Testimonials

We at WealthMark Advisors believe that our insurance marketing services are second to none. But don’t take our word for it — see what our agents have said about us.

“I’m a seasoned agent in the Senior Insurance market. I’ve done business with the group of folks at WealthMark since 1999. They are large enough to provide me with top contracts and concepts, yet boutique enough to provide stellar service. I appreciate them!”

Michael O.
Palm Harbor, FL

“Working with Sumrall is like having a full staff at your disposal right in your own office. Whenever I call the office—and I call them often—I get immediate assistance. They are always working hard to help me close the most deals and keep me up-to-date on all the new products.”

Bryan P.
Boca Raton, FL

“Excellent, supportive staff. Always able to call in and talk to a real person to get my questions answered.”

Tim L.
Bloomington, MN

“The outstanding administrative support provided by WealthMark allows me to focus all of my efforts on acquiring new business. Their streamlined contracting process with 30+ carriers enables me to quickly and easily offer the right product for any client and situation.”

Scott G.
San Antonio, TX

“WealthMark makes me feel like I’m the top-ranked producer in the annuities business.”

Todd M.
Nashville, TN

“I have worked with many FMOs and have found WealthMark Advisors to be the only helpful one and the only one I give my business to. WealthMark goes above and beyond to help the agent. They are understanding, knowledgeable and pleasant to do business with.”

Steve W.
Boca Raton, FL

“The staff is friendly and great to work with. They take care of a lot of tedious tasks, which saves me time and money.”

Mike U.
Hamlake, MN

“During our meeting, Dave [Shields] shared his vision of how his marketing company was different and wanted to really help the independent agent build a successful business… I believed him and wanted to be part of this vision. So in 2009 I moved my contracts to WealthMark Advisors and right away knew I had made a great decision. I found out that with the right organization, I can be successful, and by receiving the support of talented marketers and researchers and personal assistants, it sure makes my job a lot easier and more profitable.”

Ernie E.
San Antonio, TX

Leave a Reply

Your email address will not be published. Required fields are marked *