Enhance Your Advisory Services: Partner With Us
Grow Your Revenue and Retain Happier Clients
with our Mortgage and Insurance Solutions.
Trusted & Recognized by
The Choice of Top Professionals
“He kept me in the loop about what was going on during the entire process and was very quick to respond anytime I reached out. It has been a pleasure and I will definitely be calling David for any future needs."
“David was fast and prompt in all communication with everyone involved. It was a pleasure to work with David, and I wouldn't hesitate to recommend him when a client needs to get things done. Thanks David.”
“Jeff is an honest and fun person to deal with. We have completed multiple deals with Jeff and Vickie with full satisfaction. They have a wealth of knowledge when it comes to finance. I have and will continue to recommend him to family and friends.”
Maximize Your Earnings Potential
Unlock the full potential of your advisory business. Fill out the form and see the numbers. Confidential and no commitment required.
Secure Your Spot: Limited partnerships, so act fast to ensure you don't miss this exclusive opportunity.
You Work Hard and Your Clients Deserve the Best
Your Relationships
You have fostered strong trust-based relationships with clients and you prioritize open communication, transparency, and client education.
Your Expertise
With a keen eye for market trends and opportunities, you adeptly manage clients' portfolios to optimize returns and minimize risk.
Your Ethics
You stay updated of industry regulations and compliance requirements to ensure clients' interests are protected at all times.
Mortgages and life insurange are crucial components of a well-rounded financial plan
But It’s Not That Simple.
Most Advisors Aren’t Utilizing Mortgages Solutions
“The mortgage process isn’t my area of expertise.”
“I don’t have enough time to get involved in the mortgage process.”
“My clients already handle their mortgage arrangements independently.”
Have You Considered a Referral Partnership?
Work with a dedicated team of professionals who specialize in mortgages and life insurance to enhance your client offerings seamlessly.
Limited partnerships available. Qualification required.
Choosing the Right Partner Matters
Trust
"I worry another advisor won't prioritize my clients' needs over their own."
Opportunity
“I fear I could be missing an opportunity to earn additional revenue or commissions.”
Time
“I have a busy schedule, so I don’t have time to vet and build partnerships with other advisors specializing in life insurance and mortgages.”
Control
"I don't want to lose control over a crucial aspect of my clients financial planning."
Retention
“If I am referring clients to another advisor, it could weaken my clients’ loyalty to my business and clients may not come back.”
Reputation
“If I refer to another advisor who performs poorly, it could negatively impact my reputation and credibility for my clients.”
Our Process You Can Rely On
Client-Centric Approach
You need a professional who prioritizes your client's unique needs and circumstances to provide the best solution that aligns with your client's goals and objectives.
In-Depth Knowledge
You need an expert in life insurance and mortgage solutions who continuously invests time to improve their industry knowledge and skills.
High Standards
You need a professional with a refined process who practices risk management and provides strategic insurance and mortgage solutions to protect your clients and their families.
Diversified Financial Planning
You need an expert who emphasizes a diversified approach, helping your clients spread their investments across various assets, like real estate and life insurance, to minimize risk and enhance financial security.
Investment Leveraging
You need a professional who can leverage investments to maximize returns and create comprehensive financial strategies that enhance your client's wealth-building potential.
Tax-Efficient Planning
You need an expert who understands tax-efficient strategies, ensuring your clients' financial plans are structured to optimize tax savings and improve overall financial health.
We believe in the value of collaboration, so we foster partnerships with financial advisors to provide holistic, coordinated financial solutions for their clients.
Limited partnerships available. Qualification required.
Mortgage Services We Provide
Comprehensive Support for New Business:
Assisting clients in getting pre-approved
Comparing rates from multiple lenders
Creating tailored mortgage solutions that align with the property and client needs
Provide educational support for all parties involved
Full-service Support:
Client pre-qualification
Document preparation
Market updates
Customized solutions
Negotiation support
Problem resolution
Closing coordination
Ongoing Service After a Policy is Placed:
Conducting annual mortgage reviews to ensure the client’s mortgage still meets their financial goals
Assisting clients with the mortgage renewal process to secure the best terms
Offering ongoing financial planning advice to help clients manage their mortgage
Life Insurance Services We Provide
Comprehensive Support for New Business:
Opportunity recognition
Insurance and estate planning
Client needs assessment and recommendations
Negotiation and contract finalization
Full-service Support:
Prompt and efficient responses to client inquiries and team questions.
Executing the risk management component of your clients’ financial plans
Assisting with compensation reconciliation
Ongoing Service After a Policy is Placed:
Ownership and title changes
Banking changes and managing missed premiums
Policy loans and leveraging
Our Client-Centric Approach
-
We take the time to understand your client’s objectives and aspirations.
-
We gather information to assess your client’s current financial health, taking a comprehensive look at their overall financial situation.
