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Case Study

WealthDrive has provided the following benefits to my organization and the agents who work through our field marketing organization, which are:

1) Lowered technology fees

2) Unique financial planning capabilities

3) Custom marketing strategy to capture retirement plan dollars

4) Expanded strategies for monetizing additional revenue sources

5) Constant flow of referrals

These are the five that we noticed immediately upon software adoption of the WealthDrive system. The designers of this software have an intimate understanding of the insurance and investment world because they have collectively been in the business for more than 70 years.

– Schaeffer Financial Group

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