WealthSpan Insurance Brokerage

More Info

Insurance Advice for Life

General Info

WealthSpan Insurance Brokerage is a Suwanee, GA based independent insurance agency that focuses on the the protection and insurance needs of individuals, families, entrepreneurs and businesses. Our Mission: To help you protect your wealth over your lifetime and beyond and have a positive impact on the communities we serve. We Provide: Choice: As an independent insurance agency, we have the flexibility to offer you access to a wide range of non-proprietary products and services—without the obligation to sell any particular insurance product or brand—keeping our focus solely on your insurance and protection planning objectives. Organization: We will help bring order to your life, by assisting you in not only understanding what insurance programs you currently own but by also taking the time to understanding what your goals are and aligning your insurance programs to provide the piece of mind they should provide. Accountability: We will help you follow through on commitments, by working with you to prioritize your goals, show you the steps you need to take to protect your wealth, and regularly review your progress towards achieving them. Objectivity: We bring insight from the outside to custom design the protection program most appropriate for your needs and budget. Proactivity: We work with you to anticipate your life transitions and major life events and to be prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time. Education: We will explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice. Our Approcah: Our approach recognizes that we’re all on a special journey—and that each of us requires a road map to help us get to where we want to be. This disciplined protection planning process helps clients better understand there insurance programs and provides the piece of mind your insurance program should provide.

Extra Phones

TollFree: (888) 788-7771

Services/Products

Insurance, Auto Insurance, Life Insurance, Home Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuity, Medicare Supplement Insurance, Workers Comp Insurance, Health Insurance, ATV Insurance, Boat Insurance, RV Insurance, Key Man Insurance, Buy Sell Insurance,

Payment method

check

Location

Just off Suwanee Dam Rd

Amenities

Risk Management, Needs Analysis, Estate Planning, Group Insurance (Health, Life, Disability, Dental)

Associations

NAIFA, FPA,GAMA, Society of Financial Service Pros

Categories

Financial Planning Consultants, Annuities & Retirement Insurance Plans, Auto Insurance, Health Insurance, Insurance, Life Insurance, Motorcycle Insurance, Property & Casualty Insurance, Workers Compensation & Disability Insurance

Reviews

Details

Phone: (770) 395-0800

Address: 4411 Suwanee Dam Rd Ste 560, Suwanee, GA 30024