-
We compare different financial strategies and solutions against your client’s long-term vision, identifying the best route to meet their goals.
-
We craft a personalized financial plan that aligns with your client’s needs and objectives, taking into account all aspects of their financial life.
-
We implement the strategies, putting your client’s financial plans into action.
-
We monitor the progress of your client’s financial plan, making adjustments as needed to keep them on track towards their goals.
Meet the Team
David Pipe,
BBA, MBA
Insurance Consultant & Mortgage Broker
Jeff Dinsmore,
BSC, MEd
Mortgage Broker
Emily Roe,
BFA, MBA
Marketing & Communications Coordinator
Why Work With Us
Our mission is to complement your efforts, offering specialized mortgage and insurance solutions while you continue to focus on your core services.
By referring your clients to us, they gain expert mortgage and insurance advice tailored to their unique needs, enhancing their overall financial health and deepening their loyalty to you.
Partner with us to:
Collaborate with an expert who will prioritize your client’s needs and enhance your brand with a holistic financial solution.
Save time while we handle all aspects of the mortgage and insurance process seamlessly.
Expand your comfort zone and enhance your reputation as a trusted advisor.
Build stronger client relationships based on trust, comprehensive support, and expert guidance.
Contact us to explore how our collaboration can benefit your clients and enhance your advisory services.
Limited partnerships available. Qualification required.
David Pipe, Insurance Consultant & Mortgage Broker
Providing creative financial solutions in planning, life insurance, and mortgages.
David Pipe, BBA, MBA
Insurance Consultant & Mortgage Broker
cell: (519) 400-6622
email: [email protected]
Jeff Dinsmore, Mortgage Broker
Providing personalized mortgage strategies to fit your clients’ unique needs.
Hear firsthand how WealthTrack can provide peace of mind and financial security to our valued clients.
Borrow, Build, Preserve
“David has the ability to take a stressful and intimidating situation and completely streamline and simplify it. His patience and level-headed nature lend itself perfectly to helping make those crucial life-choices. In a sea of uncertainty, David is someone I definitely want on my side.”
“Jeff listened to our needs and was very patient in guiding us through a complicated (for us!) financial purchase and sale process. He answered our many questions and responded to our needs immediately minimizing our stress. We highly recommend his services to anyone looking for assistance in securing mortgage arrangements."
Contact Us Today
Secure Your Spot: Limited partnerships, so act fast to ensure you don't miss this exclusive opportunity.
Be Part of a Winning Team: Join a network that prioritizes growth, client satisfaction, and professional excellence.
Full List of Our Life Insurance Services
Comprehensive Support for New Business:
-
Identifying insurance opportunities both within and outside of your current client base to expand business reach.
-
Utilizing fact-finding techniques to assess and position insurance and estate planning solutions tailored to clients’ specific needs.
-
Analyzing client needs thoroughly and developing tailored insurance recommendations.
-
Presenting tailored recommendations to prospective clients and collaborating with team professionals to ensure comprehensive client support.
-
Providing expertise on regulatory requirements such as advisor disclosure, privacy laws, CASL, and other compliance areas to ensure all operations are legally sound.
-
Addressing client objections, refining recommendations, preparing, and executing insurance applications.
-
Managing all aspects of underwriting and maintaining communication with clients throughout the process.
-
Negotiating with insurance companies on clients' behalf and reviewing and delivering finalized contracts.
Full-service Support:
-
Prompt and efficient responses to client inquiries and team questions on the same day.
-
Comprehensive management and servicing of your existing inforce insurance policies.
-
Implementing the risk management elements of your clients’ financial plans effectively.
-
Offering complete financial planning services in collaboration with the Planning Oriented Advisor Program (POAP).
-
Developing and enhancing your insurance value proposition and online positioning.
-
Facilitating the online execution of insurance transactions for streamlined operations.
-
Providing support with compensation reconciliation to ensure accurate financial management.
Ongoing Service After a Policy is Placed:
-
Managing updates to policy ownership and title to accommodate changes in the client’s legal or financial circumstances.
-
Handling banking updates and managing any missed premiums to ensure policies remain active and in good standing.
-
Facilitating changes to beneficiaries on policies to reflect current wishes and family structures.
-
Advising on and arranging policy loans, leveraging the cash value of life insurance policies as needed.
-
Providing guidance on the implications and processes for policy surrenders or managing potential lapses.
-
Exploring and explaining available contractual options within existing policies to optimize coverage.
-
Assisting with converting or exchanging policies to better suit evolving insurance needs and objectives.
-
Supporting modifications to the face amount of insurance policies as clients' coverage needs change.
-
Helping select appropriate investment options within certain life insurance policies to align with financial goals.
-
Generating inforce illustrations to project future policy values and benefits under various scenarios.
-
Offering comprehensive support during the claims process to ensure clients receive their entitled benefits promptly and efficiently.