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Frequently Asked Questions
We are an Independent Marketing Organization (IMO) that partners with independent professionals in the financial industry who primarily cater to clients who are over 45 years young. Our partnership with independent financial agents is designed to maximize success by working side-by-side with our agents as we provide tools and techniques that have been proven to be effective.
TWH Agency is a family-owned and operated marketing company. We extend our family culture through our day-to-day philosophy of treating each of our advisors as business partners. We will never treat our financial professionals as a commodity, or like “just another number.”
We are a lean, agile and creative marketing company that is focused solely on making each of our independent agents successful. Whether they are meeting with their client as the kitchen table, or whether they are presenting as a corporate office we provide them the tools for success.
The TWH Agency Team has over 125+ years of practical financial advising experience. Our Team has literally thousands of hours of working with independent financial professionals at every level of their business. Needless to say, our team is very seasoned and capable of helping our agents grow their businesses.
We offer annuities and life insurance products from a network of the top-rated companies, providing our agents with the greatest possibility of giving their clients the financial products that are best for their individual needs and priorities. This is the power of being an independent agent — the ability to offer the best solutions. We help you quickly find the right products to generate a well-suited retirement plan for your clients.
Yes, that is true! Please go to our specific page link: "Benefit Programs" to learn more.
You can expect to receive a robust set of resources from a team that is willing to take the time to make you successful. Our services include sales training and seminars, lead programs, one-on-one coaching for marketing and selling, continued education, and sales and case processing support.
Each of our agents is provided a secure login to our online Annuity Search. This system allows agents 24/7 access to search all of the top industry carriers for up-to-the-minute information and comparisons for annuities. This search includes indexed annuities, fixed annuities, MYGA, and SPIAs. Customized comparison tools lets agents easily compare crediting performance and lifetime income riders. All contracted adviser working with us receive full access to this invaluable search tool. The TWH Agency Team provides full support to agents on this tool so that they can maximize the power of this search tool.
