THANK YOU FOR YOUR SUBMISSION
We look forward to speaking with you
Who Is Wise Up Financial?
We’re a thriving, multicultural agency that specializes in Medicare, as well as plans for individuals, families, and small to medium sized businesses. Our core values are deeply ingrained in us, guiding everything we do. If you’re someone who is positive, reliable, accurate, honest, and responsible, we welcome a conversation with you.
Why Wise Up Financial?
Mentorship Programs
We understand that mentorship is a critical part of building a successful business. We’ll teach you how to:
- Protect your entity and reduce tax liabilities
- Perfect your presentation and sales skills
- Develop strategic marketing plans
- And much more!
Advanced Technology
In the past few years, we’ve transformed how we do business with our clients. We want our agents operating with the latest technology. That’s why we offer:
- Virtual agent setups
- Quoting and enrolling platforms
- Affordable customer management systems
- And most importantly — commission tracking
