Wincline

We are

Broker
vs.
Advisor
Sells Insurance
Sells Advice
Product Allegiance​
Client Allegiance​
Commission Based​
Fee Based​
Closes Sale/Renewal Timeline (1x/Yr)​
Always Advising/Always Available​
Manages Costs​
Reduces Costs​
Responsible To Brokerage Firm​
Responsible To Clients
Carrier Aligned
Client Aligned
Compliance Checklist
Ensures Client Is In Full Compliance​
Broker
vs.
Advisor
Sells Insurance
Sells Advice
Product Allegiance​
Client Allegiance​
Commission Based​
Fee Based​
Closes Sale/Renewal Timeline (1x/Yr)​
Always Advising/Always Available​
Manages Costs​
Reduces Costs​
Responsible To Brokerage Firm​
Responsible To Clients
Carrier Aligned
Client Aligned
Compliance Checklist
Ensures Client Is In Full Compliance​
non-fiduciary
vs.
fiduciary

Broker

Advisor

Sells Insurance

Sells Advice

Product Allegiance

Client Allegiance

Commission Based

Fee Based

Closes Sale/Renewal Timeline (1x/yr)

Always Advising/Always Available

Manages Costs

Reduces Costs

Responsible to Brokerage Firm

Responsible to Clients

Carrier Aligned

Client Aligned

Compliance Checklist

Ensures Client is in Full Compliance

Non-Fiduciary

Fiduciary