Estate Planning

Wealth Acceleration Group - The Name You Can Trust

Estate PlanningThere is nothing more important to our company than conducting our business transactions in an ethical manner.  Recently, several major companies in our industry have come under intense scrutiny for committing unethical and in some cases, illegal transactions.  It is extremely important that anyone who may be considering a life settlement only associates with companies that hold themselves to the highest standards.  The Wealth Acceleration Group is layered with compliance at every stage of the life settlement process - from securing premium financing all the way to the actual sale of the policy.  We have close relationships with nearly every major life insurance carrier and all of our deals are carrier compliant.  We believe that one of our largest assets is our sterling reputation and we would never do anything to compromise the name that we have worked so hard to build.

Why Use WAG?
  • Life settlement market experience – 15 years
  • Over $500,000,000 in face value of deals completed
  • Highly experienced legal team
  • Layered with compliance at every stage of the deal
  • Close relationships with nearly every major carrier
  • We bring the best of breed programs to the table
Beware Of:
  • Brokers that only bring you one offer for the sale of you policy
  • Brokers that tell you that you have no choice but to sell your policy
  • Brokers that attempt to take a commission out of the proceeds from the sale of your policy
  • Companies that ask you to make fraudulent statements on your insurance application
  • Companies that are not licensed
  • Companies that are not Life Insurance Settlement Association (LISA) certified
Providing Worry Free Options

W.A.G.’s programs are designed with our client’s best interests in mind.  The first step of our process is to meet with the potential client, their attorney, and their personal advisors in order to answer any questions that anyone may have.  We stand behind our programs and leave nothing in the dark.  There is no “fine print” or “grey area” in our business.  Some firm’s chief concern is to improve their bottom line.  Our chief concern is not only to provide the highest quality life insurance programs possible, but also to give our clients the best advice possible and inform them of every option available to them.  Perhaps this service oriented approach is the reason that a large portion of our business comes from referrals from our clients themselves.

Wealth Acceleration Group
PO Box 22594 * Kansas City, Missouri 64113
Phone: 316-650-0001
Fax: 816-442-7902
jay@waginsurance.com

Loans for life insurance are better served for clients age 70 and above and in good health. Clients from all states are applicable. Some clients do not qualify.   The Wealth Acceleration Group believes life insurance is best served as a long- term estate planning tool to satisfy estate taxes, estate equalization and business succession planning. If the estate tax laws change in your favor and you no longer need the policy, you can liquidate the life insurance policy for a living benefit by selling the asset to a financial institution on a secondary market for an average of 29% face value (researched by Life Policy Dynamics in Washington D.C.).  The Wealth Acceleration Group, LLC does not engage in the practice of law or accounting or give legal, accounting, tax or actuarial advice. For such advice, please consult your advisor(s). Clients may not receive a new life insurance policy with the intent to sell that policy.