WORK WITH US
At USA Wealth Solutions, our approach to life insurance solutions is truly independent, setting us apart from captive brokers and multi-level marketing (MLM) frameworks. Unlike systems focused on recruitment or sales quotas, our commitment lies in providing top-tier products, services, and commission structures tailored to your success.
Through our direct partnership model, you can earn 2-4 times or more in commissions compared to traditional agencies, as we eliminate uplines and middlemen. This allows us to build a direct, transparent relationship, ensuring you receive the best services and benefits without the added pressures of upper-level hierarchies.
Comprehensive Training for Optimal Results
One of our core commitments is equipping you with the knowledge and skills to design and structure Indexed Universal Life (IUL) policies correctly and efficiently. This training empowers you to help clients save thousands of dollars in excess fees, potentially resulting in millions of dollars in savings over their retirement or wealth transfer period. These financial advantages stem from minimizing unnecessary policy fees, which account for approximately 85% of a policyholder’s overall financial success, rather than solely relying on investment performance. Your responsibility to ensure your client’s success is paramount, and we provide the tools to help you deliver exceptional value.
Expanded Capabilities with Investment Expertise
As a licensed Investment Advisor, Michael Tran enhances our ability to support clients with a holistic approach. Whether you are solely licensed in life insurance or not, we can collaborate to offer clients optimal strategies and diversified portfolios. This unbiased and comprehensive approach ensures that life insurance products are recommended as part of a well-rounded financial plan, free from conflicts of interest that might arise in life insurance-only agencies.
By working with us, you’ll differentiate yourself in the marketplace, serving your clients with integrity, expertise, and a steadfast commitment to their best interests. At USA Wealth Solutions, we believe in empowering you to succeed while delivering exceptional outcomes for your clients.
When you partner with us, you’ll gain access to a sophisticated CRM and all-in-one sales and marketing platform designed to streamline and enhance your client acquisition process. Our system empowers you to:
- Generate more leads through targeted Facebook and Google ads.
- Nurture leads effortlessly with automated email and SMS campaigns.
- Simplify scheduling with automatic appointment booking and reminders.
- Engage prospects with AI-driven chat and SMS messaging.
- Enjoy complimentary tools like a custom domain, email hosting, professional website, and Google review management to elevate your online presence.
Unlike other agencies, we don’t limit your opportunities to a small circle of family, friends, or acquaintances. Instead, we provide the tools and strategies to grow your network, expand your client base, and succeed on your own terms. With our innovative resources, you’ll be well-equipped to scale your business and thrive in a competitive marketplace.
Our Key Differences
With our access to over 90 insurance and 30 annuity companies, we are in a unique position to find the ideal product for your clients based on their specific needs. Our portfolio includes many A+ rated carriers, some with over a century of history, like National Life Group (LSW), Allianz, TransAmerica, AGI, among others. This diversity ensures that your clients receive the best possible options tailored to their circumstances. In contrast, being limited to just a few carriers might restrict your ability to offer the best deals. Imagine the advantage of presenting a superior product from a reputable company, with enhanced features and potentially more favorable rates. Consider annuities, for example. Some companies offer a 25% bonus on investments, significantly more than the 5% offered by others. On a $100,000 investment, this difference means your client could miss out on an additional $20,000. While higher bonuses might come with increased surrender charges or other limitations, these may not be a concern for clients who do not require immediate access to funds and are agreeable to such terms. Choosing the annuity with a better bonus is crucial, as the 20% difference, compounded over time, can significantly impact their investment's growth.
We work with a big team so we can support you from A to Z. We will design the case for your client and you just need to show and explain it to them. All the paper works, underwriting and/medical exam appointments are handled in the back office. Since you don't work under a big hierarchy of upline agents, you work directly with us for any questions, training, or issue. You always have the best service from our CEO, Michael Tran and his experienced team in the back office.
We don't work under any upline broker or middle man, we can get the maximum of commision. As a result, you will get the best commissions from us too. If you work for an MLM company or upline agents, your commission would be very low when you start. We can offer you 300%-400% more than those MLM companies when you start. Imaging if you make $25K in the first year for MLM company, you could make $100K if you work with us. Would it be great to use the extra $75K for your own luxury vacations with your loved ones or a nice car? Why would you want to give that money away to your uplines in the MLM hiearchy for a award certificate, a title or a ring? You deserve for the works you do and you don't have to split most of it to your uplines, many of whom don't do anything. If you dream to have many downlines with passive incomes like that, you likely quit before you even out the commissions that you lost to your uplines now. In addition, when you work with us, you don't waste time in regular check up meeting or waste money to attend the big events for motivation and show off from the upline's success.
We focus on a real useful training events to help you success. We don't focus on titles, ranks, recruiting goals, big events, motivational speeches, selling tactics, paper awards, trophies, ranking diamond rings, expensive dinner or even free luxury vacations. Why? It's because we only focus on our clients and our true passion to help our clients. We believe the quote "Follow your passion, and the money will follow you. Even if you don't believe in it, would you care about other things if you can make the differences of $75K or more a year? Would you rather use it for your own luxury vacations of your choice with ALL of your family, or anything else you really want?
