Once you have these numbers (aka your "writing numbers"), you're ready for the next step!
The AHIP Certification
Once you have a state insurance license, you'll need to obtain the AHIP: Medicare, Fraud, Waste, and Abuse certification. This is a $175 annual certification that can be obtained by completing an online exam. The study materials are included with the exam. First time WAG agents will receive a $50 discount on the AHIP. Veteran agents are encouraged to learn about how they can have their entire cost reimbursed each year. Ask your WAG mentor about this today!
Error and Omission Insurance
Once you're licensed and certified, it's time to begin the contracting process. WAG agents are independent professionals with access to dozens of major insurance companies for their clients. Part of carrier requirements for contracting is carrying E&O insurance. Wealth Alliance Group will help with this expense by offering discounted coverage at 70% off standard rates. Ask your WAG mentor about E&O Insurance to learn more.
Complimentary CRM Software
All Wealth Alliance Group associates are provided a complimentary CRM account (a $400+ annual value) to store HIPAA-compliant customer data, generate quotes, track enrollments, and estimate commission payouts. This is in addition to the Sunfire Matrix enrollment platforms and the carrier-specific software platforms you will have access to. At WAG, we believe in empowering you with every tool possible to generate success!
Weekly Virtual Training
Our culture is a culture of excellence. Wealth Alliance Group goes beyond the standard carrier trainings and conference calls. We motivate, we inspire, we cultivate, we share with our peers, and we lift each other up. We host Monday and Wednesday morning virtual meetings with agents every week. In our meetings, you'll learn about business, finance, strategy, influence, legacy planning, and more. Reach out to a WAG team member to attend a complimentary Monday morning session. We start at 08:30 EST. Come experience the WAG difference firsthand!
Monthly Retention Mailers
As part of our retention strategy, Wealth Alliance Group agents receive a complimentary retention mailer service for their clients on a monthly basis. Every month, your clients will receive vital information about their benefits, plan features, enrollment periods, and other useful educational information. All are branded with your name and contact information as their agent of record. This service does not cost you anything! At Wealth Alliance Group, we equip you for success!
Quarterly Home Office Events
We're more than just a virtual FMO. Wealth Alliance Group hosts quarterly events at our home offices in Columbia, South Carolina, to celebrate YOU! We get together every year after OEP to celebrate our wins, every summer to work on recertifications, and every fall to prepare for the Annual Enrollment Period. We also host an annual awards ceremony to reward our agents for their diligence in helping communities the way only a WAG agent can do!
Year-Round Residential Appointments
Members of the Wealth Alliance Group Direct program are eligible for complimentary residential appointments in the area of their choice every week. We will schedule a select number of appointments on your behalf at no cost to you. Our agents have helped well over 12,000 clients per year using this program. We've helped over 100 agents attain Six-Figure renewal commissions in just 3 years at no cost to the agents! You’ve got too many people to help to be worried about marketing budgets and advertising strategies. Ask your WAG mentor about the Direct Program and our 3/12 approach to six figures in less than three years!
Complimentary Customer Service Team
Wealth Alliance Group cares about your growth as an agent, and we know that growth can sometimes throttle your ability to take on new clients. To overcome this challenge, we've introduced a complimentary US-based customer service team to help with service requests and client questions. Our team of non-licensed health navigators will help your clients with plan questions, billing issues, finding doctors, and other helpful tasks so you can focus on growing your book of business. This is done at no cost to you, and 100% on your behalf. Schedule your interview today to learn more!
Interested in becoming an agent?
The first step in the process is passing your state health insurance exam. If your state offers a life and health combo, we recommend you pursue that license. You can find your state testing locations and details by visiting your state Department of Insurance website.
You will need to study for the state exam; we've provided a comprehensive study program to help you pass your exam. Because you're working with Wealth Alliance Group, you'll qualify for an 80% discount on the study program. Just use our discount code and the website shown here to get started.
Once you pass your state exam, you will be required to go through fingerprinting and a background check. You'll then be issued a state insurance license number and a national producer number (NPN) a few days later. Once you have these numbers (aka your "writing numbers"), you're ready for the next step!
The AHIP Certification
Once you have a state insurance license, you'll need to obtain the AHIP: Medicare, Fraud, Waste, and Abuse certification. This is a $175 annual certification that can be obtained by completing an online exam. The study materials are included with the exam. First time WAG agents will receive a $50 discount on the AHIP. Veteran agents are encouraged to learn about how they can have their entire cost reimbursed each year. Ask your WAG mentor about this today!
Error and Omission Insurance
Once you're licensed and certified, it's time to begin the contracting process. WAG agents are independent professionals with access to dozens of major insurance companies for their clients. Part of carrier requirements for contracting is carrying E&O insurance. Wealth Alliance Group will help with this expense by offering discounted coverage at 70% off standard rates. Ask your WAG mentor about E&O Insurance to learn more.
Complimentary CRM Software
All Wealth Alliance Group associates are provided a complimentary CRM account (a $400+ annual value) to store HIPAA-compliant customer data, generate quotes, track enrollments, and estimate commission payouts. This is in addition to the Sunfire Matrix enrollment platforms and the carrier-specific software platforms you will have access to. At WAG, we believe in empowering you with every tool possible to generate success!
Weekly Virtual Training
Our culture is a culture of excellence. Wealth Alliance Group goes beyond the standard carrier trainings and conference calls. We motivate, we inspire, we cultivate, we share with our peers, and we lift each other up. We host Monday and Wednesday morning virtual meetings with agents every week. In our meetings, you'll learn about business, finance, strategy, influence, legacy planning, and more. Reach out to a WAG team member to attend a complimentary Monday morning session. We start at 08:30 EST. Come experience the WAG difference firsthand!
Monthly Retention Mailers
As part of our retention strategy, Wealth Alliance Group agents receive a complimentary retention mailer service for their clients on a monthly basis. Every month, your clients will receive vital information about their benefits, plan features, enrollment periods, and other useful educational information. All are branded with your name and contact information as their agent of record. This service does not cost you anything! At Wealth Alliance Group, we equip you for success!
Quarterly Home Office Events
We're more than just a virtual FMO. Wealth Alliance Group hosts quarterly events at our home offices in Columbia, South Carolina, to celebrate YOU! We get together every year after OEP to celebrate our wins, every summer to work on recertifications, and every fall to prepare for the Annual Enrollment Period. We also host an annual awards ceremony to reward our agents for their diligence in helping communities the way only a WAG agent can do!
Year-Round Residential Appointments
Members of the Wealth Alliance Group Direct program are eligible for complimentary residential appointments in the area of their choice every week. We will schedule a select number of appointments on your behalf at no cost to you. Our agents have helped well over 12,000 clients per year using this program. We've helped over 100 agents attain Six-Figure renewal commissions in just 3 years at no cost to the agents! You’ve got too many people to help to be worried about marketing budgets and advertising strategies. Ask your WAG mentor about the Direct Program and our 3/12 approach to six figures in less than three years!
Complimentary Customer Service Team
Wealth Alliance Group cares about your growth as an agent, and we know that growth can sometimes throttle your ability to take on new clients. To overcome this challenge, we've introduced a complimentary US-based customer service team to help with service requests and client questions. Our team of non-licensed health navigators will help your clients with plan questions, billing issues, finding doctors, and other helpful tasks so you can focus on growing your book of business. This is done at no cost to you, and 100% on your behalf. Schedule your interview today to learn more!
Ready to Learn More?
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