1. Annual Health Insurance Reviews
••• Every year we provide you with in-depth reviews of your current HealthCare plan and help you compare them to other plans available to you. We are INDEPENDENT AGENTS and represent over 100 companies!
••• Please contact us each year in September to find out options to review your coverage.
2. Prescription Drug: Cost Analysis and Discounts
••• Every year we provide you with in-depth reviews of your current Drug Plan & Medicine Costs and help you compare them to other plans available to you. We have tools that show your yearly drug cost to help you choose a plan that fits your needs!
••• Please contact us each year in September to find out options to review your coverage.
3: Access to the Circle Of Trust Advisor Discounts
••• We have partnered with some of the most trusted and knowledgeable advisors in other professions!
We bring access to these advisors and promise two things: #1 TRUST: We only recommend those that we know are honest and trustworthy. We work closely with these professional advisors and know they will be there to support and provide you with the services you need. #2. DISCOUNTS: Our partners will either provide a generous discount or and some are able to provide thier services at no charge to our Elite Members!
4. Safe Money Retirement options
••• Our members have access to our knowledgebase of Safe Money Retirement planning.
5. Customized Policy “SNAPSHOT” Program
••• Have you ever wanted all of your insurance, investment and assets information in a consise and easy to access page?
6. Access to WPSG Radio and Podcasts
••• All of our Educational Radio Shows in an easy access format just for you!
7. Referral and New Client Rewards Program
••• We want to THANK YOU!!! We want to thank you for your support, your loyalty, your trust in us to provide you with what we believe should be the standard of excellense in service! When you let others know about our services it shows us that you have placed your trust in us! We want to thank you. Sometimes insurance and legalalities restrict how we are able to thank you, ie monitary rewards... We will always abide by the law. But we will also work within the guidlines and are many times able to offer Gift Cards, Gas Cards, and other useful and valuable rewards.
BUT the ultimate reward system is being invited to one of our special Client Appreciation Dinners!!!
This is reserved for only our top referally clients. We WANT to take you to dinner! And not just a burger!
Please call and ask about how to come to our next Special Invite Only Client Dinner!
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