Founded by RIA Industry Executives, we help advisors provide insurance to their clients in a scalable, efficient, and fiduciary-minded way. The wealth management industry has made it all but impossible to ignore insurance as a critical risk management tool. This presents a problem for great advisors, who often distrust insurance people. We are a full-service risk management solution provider serving wealth management advisors and their clients. We EQUALLY understand your wealth management practice as much as the insurance component. We know there is more to a financial plan than insurance, but our insurance subject matter experts are second-to-none. If you’re trying to grow your wealth management practice, expertise in insurance isn’t a nice-to-have anymore: it’s critical. The problem is that many insurance “experts” are actually salespeople with a totally different set of values to yours. Wingman was founded to help great advisors build stronger businesses. We don’t have a book of business, and we aren’t interested in commissions, we focus on being your in-sourced insurance expert, working alongside your team to source client-first solutions and provide clear, objective advice. All without adding business risks, employees, or additional regulatory overhead.
