top of page

Advisor and Agent Resources

Information for agents and advisors we partner with

Insurance Agent

Products and Solutions

Coastal Wealth Solutions offers a number of products, solutions, and services to ensure you and your clients receive the most current and reliable solutions available.  Our organization has access to all major group insurance carriers for medical, dental, vision, life insurance, disability insurance, and more.  Please click the button below to download a flyer listing the types of products and services available.

Young Family

Our Process

While you may have worked with other benefits agencies, you likely haven't experienced the fine-tuned process optimized by our team.  Through many years of devotion to our industry, we've discovered the process necessary to produce consistent, timely, and superior results for our partners and clients.  Please click the link below to download a short document detailing our process and timeline.

Signing Contract

Additional Resources

Below you can download additional resources including email templates, agent of record change letter templates, voluntary product listing, and additional services and solutions provided document.  For requests not covered below, please click the "Get In Touch" button to send us an email.

Downloadable Partner Resources

Agent of Record Letter Template

When an agent is taking over the group benefits from another agent, many group benefits carriers require that the client complete an Agent of Record Change letter.  For your convenience, we've created a template that can be used to complete this process for most carriers.

Existing Client Email Template

If you currently work with a client on an individual basis but know that they are a decision maker in an organization, making the introduction to group benefits may be difficult.  To simplify this process, we've created a template word document you can use as a guide for creating this email to send to an existing client.

Prospective Client Email

The most difficult, yet vital, roles for any advisor operating in a sales capacity is the necessity to prospect for new clients.  By offering group benefits, you now have the ability to prospect for clients who may have been uninterested in individual planning previously.  To allow you to easily introduce yourself and our team to a prospective client, we've created the email template downloadable below.

Benefits Available

Our firm offers an array of benefits, including voluntary benefits that do not require a contribution from the employer.  Recruitment and retention increase noticeably for organization that offer group benefits.  Please click the link below to download a list of benefits that clients may be able to offer to their employees.

Solutions and Services

Our organization is much more than just a product sales firm.  We provide a number of resources and solutions for our clients and their employees.  Please click the link below to download our Solutions and Services brochure.

Items Required for Quoting

Our team provides highly personalized and detailed quotes and proposals for our clients.  In order to generate these customized proposals, there are several items we need from the client.  Please click the button below to download the list of required documents.

bottom of page