Our partner resources help you tailor the right protection for your clients.
As a Full Service Brokerage Agency, Our Platform is Unlike Any Other
With over 100+ carriers, both nationally & internationally, Visio Wealth Partners provides access to product line experts for life, health, disability, and other insurance & risk management options. Not to mention, we use a top-of-the-line management system and technologies that help make doing business easier for everyone.
Better Case Design to Build Your Business, Your Way.
Too often case design is the weak link in a producer’s ability to consider a lucrative opportunity that has a restrictive fact pattern. The producer needs to produce, and centralized case design resources are often inexperienced, not very creative, or hemmed-in by company policy.
Thanks to our strategic partnership with Three Points Insurance Design, advisors and their teams who work with Visio have a solid resource for exceptional case design.
The Right Product for Your Client
Request an illustration from one of our experts to ensure you are finding the best possible protections for all of your clients’ needs.
Advanced Case Design
At Visio Wealth Partners, we are constantly looking to connect with the right strategic partners to provide the absolute best resources for our advisors and teams. This is why we’re so excited to introduce our new strategic partner: Three Points Insurance Design! Advisors and their teams who work with Visio have a solid resource for exceptional case design.
Three Points Insurance Design’s specialty is designing customized and innovative insurance-based solutions for the client’s fact pattern and their specific goals, and creating a comprehensive, yet easily understood client-facing presentation for use by you, the advisor.
Here’s what you can expect for each proposal:
Bob Fish
Advanced Case Design
Seth Wasserman
Advanced Illustration/Carrier Selection
Annuity Solutions
Visio Wealth Partner’s strategic partnership with American Retirement Systems allows us to provide an extensive array of insurance products and options, especially within the realm of annuities.
ARS’ goals aligns with ours: to build relationships and businesses with professionals who believe in honesty, integrity, and service for their clients.
Kevin Wingert
Founder of American Retirement Systems
In the fall of 1995 Kevin Wingert was approached by Dave Noble about starting a new life insurance company based out of West Des Moines, IA called American Equity. In 2001 he was named President of American Equity Life Insurance and served on the board of directors for both the life insurance company and the holding company that went public in 2004. At American Equity, the vision was simple. People. Service. Future. It was that vision that moved him to see opportunity, not security, and became an American Entrepreneur in 2009 when he started American Retirement Systems. Since then, American Retirement Systems has been one of the industry leading marketing companies for advisors around the company.
