Dane Smith
Chief Executive Officer, Wealth United Llc @Wealth United, Llc
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WORK HISTORY
Chief Executive Officer, Wealth United Llc @Wealth United, Llc
As Founder and Managing Partner, my chief responsibility is to guide and direct the expansion of our marketing teams throughout America. With a team of full time developers on staff, Wealth United has invested a considerable amount of time and resources in the creation of a “World Class” state of the art marketing platform, unrivaled in our industry. Because of this innovation in technology and the wide use of social media platforms, we take a marketing approach, not a sales approach to Indexed Universal Life insurance. Educating clients how to buy instead of training agents how to sell is our unique differentiator! Helping families grow their money Risk Free and Tax Free is our battle cry. and helping professionals inside and outside of the traditional life insurance industry to monetize their client base, is our mission. Professionals from multiple verticals are thriving with the tools and technologies we have developed. We enable TAX PROFESSIONALS to increase their clients Net Retirement Income, by integrating our proven “Tax Exposure Index” system into their practice. creating additional monetization. P&C practitioners are creating tremendous success partnering with Wealth United by using \"funnels\" that deliver short videos that educate their clients on how to grow their money risk free and tax free, creating a strategic partnership with an experienced local IUL & Social Media Specialist at Wealth United. The mortgage industry is an extremely complex business and consumers need an expert and professional to help them properly structure their mortgage to work with them and not against them. Mortgage advisors across America are discovering how to take a \"holistic\" approach to mortgage planning by sharing the positive message of Tax Free & Risk Free wealth accumulation using the Tax Exposure Index platform. Contact us at i•••@wealthunited.com
SKILLS
ABOUT DANE SMITH
As Founder and CEO, my chief responsibility is to guide and direct the expansion of our…
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