Get Started
Are you ready to start getting more? We invite you to join our TWH family and experience the benefits from the years of experience our team has and our passion for delivering ‘concierge level service’.
Congratulations on your decision to join TWH! Where you will have access to experienced former producers and a back-office team dedicated to your success, along with access to a full-service marketing team that can help you get in front of prospects while strengthening your brand in your community. You will also have the support of our expert product gurus and case management team who will aid you in finding the right product solutions for your clients. Welcome to the TWH family, we are looking forward to our partnership.
Greg Skogsberg
Owner/Advisor
Greg Skogsberg
Our 6 Step Process
As you explore the idea of becoming one of our valued producer partners, we want to walk you through our onboarding process. During each step in our 6 Steps process, you will speak with a member of our team to ensure a seamless transition and answer any questions you may have. So, let’s dive in and discover how we can make great things happen together!
1. Tell Us About Your Business
A brief call to explore how we can assist you in achieving your goals.
2. Licensing & Contracting Onboarding
Complete and send us the Onboarding form and set up your profile within our SureLC portal for carrier appointments & to gain access to tools, resources on the Advisor Portal, back-office support, and additional onboarding calls.
3. Business & Marketing Consult
Meet with our Business Development team to take a deeper dive into your current business by discussing your goals, marketing plan and business plans exploring the tools we have for proven success that will take your business to the next level. Whether you are using seminar marketing, social media digital marketing, educational workshops or traditional lead gen. We can also help you with logo design, website creation, and more.
4. Sales & Products Overview
Learn how our Sales team will help you navigate the ins-and-outs of products and insurance carriers. Discover how the Processing team will assist you from submission to commission.
5. Meet the Team
Our entire team will engage with you during this onboarding process so you will know who does what and how we will deliver results that will exceed your expectations from day 1!
6. Implement Your Personal Plan for Success!
Our team will help you to implement a 90 day success plan to identify more opportunities to take your business from good to great!
Let's Go!
Our mission is to serve our family of advisors and those who fit our culture and desire to participate in an honest, collaborative, and caring team environment.
STEP 1
Start filling out the application packet.
STEP 2
Simply contact us and let us know you are interested. You will receive communication to finalize your paperwork and gather any outstanding documents.
DONE
Once your contracting is complete you will begin your onboarding for a smooth transition.