Exceeding Expectations
Delivering Results
Our primary purpose is to help our advisor partners make more money and have more time to enjoy it. We do that by delivering ‘Concierge’ level service, exactly what you want and need when you need it. Whether it is Sales, Business or Marketing related we consistently deliver results for our advisors.
What do you need?
Increase Your Revenue
TWH Agency specializes in providing a concierge-level service for financial advisors, aimed at increasing their income and freeing up their time. With over 125 years of combined experience, our team offers a proven sales process, coaching and training, marketing and lead generation, and comprehensive back-office support. The agency’s services are designed to help advisors build their business, achieve their goals, and deliver consistent results by handling tasks from contracting to policy issuance.
Sales Success
We use a proven solutions-based sales process to help our advisors solve problems for their clients.
Building Your Business
Our average new advisor increases revenue by 30% after they join us and 95% of our advisors never leave.
Marketing Matters
Marketing strategies and messages can help you connect with your ideal prospects and create more opportunities.
Sales Training & Support
We have a proven sales process that you can adapt to your business to create consistent and predictable results with definable and repeatable outcomes.
Product Solutions & Training
Our goal has always been to help you identify the best possible solutions for your clients. To accomplish that goal we work with each advisor to understand the clients’ goals and needs and then we use the latest industry tools to identify the best solutions and give you the tools and education needed to help your clients implement these solutions. We do not push products we help identify and create solutions.
Marketing & Lead Gen
Whether you want to market to existing clients, conduct seminars and workshops, or generate new leads, we can help you design a plan to leverage social media, digital marketing, and traditional lead generation to reach your desired prospects, get appointments on your calendar, and grow your business.
Back Office
Service is what we pride ourselves on and why our agents rave about us. There are only so many hours in a day and if you have to spend several of those hours each and every week on the phone with carriers it will be harder to achieve your goals. You make money when you meet with clients. Let us provide you with more time and ultimately more money by freeing you up for those money-making activities instead of sitting on hold with the carriers. We handle everything from contracting to policy issue.
Frequently Asked Questions
What is an insurance IMO and how does it benefit my practice?
An insurance IMO (Insurance Marketing Organization) serves as a strategic partner for agents. As a top IMO for insurance agents, we provide the scale and carrier access of a large organization while maintaining the personalized touch of a concierge insurance IMO. We act as a comprehensive advisor support platform, helping you streamline operations and grow your book of business.
How does TWH Agency function as an annuity and life insurance marketing organization?
We specialize in providing high-level marketing and case design support for financial advisors. Our role is to bridge the gap between complex products and client solutions, offering the back-office resources necessary to excel in the competitive life and annuity marketplace.
What kind of annuity case design help do you provide?
Our team offers specialized annuity case design help to ensure you are presenting the most competitive solutions to your clients. Whether you are illustrating a fixed indexed annuity for principal protection or looking for high-income riders, we provide the technical expertise to build a winning case.
Does TWH Agency provide marketing ideas for annuity agents?
Yes. We offer a robust suite of marketing ideas for annuity agents, ranging from digital lead generation strategies to traditional seminar systems. Our goal is to provide innovative financial advisor marketing ideas that help you stay ahead of industry trends and connect with qualified prospects.
Why is TWH Agency considered the best IMO for independent agents?
We are often cited as the best IMO for independent agents because we prioritize independence without isolation. We provide the tools, carrier contracts, and dedicated support staff that allow you to remain independent while benefiting from the resources of a premier national organization.