The next generation of wholesale distribution services

Wholesalers Advantage offers a diverse array of direct, and B2B solutions, Insurtech innovation, insurance, and our “Tax Wallet” the latest in AI driven tax services

Why Wholesalers Advantage

We provide the most comprehensive and innovative product suites on a “wholesale” basis offered to our Advantage Partners ensuring they receive the best value and the highest compensation available.

Health & Accident Insurance

Gain access to a wide range of group and individual health and accident insurance products ranging from HMO plans to telemedicine memberships.

Life & Travel Insurance

Offer a range of life and travel insurance products to your clients, including Key Man Insurance, Buy Sell Agreements, Term Life Insurance, and Travel Medical Evacuation.

Business & Finance

Give your clients a an advantage through our suite of financial and business products ranging from Payroll and Merchant Services to tax and living trust products.

Our Benefits

What our members get

20+

Suites of products for downline distribution

No-hassle residual payments straight to your bank account

Focus on sales
Access new revenues
Cross-sell products
A Proven Strategy
Image showing Member's revenue growth over time.

Our Top Products

See the best we have to offer.

Wholesalers Advantage offers many top-of-the-line products but there a few that stand above the rest. Become a member to take advantage of our industry leading offerings.

Become a Member

Life Protect+

Flexible bundled coverage for life, critical illness and income protection with instant decision available up to $1 million for ages 18-50, and no health license required to sell.

Tax Wallet

Ai-driven tax wallet phone app (Android & ISO) deigned for P&C Agencies, Tax Pros, CPAs, Financial Advisors, Estate Planning Advisors, and sales professionals.

Payroll & Merchant

Our Financial provider gives businesses a single platform for payroll processing, card payments processing, and lending under one platform.

Explore Our Products

Health & Accident


Individual Accident

Accident insurance is a type of insurance where the policy holder is paid directly in the event of an accident resulting in the injury of the insured.

Individual Disability

A type of insurance where the policy pays a policy holder a portion of their monthly income resulting from a serious injury and or catastrophic illness.

Accidental Death

Provides financial benefits to the insured or their beneficiaries in the event of accidental death, serious injury, or dismemberment resulting from an accident.

Worksite Products

Insurance plans that pay cash benefits directly to the insured. These plans are typically sold through an employer via payroll deduction.

Affinity Group Health

Health Maintenance (HMO) and Preferred Provider (PPO) Organization plans specially designed for independent agents or 1099s, Associations, and Affinity groups.

Telemedicine

Allows members to have their health questions answered promptly, receive thorough examinations, and obtain prescriptions from the comfort of their home.

Life Products


Whole Life (Children Included)

Level benefit participating whole life with cash value, built-in living benefits, available dividends, limited pay options and guaranteed renewability to age 121.

Term Life

Accelerated underwriting and no exams up to $1 million for ages 18-50, a conversion option, and optional riders like the Return of Premium benefit.

Single Premium Life

Level benefit single-premium whole life coverage that immediately increases estate value and allows for tax-deferred cash value growth.

Life Protect+

Flexible bundled coverage for life, critical illness and income protection with instant decision available up to $1 million for ages 18-50, and no health license required to sell.

Universal Life

Permanent coverage with cash value growth, flexible premiums, built-in living benefits and a 20-year no-lapse guarantee period for ages 0-60.

Travel Services


Medical Evacuation

For the traveler who wants coverage for a medical evacuation with U.S home hospital of choice. Available for single trips or an annual plan option.

Emergency Evacuation

This plan covers the unexpected medical expenses and a medical evacuation with the added benefit that offers U.S home hospital of choice.

Comprehensive Trip Protection

For travelers who want protection against unforeseen cancellations, interruptions or delays, and coverage when facing a medical emergency, and more.

Business & Financial


Tax Wallet

Ai-driven tax wallet phone app (Android & ISO) deigned for P&C Agencies, Tax Pros, CPAs, Financial Advisors, Estate Planning Advisors, and sales professionals.

Payroll

Provide your clients a simple and flexible way to manage payroll, employees, contractors, and benefits, while making sure taxes are paid automatically.

