The firm focuses on protecting three main pillars: Health, Income, and Peace of Mind. Their philosophy emphasizes that “true legacy isn’t measured by what you leave behind, but what you build,” aiming to provide tailored solutions for every life stage, particularly in an unpredictable economic landscape.
Service Description
WFTIS offers a wide array of protective and financial products, categorized into several key areas:
Health Insurance & Medicare: Specializing in ACA Healthcare options and Medicare (for those 65+ or with disabilities), with a focus on simplifying complex plan choices.
Life & Final Expense: Providing Life Insurance and specific Burial Expense coverage to protect families from sudden financial burdens.
Supplemental Protection: This includes Medical & Hospital Indemnity, Dental/Vision plans, and coverage for Critical Illnesses (Cancer, Heart Attack, Stroke) and Accidental Death.
Income & Care Security: Services include Disability insurance to protect income, as well as Short-Term and Long-Term Care planning.
Business & Retirement Solutions: Helping employers with employee benefits and individuals with retirement planning, including annuities designed to provide guaranteed lifetime income.
Travel Insurance: Specialized coverage for individuals traveling abroad.