Insurance Protective Services
Insurance is often seen as a necessary evil in our society. We buy insurance to protect our homes, our cars, our health and the people we love from an untimely death or disability. At WE, it is our belief that there are both good and bad strategies that can be employed when insurance is needed and/or appropriate. Unfortunately, a lot of bad policies and strategies exist and are sold when better (but lower commissioned) policies exist. Many of these policies can even be liquid and can typically more effectively meet a clients’ insurance needs. We can guide you through this maze and teach you these strategies.
To help assure that clients get what is best for them for their insurance needs and to assure commissions are secondary to client needs and design, the principals of WE Alliance Wealth Advisors, Inc. has also brought together a team of independent insurance expert advisors at our sister company, WE Alliance Insurance Solutions, Inc. Clients can be assured that professional insurance advisors there will help to evaluate the most beneficial policy approaches, help to minimize costs, help to maximize benefits, etc. for clients in the areas of long term care planning, life insurance planning and liability coverage.
Finally, you can have peace of mind by knowing your working with a firm dedicated to a client first, approach to insurance. This firm also has a commitment to you of full transparency and the agents therein will show you how to keep their commissions to a minimum which thus maximizes your returns.
3001 Douglas Blvd, Suite 142 • Roseville, CA 95661 • Toll Free: 800.355.8174 • Local: 916.325.0130 • Fax: 916.771.4475
Securities and Advisory Services offered through WE Alliance Wealth Advisors, Inc., a Registered Investment Advisor.
CA Insurance License #0A89858