NEW OFFER FOR FINANCIAL ADVISORS
Let us take the life insurance burden out of your business.
Partner with Well Life Co. to provide life insurance and living benefits to
your clients.
Focus on growing your client’s wealth; we’ll deal with the underwriting, application and administration of their insurance. Your client will benefit from having two experts on their side, and you’ll receive the maximum referral commission.
What’s in it for you?
5-MINUTE CONVERSATION
When your clients need life insurance or living benefits, hand them our brochure and make an email introduction. We’ll take it from there.
YOUR CLIENTS ARE YOUR CLIENTS
Well Life Co. deals exclusively in life insurance and living benefits. We do not work in the investment industry. We will never steal your clients.
50% COMMISSION
When we bind your client’s life insurance policy, we’ll give you the maximum referral commission possible: 50%.
SUPPORT YOUR FIRM'S REPUTATION
We offer a curated insurance-buying experience and make the client’s wellbeing our priority. A partnership with us supports your firm’s reputation for professionalism.
UNLOCK MORE OPPORTUNITY
With a dedicated insurance advisor on your side, we may unlock more coverage opportunities to protect your clients’ families, wealth and lifestyles.
Working Together
WELL LIFE CO.
FINANCIAL ADVISOR
Introduction to client
Connect with client and schedule an appointment
Complete a discovery session and needs analysis with client
Shop the market and schedule a follow-up recommendation meeting
Negotiate rates and coverage with underwriters
Share updates with you, the financial advisor
Meet with client to review insurance decision, complete application and sign documents
Deliver finalized policy to the client and to you
Discover the client needs to obtain or update insurance
Introduction to Well Life Co.
Manage the client's portfolio and grow their wealth
Receive a copy of the insurance policy
Receive commission cheque from insurance carrier
About Well Life Co.
With beginnings at one of Canada's leading MGA's, to becoming an advisor herself, Leilah Perchaluk learned first-hand how financial advisors structured their business, how they worked with clients, and how much they enjoyed the industry they worked in. She also began to understand why advisors who focused on both investments and insurance were struggling with the life insurance industry. Perchaluk began partnering with investment advisors who wanted to focus on more profitable areas of their business while also making sure their clients were well protected.
What clients can expect
Here’s a step-by-step look at what your clients can expect when you refer them to Well Life Co.
What’s next?
Let’s meet to discuss your experience with the life insurance industry and see if we are a good match. I’ll be in touch to schedule an appointment.