We will work together as a team and support each other as much as possible. Your success is our success and we don't compete with your commissions. We want you to have a long time clients, not just one time customer. In order to do that, we have to act very honestly, trustfully and ethically. We want to build a true teamwork that would last for a long time. About more than 90% agents in MLM company will quit in the first year, you should know the reasons. We never push or give you the pressure for recruiting or getting a sale volume needed. It's all your choice to decide how much times or efforts you want to put in.
Marketing plays an important role in any business, especially for life insurance agents. Many new agents failed or quit within the first year because they don't have any good system in place. They only know to work only with their close circle of friends and families for their leads. Depending on their circle, the list would run out soon or later. This is an easy way to generate leads for free. It's nothing wrong with it, but if not done correctly, they may risk losing good relationships or respects they may have for years. We have a concrete system that you can invest to get more leads from anyone who actually need your products and services.
Related Posts
OUR TOP INSURANCE CARRIERS
We work with 90+ Insurance Companies and find the best rate and best benfits for you.
wesdfsaf
Rate A+
Rate A+
Rate A+
Rate A+
Rate A+
Rate A+
Rate A+
Rate A+
Rate A+
Rate A+
Rate A+
Rate A+
Rate A+
Rate A+
Client Testimonials
Michael is one of the greatest guys I know. He's super fair, helpful, and as far as financial guys go, one of the most knowledgeable and genuine people I've met. I really feel he has my best interest at heart, and he goes above and beyond the call of duty 24/7. Whatever he doesn't know, he learns about or looks up and will always have an answer for you. I love that he's always on top of the market and continually does his research to keep up with current trends, etc. I cannot say enough about him.
Rick U.
I want to highly recommend Michael Tran to anyone who is looking for an honest, dependable, and experienced financial advisor. I have worked with Michael for many years, he is a good listener and he has given me peace of mind knowing that he is looking out for me. Again, thank you for the great job you have done for me.
Amanda R.
I have been working with Michael Tran since 2020, he has helped my wife and I manage our retirement accounts and term life insurance. He is honest, hard-working and is doing an excellent job for us. He is always accessible and easy to speak with. I appreciate his help and I would recommend him to my friends and others on yelp looking for a good advisor.
Gabriel T.
My husband and I have been working with Michael for years, and I can't say enough good things about him. Not only is he an educated and trust worthy financial advisor, but also one of the nicest people I've ever met. He takes his job and client relationships very seriously, and it really shows every single time we talk or have a meeting. His knowledge and experience in his business has taught us so much, and I would highly recommend working with Michael for any of your insurance or investment needs.
Natalie D.
I would hands down 200% Recommend Michael's services to anyone. I've known Michael for several years and I'd recommend his services to anyone looking for a good financial advisor. Mike is super knowledgable about the industry and can provide a great financial game plan that aligns with your goals. He is very responsive, cares about your success, and is always willing to give his unbiased advice. If you're looking for an advisor with integrity and someone who truly has your best interest in mind, contact Michael.
Cliff C.
So just to set The stage I am a small business owner with very little understanding of retirement or anything to do with The stock market. I met Michael while on the job and he was so helpful every step of the way he helped me to understand how stocks are moved around and help me to do a conversion on my IRA if you're looking to invest money properly and you want nothing but top service with the best output you have to give Michael a call
Ben H.
I spoke to Michael regarding financial planning due to opening up my own business. He was very knowledgeable and helpful in regards to retirement, investment, and taxes. I found the initial consultation very helpful! I would definitely recommend. Highly recommend this company. Their knowledge and professionalism is superior in every way.....Many thanks to mike ! They made it easy.
Chris T.
I was looking for financial advice and had called Mike today for the very first time to see if he can help me and we can book an appointment. To my astonishment, at the very same call, Mike took time to understand my various portfolios like stocks, savings, 401k, and gave me some really great advice on what would be a good investment, and suggested a nice real estate agent. If you are looking for advice I would suggest talking to him. He seemed like a guy who cares.
Tommy N.
With retirement creeping up on us we signed up for one of their weminars to learn more about what they had to offer. Pleasantly surprised there was no hard sell or push to sign with them, they provided a wealth of information and some tools for us to use as well. My husband and I both agreed USA Investment Solutions was definitely the place for us. Michael is a master of their craft and have lived up to our every expectation, knowledgeable, personable and experienced. We feel their expertise in investing and wealth management will be a huge asset to our retirement success!
Keyla R.
Highly Recommended. Michael took the time to explain my situation and what the best course of action for the future would be all without tryin to sell me on services. That's truly exception service with no expectation. I felt comfortable knowing they had my best interest. He is worth considering for a conversation.
Great Job and Thank You Michael!