At Yetworth, we pride ourselves on fostering strong, authentic relationships with our partners.

 

Our business thrives on partnerships that are built on mutual respect, trust, and aligned values.

 

It’s through these enduring relationships that we’ve been able to provide the highest level of service and expertise to those we work with.

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Disability planning is extremely high-touch and requires nuance, expertise, and our hands-on assistance.

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In consultation with several offices we have come to the realization that disability planning (in their current forms) are best utilized as a specialty solution and not well-served by the old hierarchical channels.

 

Therefore, we are no longer subscribing to the old general agency paradigm.

 

Going forward, we are serving a smaller coalition of financial service professionals who have signed a partnership agreement with a minimum production requirement of $25,000 or an annual fee of $12,000.

  

This agreement not only outlines the specific terms of our working relationship but also ensures that we are fully aligned in serving your needs and providing the tailored support you deserve.

 

We understand that entering into a formal partnership is a significant decision, and we are more than happy to discuss any questions or concerns you might have about the terms.

 

Our ultimate goal is to ensure that our collaboration is mutually beneficial and that we can dedicate the proper attention and resources to our partners' (and their clients') needs.

 

Should you wish to formalize our partnership by signing the agreement, we would be thrilled to work with you in achieving your goals.

 

Otherwise, we hope to remain on good terms and encourage you to reach out in the future should your needs align with our partnership approach.

 

Thank you once again for reaching out, and we hope to find a path forward that benefits us both.