
As the fastest growing licensed insurance and annuity agent customer support team in Florida, we’re proud to announce the new Buy HAPPE Guarantee℠ (named after our founder). The Buy HAPPE Guarantee℠ is a set of operating principles that make us different from the industries we all dislike, including the insurance and annuity industries.
You can see the full details of the Buy HAPPE Guarantee℠ at www.WealthAmerica.net. The pledge to our customers includes :
FREE LOOK : A window after your purchase on everything we do, giving you the ability to cancel a policy after delivery and get 100% of your money back. We guarantee it.
FEE TRANSPARENCY : We’re the opposite of the insurance and annuity business. We’ll show you what WE make. We can’t negotiate fees (as we also make agreements with our providers) but you’get honesty, transparency, and a look at how we make our money. We’re different than anyone else you’ll talk with in an industry known for the opposite.
FULL DISCLOSURE COMPARISON : Let us look at your existing life insurance. We’ll give you a detailed breakdown of what you pay and what you get from your existing life insurance, and a head-to-head comparison on how we can lower your premiums, or increase your benefits, or both. You’ll be able to see in a simple one page comparison what we can do to better secure your future.
We’re different, and we’re in business to help you. We’re the opposite of most “wealth advisors.” We don’t sell you products because it’s good for US. We are an independent agent, licensed by the State of Florida but we’re not trying to retire by using your retirement funds for our benefit. We’ve assembled some of the best low cost offerings to come alongside you and REDUCE your fees, not increase them.
Contact help@formamerica.com for a free, no obligation half hour phone appointment.
Proud to be an INDEPENDENT agent, working to bring you the best insurance and annuity companies in the world including our hand selected companies.
Florida Licensed Agent # W954746