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Wellguard Insurance & Financial and the
SoLI Solution Team Up to Disrupt the
Life Insurance Industry
ALAMEDA, CA / ACCESSWIRE / August 29, 2018 / Wellguard Insurance & Financial, and independent insurance agency in Alameda, CA, has implemented new technology, known as the SoLI Solution, that is disrupting the life insurance industry resulting in significant savings of up to 70% over traditional life insurance options.
“Here’s the truth about permanent Life Insurance,” says Todd Wellnitz, President of Wellguard Insurance & Financial. “The product designs are out of date and often too costly to get the essential amount of coverage one really needs. Without getting into all the boring details it’s a little like when Netflix killed the Blockbuster video chain or when Uber made the traditional taxi obsolete. With the invention of this proprietary technology we are now able to utilize this innovative design to get the ideal amount of coverage and maximize your savings.”
Although this is a new technological advancement, Wellnitz states that the SoLI Solution is only utilized in concert with superior insurance companies that holds an A.M. Best rating of “A” or Higher. Wellnitz says this is a very popular solution for business owners that have to juggle numerous expenses including various forms of insurance, employee benefits and other operational expenses.
“The interesting part,” Wellnitz explains, “is what they will choose to do with the savings. We recently showed a Dentist how he could save $231,086.16 and quickly he turned the conversation to how he could use the savings to increase compensation and benefits to his valuable employees, expand his office, update their equipment and even jumpstart his own retirement.”
Due to an overwhelming response, Wellnitz and his team will schedule an initial 15-minute telephone call to answer questions and determine whether the individual is a good prospect for the SoLI Solution. If they are, Wellnitz assists the individual in requesting a “snap shot” of their current insurance policy in order to provide a side-by-side comparison. Only after it is determined that there will be potential savings does Wellnitz meet face-to-face with the prospective client.
Wellnitz says, “There is nothing more annoying than being over promised. I don’t want to get anyone’s hopes up or waste anyone’s time until I know we can save them money.”
For more information on the SoLI Solution, contact Wellguard Insurance & Financial at (510) 749-6759 or visit www.WellguardFinancial.com.
SOURCE: Yahoo! Finance
Wellguard Insurance & Financial Announces Advanced Markets CPA CPE Training Events
ALAMEDA, CA / ACCESSWIRE / October 2, 2017 / Wellguard Insurance & Financial, an independent insurance agency in Alameda, CA, has announced the dates and locations of their upcoming free continuing professional education (CPE) training for Certified Public Accountants (CPAs) and Enrolled Agents. Four dates have been revealed and those interested can register for training through
Todd Wellnitz, President of Wellguard Insurance & Financial Inc, says: "As trusted advisors, CPA's and Enrolled Agents have admitted that their clients are always asking them questions about insurance and investment products, where to get legal advice and even who the best plumber in town is. So when I was approached to offer the continuing education courses, I felt it was a great opportunity to give back to the accounting professionals that have helped me over the past 13 years."
The first topic will be Income Taxation of Life Insurance, which will be presented on Tuesday, October 17, 2017 (San Francisco) and Wednesday, October 18, 2017 (Oakland) from 12:30-1:30pm. The second topic will be Business Succession Strategies, which will be presented on Wednesday, October 25, 2017 (San Francisco) and Thursday, October 26, 2017 (Oakland) from 12:30-1:30pm. A complimentary lunch will be provided along with 1-hour of CPE credit and both locations are within walking distance from BART.
Wellguard Insurance & Financial provides regular training events for professionals, in line with their mission to conserve, protect, and enhance the quality of life of clients by utilizing innovative solutions that will provide safety and security. Mr. Wellnitz adds: "Whether you are an individual consumer looking for financial retirement products and solutions or a successful business owner in search of long-term positioning that considers your unique tax situation through the use of advanced life insurance strategies, we are here to listen and assist you."
Tax Professionals are encouraged to visit the Wellguard Insurance & Financial website for further information about the events.
SOURCE: Yahoo! Finance