Empower Your Financial Future with Smart Wealth
Achieve Financial Independence with Smart Wealth: Build Your Own Financial Services Business and Support Your Community!
Discover the Smart Wealth Business Model
Smart Wealth offers a unique opportunity to make financial independence and business ownership accessible to individuals from diverse backgrounds. As an independent agent, you can build a financial services organization on your terms, full-time or part-time, day or night.
Helping People Build Their Financial Futures
After becoming licensed, Smart Wealth agents share financial knowledge, best practices, and strategies for life insurance protection, retirement, savings, and education planning to help clients build better futures.
Comprehensive Training and Support
Smart Wealth provides access to financial training resources to help you become a licensed life insurance agent. You'll receive mentoring and support from the home office and fellow agents, along with state-of-the-art technology, business-building guidance, and marketing resources to promote, monitor, and grow your business.
Flexible Business Building
With Smart Wealth, you can start part-time and transition to full-time when you're ready. There's no need to quit your current job to determine if this opportunity is right for you. Test the waters part-time with little risk, and when you've reached a comfortable income through your business, you can make Smart Wealth a full-time endeavor.
The Smart Wealth Difference
The Smart Wealth business model allows ambitious entrepreneurs like you to build a financial services organization on your terms. Full-time or part-time. Day or night. Scale without limits. Unlike traditional agencies, Smart Wealth business owners work together as equals, helping each other succeed.
Build a Business with Smart Wealth
Ready to own your future? Leveraging our business model, you can build your own financial services business as you help individuals and families in your community protect their financial future.
Testimonials
Jasmine Richards
Used WFG for executive placement and RPO. Impressed by their quick, tailored service—filled challenging positions seamlessly. Highly recommend!
Monica Chandler
Explored several RPOs and temp services before sticking with WFG. Seamless integration and surprisingly swift staffing solutions. Definitely a cut above the rest.
Thomas Krazinski
Tried WFG for career consulting. Fairly straightforward advice and helpful resume tips. Good if you're rethinking your career path or need a professional nudge.
FAQs
Learn More About Building Your Business with Smart Wealth
How does Smart Wealths' business model differ from traditional agencies?
Unlike traditional agencies where business owners hire and train team members to work for the firm, Smart Wealth allows you to build your own financial services organization on your terms. Whether full-time or part-time, day or night, you have the flexibility to scale your business without limits. Our model fosters a collaborative environment where business owners work together as equals, helping each other
What support and training does Smart Wealth provide to new agents?
Smart Wealth offers comprehensive training resources to help you become a licensed life insurance agent. You'll receive mentoring and support from our home office and fellow agents, access to state-of-the-art technology, business-building guidance, and marketing resources to promote, monitor, and grow your business.
Can I start my business with Smart Wealth on a part-time basis?
Absolutely. With Smart Wealth, there's no need to quit your current job to determine if this opportunity is right for you. You can start part-time and transition to full-time when you're ready, allowing you to build your business at your own pace with minimal risk.
What are the costs associated with becoming an agent at Smart Wealth?
Starting your business with Smart Wealth involves some initial expenses, including a registration fee, pre-licensing education fees, exam fees, Errors & Omissions (E&O) insurance, and a monthly platform fee for access to our suite of technology tools. We strive to keep these costs as low as possible compared to others in the industry
What qualifications do I need to become an agent with Smart Wealth?
A college degree or a background in finance is not required. Key qualities include a willingness to learn, commitment to building your business, and dedication to helping individuals and families in your community protect their financial futures.
How does Smart Wealth ensure the quality of its agents?
All our agents are duly licensed by the state or province where they practice, ensuring professionalism and competence in providing client services. We uphold the highest standards of ethical customer care and provide ongoing training and support to maintain these standards.