Empower Your Clients
Welcome to the Wealth Street Agent Hub where we provide unique product solutions for you and your clients within the realm of financial planning. ​​As a dynamic leader in the industry, we specialize in connecting advisors, financial planners, and insurance agents with exceptional financial opportunities, thereby enhancing how they serve their clients.
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Our questions for you and your clients:
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Are you finding you are running out of options for your clients' investments?
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Are your clients worried about market turmoil?
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Are your clients tired of constant renewal rate decreases?
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Are your clients tired of being unsure if they'll get another "Zero" on their fixed indexed annuity?
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Are all their eggs in one basket and they need something new?
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Are your clients holding funds they "don't know what to do with" in low paying CDs, low paying money markets, and/or low paying savings accounts?
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Do your clients want security and a guaranteed rate for at least a portion of their portfolio?
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And do you wish you had something different than every other agent, advisor, and broker?
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​​We feel we have found an answer to these questions; one which simultaneously empowers advisors by offering a distinct edge with these unique product solutions: Asset-Backed Multi-Year Guaranteed Interest Rate Products and Asset-Backed Guaranteed Income Products.
These short-term 2 to 5-year walk away solutions help you differentiate yourself amongst your peers and greatly enhance your client’s financial plan by providing safe, secure, and profitable avenues for capital that consistently outperform industry standards.
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​Our experience and commitment to excellence ensures that you can provide your clients with tailored planning options that secure their assets, diversify their investments and savings, reinforce their financial portfolio, and provide a new option for growth and income.
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As an added bonus, our unique product solutions have proven to boost prospecting and referral efforts.
Stand out as an Advisor
This is your opportunity to utilize a top rated Dun & Bradstreet company to show your clients and prospects something very few have been presented. You can offer clients a higher sense of security and confidence in their financial portfolio and financial plan in both increasing and decreasing markets by putting to use part of their funds in a solid individualized plan offering specified guaranteed rates they can walk away from (or renew) at the end of a 2, 3, 4, or 5-year term. Not only will you will differentiate yourself from your peers, you will further diversify your client's financial plan, thus continuing to fulfill your fiduciary responsibilities.
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Additionally, by offering short-term walk away guaranteed interest rate products, you will protect your clients from market volatility in stocks, bonds, funds, ETFs, etc., protect them from rate drops in short-term annuities, CDs, bonds, etc., protect them from low annuity renewals, and protect their savings with tangible asset-backed guaranteed interest rate products in part of their portfolio.
Security When it Counts
In the everchanging and volatile marketplace, where markets and rates increase and decrease daily and are affected by local, national and world events, we offer what some advisors call, "Sleep Insurance". Meaning, your client can go to bed at night with assurances of a guaranteed fixed interest rate that will not change during the term, where they will have the choice to take interest income or defer, and have the freedom to walk away or renew at the end of the short 2-year to 5-year terms.
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These types of options are paramount for portions of a portfolio in a successful diversified financial plan. Asset-backed guaranteed interest rate products help diversify your client's portfolio, helps put their mind at ease via known rates of return, calms them when other products decline, gives them added confidence in their plan, and for you - these products fill the "I don't know what to do with these funds" opportunity.
Our advisors have found that non-asset-backed products like stocks, bonds, CDs, etc., tend to comprise a large portion of portfolios while asset-backed products, like an annuity, are generally a smaller portion - even for some seniors. Within each sector, whether it is at-risk or safe money, our advisors find there needs to be more diversification. Not just diversification amongst companies while having the same product type to keeping CDs under the FDIC limit in multiple banks, but real differentiation within each sector. Our advisors have specifically found a large lack of diversification in the asset-backed portion of a prospect's portfolio; meaning the idea of diversification is different companies, yet the same style of fixed indexed and multi-year rate guaranteed annuities. The reason: Unfortunately, there is not a lot of information and knowledge about alternatives to annuities within the asset-backed guaranteed rate product world.
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That's where we come in. ​​
Partner With Us Today
By collaborating with us, you will enrich your product portfolio, stand out amongst the competition, and provide your clients with access to asset-backed guaranteed interest rate products.
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Our collaborative approach means you are never alone; we are here to support you with the products and insights you need to thrive in this competitive landscape.
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Together we can help your clients achieve their financial objectives, offer substantially higher interest rates than your peers, and offer real-world tangible asset-backed opportunities while simultaneously increasing your clients' confidence in their financial plan.
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​Discover how we can work together to unlock invaluable financial opportunities for your clients.
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Join us, where we help redefine financial possibilities and pave the way for a prosperous future—together!
Call, Text, or email today for more information on these transformative Asset-Based products!
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​– Wealth Street Agents –
Building together.
Get in Touch
(520) 775-2436
Or complete the following and we will email or call, whichever you prefer.