Back Office Support
Our ‘Concierge’ Level of Service is what we pride ourselves on and why our agents rave about us.
Let us deliver results for you and exceed your expectations by providing you with more of what you want and need.
Licensing & Commissions
Our licensing and commissions experts navigate the appointment and commission process with insurance companies to ensure a smooth transition and are here to assist you with all of your contracting issues and help you to get ready to write business and receive commissions.
We can also assist you with sub producers or a hierarchy.
New Business
Our New Business team is here to help you with insurance companies to ensure a smooth experience and faster turn arounds. Our team is available for impaired risk assessments, assistance with forms and applications, application scrubbing and proactive case management.
There are only so many hours in a day and if you have to spend several of those hours 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.
Ask us about CE credits!
Educational Webinars
We offer webinars with a high caliber of knowledge and resources including new products, advisor challenges & successes, new business opportunities and special guest speakers.
In-Person Trainings
Our in-person training meetings and boot camps are for seasoned veterans and newly licensed advisors. See our skilled team of presenters and industry professionals at these events where we cover annuities, life insurance and all of our sales strategies in a setting that combines learning and work with fun.
New Advisor Learning Events
Want to learn more about why TWH is the #1 Concierge FMO?
Come to one of our new advisor learning events to discover why TWH stands out in the financial services industry. Meet our amazing team members at a personal level and explore what types of opportunities exist for you and your business. Come kick the tires, you will be glad you did.