AGENT RESOURCES

In-person and Virtual Training

Join our weekly training sessions, available online. Learn directly from trusted carrier partners during special events and gain the skills to grow your business.

Culture Calls

Our weekly team huddles where we align, share insights, and prepare before engaging with clients. These sessions help us stay connected, culturally aware, and ready to represent our values with confidence and consistency.

Agent Hotline In Life Support

In Wealth Alliance, we provide comprehensive support to agents with client inquiries, plan questions, and concerns to ensure consistency and excellence in service delivery.

Lead Co-op Program

Complementary CRM System

Agent Hotline In Life Support

Wealth Alliance has some fantastic agent programs for new brokers as well as seasoned producers. There is no better time to get contracted and begin selling great products with top rewards.

Complementary CRM System

Wealth Alliance helps you manage clients with ease, track leads, organize policies, and grow relationships.

Recognition Programs

Complementary CRM System

Our recognition programs are designed to honor your hard work, dedication, and achievements, whether through awards, performance acknowledgments, or peer appreciation.

Leadership and Development Opportunities

Advance your career through tailored leadership programs, expert mentorship, and real opportunities to grow and lead.

WAG EXPERIENCes

WAG Sales Conference: Where Growth Meets Greatness

The WAG Sales Conference is a two-day immersive experience held at the Columbia Metropolitan Convention Center, designed to equip agents with the keys to success to jumpstart AEP and dominate the season ahead.

Day 1: General Session & Breakouts – Featuring dynamic guest speakers, leadership and carrier panels, and expert-led sessions that sharpen your strategy and elevate your mindset.
Day 2: Hands-On Training & Networking – Agents engage in real-world workshops, interactive learning, and collaboration that turn insights into action.

More than a conference, Sales Conference is the spark that fuels purpose, confidence, and performance.

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WAGFest: A Celebration of Service, Strength & Success

WAGFest is Wealth Alliance Group’s annual three-day event in Columbia, South Carolina, celebrating the agents, partners, and families who drive our mission forward.

Day 1: Awards Day – We honor top producers and agencies who embody excellence, leadership, and service.
Day 2: Boot Camp – Agents dive into hands-on training, strategy sessions, and breakout workshops to sharpen their competitive edge.
Day 3: Family Fun Day – We close out with community, connection, and celebration — reminding everyone that Strong Agents Serve Better.

WAGFest represents more than an event — it’s the heartbeat of our culture and a movement built on unity, growth, and impact.

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