Merchant Services

Accept credit and debit card payments, in-person, online, or over-the-phone using eCommerce shopping carts, physical or virtual terminals, and POS systems.

Living Trust Services

Wholesalers Advantage has partnered with an exceptional law firm specializing in basic estate planning to specialty planning services.

TPA Services

PPO options, reference-based, level funded, and hybrid plans. Our plans include unique transparency, patient advocacy, and cost management options.

Social Media Services

Bring your business to new heights. These marketing services are geared towards agencies and brokers looking to build a business online.

Industries

Why do business with Wholesalers Advantage?

We specialize in bringing a range of high value products to the table that fit the needs of your clients regardless of their industry. We also provide contracts direct with Life, Health and P&C carriers, and we are able to offer agents contracts that provide higher-than-street-level commissions for organizational types listed below.

Become a Member
Independent Marketing Organization (IMO)

Independent Marketing Organization (IMO)

They are typically top-level organizations that market Life and health insurance products in most, if not all states. They Primarily recruit hundreds to thousands of agents for multiple big-name and small-name carriers all across the U.S. WA is the ideal partner offering a suite of life, health, and estate planning services.

Field Marketing Organization (FMO)

Field Marketing Organization (FMO)

They tend to focus on life and annuity recruiting, but this isn’t always true. FMOs are sometimes a little smaller than IMOs. We provide top life insurance contracts along with enrollment capabilities, and advance sales and marketing

Managing General Agency (MGA)

Managing General Agency (MGA)

Managing general agencies (MGAs) may partner with IMOs, or FMOs, though typically as a downline of those top-of-hierarchy organizations. MGAs earn more commission than a general agent, but less than an IMO/FMO. We offer a wide range of financial and tech innovation products and services ideal for these types of agencies.

General Agents (GAs)

General Agents (GAs)

They may contract under an IMO, FMO, or MGA. This contract typically allows them to have their own sub-agents and likely has production requirements an agent needs to meet to maintain their status as a GA. We are the ideal partner for a GA, since they can select from a large menu of financial, insurance, and technology services to cross sell.

Independent Sales Organizations (ISO)

Independent Sales Organizations (ISO)

An ISO is a third-party entity that's authorized to market and sell credit card processing services, payroll services, and other products. We provide these organizations an “ala cart” menu products and services to cross sell, with generous revenue share options.

Health Agencies and Brokerage Houses

Health Agencies and Brokerage Houses

We offer employee benefits through secured contracts with leading worksite carriers, providing top-tier compensation plans at the IMO, FMO, MGA, and GA levels. Additionally, they offer enrollment services at no cost to agents or their employer clients.

Tax Service Bureaus

Tax Service Bureaus

A service bureau is a company that offers business tax services for a fee. Our Tax Wallet delivers cutting-edge Ai-driven tax wallet phone app (Android & ISO) to these entities, along with bank products and other business solutions like payroll and merchant processing services. No EFIN or PTIN required; deigned for Insurance Agents, Financial Advisors, Estate Planning Advisors, and sales professionals.

Living Trust & Wills

Living Trust & Wills

We offer a range of living trust and will services, from basic to complex, tailored to meet the needs of low to middle-income families. Additionally, we provide advanced solutions suitable for all income levels. By offering a spectrum of planning options, standardized pricing schemes, and technology driven solutions, we make planning accessible to everyone and work to make it as affordable as possible.

For CPAs & Bookkeepers

For CPAs & Bookkeepers

We offer a comprehensive range of tax preparation services designed for CPAs and bookkeepers who wish to outsource their smaller clients needing only simple tax return preparation. By using our Ai-driven tax wallet phone app, tax professionals can concentrate on their larger clients while still earning from the simpler returns, ensuring they don't lose their smaller clientele. Additionally, CPAs with a life and health insurance license can access our full suite of life and health products, providing an opportunity to cross-sell to all their tax customers.

Get Started Today

Bring the best business solutions with the latest in tech Innovations to your entire distribution.

Our revenue-sharing model works by distributing revenue among partners based on predefined criteria. This ensures that all partners receive a fair share of the revenue generated.