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Identifying the Right Protections for Your Clients


Insurance Brokerage

Exciting News!


We’re thrilled to share another strategic partnership: American Retirement Systems. ARS was started by Kevin Wingert to provide honest solutions to retirement professionals and their clients with straightforward product training and explanations.

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Insurance Brokerage

In CASE You Missed It…

It is with great excitement that we are announcing

Our new strategic partnership with Three Points Insurance Design!

Founded by Seth Wasserman, Three Points Insurance Design is an independent, carrier agnostic firm providing insurance Case Design, Analytics, and Product Analysis.

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Insurance Brokerage

Have You Heard?

Kaufman Financial Services is now a part of the Visio Wealth Partners organization!

This strategic partnership significantly increases our ability to serve Advisors in the area of Insurance Brokerage. As a Delaware domiciled life and health insurance Master General Agency with licenses to conduct business in 45 states domestically, as well as license to conduct business internationally, this partnership allows us to provide extensive support and resources to advisors and their clients.

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Insurance Brokerage

Larry Kaufman:

“If you’re going to do anything—do it right! Gather all the facts, even those you think you don’t need, be thorough—the client will know it and will trust your recommendations.”

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As a Full Service Brokerage Agency, Our IMO Platform is Unlike Any Other.

With over 50+ carriers, both nationally & internationally, Visio Insurance 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.

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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.

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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.

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Annuity Solutions For You & Your Clients

Insurance Brokerage

Kevin Wingert

Founder of American Retirement Systems

Insurance Brokerage

Visio’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.

Their goal aligns with ours: to build relationships and businesses with professionals who believe in honesty, integrity, and service for their clients.

ARS offers honest solutions to retirement professionals and their clients with straightforward product training and explanations. Kevin Wingert started American Retirement Systems in 2009 and has built a team who have become one of the industry leading companies for advisors.

Kevin Wingert

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.

ARS is contracted with 50+ insurance companies who Visio advisors are now able to have direct access with these products and options:

• American Equity
• Athene
• EquiTrust
• Fidelity & Guaranty Life
• North American

• Americo
• Athene
• EquiTrust
• F&G
• Liberty Bankers Life
• Sentinel

• American Equity
• American National
• Liberty Bankers Life

Case Design to Build Your Business Your Way

Insurance Brokerage

Seth Wasserman

Founder of Three Points Insurance Design

Insurance Brokerage

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:

  1. CASE PREP: Examination of each aspect of the fact pattern as the case is prepared for the initial market run & analysis.
  2. CASE DESIGN: After preparation and initial market run, each product and carrier will be further analyzed in order to deliver the results for the perfect case model.
  3. CUSTOM ANALYTICS: Create custom analytics after the market run and complete design to prepare for client presentation.
  4. CASE REVIEW: The process in which policies are enforced and ensure are on target so as to meet or exceed the projections year after year.

The crisp analytics, custom-prepared client presentations, and rapid turnaround time provided by Three Points Insurance Design allow Visio’s insurance & financial advisors to be more responsive to their clients, achieve better closing results, and have more time to sell!

Visio Insurance Partners/Kaufman Financial Services (KFS) is an insurance marketing organization committed to helping our clients’ business succeed. We accomplish this by providing financial advisors and agencies with the best resources in the industry.

Our advisors choose to partner with us because our independent platform allows us to offer a wide range of products and services, including the best retirement planning strategies, charitable guidance, pension services, and any other tool you need to offer a custom financial plan. Not to mention competitive compensation options for you, the advisor.

The Visio/KFS team is driven by our commitment to clients and advisors. Our independence allows us to put client interests first while helping your business achieve prosperity. We offer unbiased guidance to our advisors on which services and strategies will work best for their clients.

Life Insurance

At Visio Insurance Partners/KFS, we are passionate about providing unparalleled support to our advisors, so they can better serve their clients. Through extensive knowledge and understanding of products offered in the financial services industry, we help guide advisors to quality strategies that work to fit the custom needs of their clients. Our team understands that financial planning is not one-size-fits-all. We are not required to sell specific products, which means we truly deliver the services that best fit our clients needs, not anyone else’s.

Get Contracted Today

At Visio Wealth Partners, we believe in providing advisors with flexibility and choices above all else. That is why we provide our advisors with access to leading insurance carriers covering life, disability, long-term care, fixed annuities, and various other sectors of financial planning.

By contracting with us, you are setting your practice up for success. Our superior technology platform, on-going business development support, innovative marketing strategies, competitive compensation and access to vast products are just a few reasons why advisors choose to partner with us.

A partnership with Visio Wealth Partners means maintaining your independence while receiving the resources and mentoring you need, all while earning top commissions. Contact our team today if you are ready to start making a positive influence in the lives of your clients.



Insurance Brokerage

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