NEW OFFER FOR FINANCIAL ADVISORS

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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.

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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.

100-52 Adelaide Street
Winnipeg, MB