Press Releases

For Immediate Release

Harbor Life Brokerage Joins The Exclusive WE Expert Sourcing Consortium

Revolutionizing the Life Settlements Process for Advisors and Their Clients

• Introducing “My Policy Predictor™” – Reducing policy pricing from months to minutes •

Orlando FL, March 8, 2022 – The Wealth Engineering Family of Companies (WE) is pleased to announce its addition of Harbor Life Brokerage (HLB) as an exclusive member of its Expert Sourcing Consortium. “HLB’s national presence, deep expertise in life settlements and technology-focused offerings make them a natural fit for our network” said WE Founder and CEO Nick Gregory, ChWE.

For Immediate Release

Breeze Joins The Exclusive WE Expert Sourcing Consortium

Providing Wealth Managers A Truly Digital Platform for Disability Insurance

• Reduce underwriting-to-issuance time from months to weeks •

Orlando FL, February 23, 2022 – The Wealth Engineering Family of Companies (WE) is pleased to announce its addition of Breeze, an online insurance broker for disability and critical illness insurance, as an exclusive member of its Expert Sourcing Consortium.

For Immediate Release

Providing Wealth Managers A Truly Paperless, Digital Ecosystem For Alternative Investments
• Reduce transaction time from weeks to days •

Orlando, FL and Philadelphia, PA, November 3, 2021 – The Wealth Engineering Family of Companies (WE) and Alternative Investment Exchange (AIX) today announced that they have deepened their long term partnership with the renewal of AIX as the exclusive provider of it’s alternative investment ecosystem for the WE network of more than 2,100 wealth management firms encompassing 8,400+ wealth advisors.

For Immediate Release

EBenefitsHub

A Seamlessly Harmonized Employee Benefits Platform Engineered for Benefits Professionals

Design • Quote • Present • Enroll • Engage • Communicate • Renew • Manage

For Immediate Release

FP Alpha Teams Up With The Wealth Engineering Family of Companies

Orlando Florida, October 28, 2020 – The Wealth Engineering Family of Companies (WE) is pleased to announce its addition of the FP Alpha intuitively structured planning platform for its network of over 2,100 wealth advisory firms.

For Immediate Release

Blockchange, Inc. Teams Up With The Wealth Engineering Family of Companies

Orlando Florida, September 22, 2020 – The Wealth Engineering Family of Companies (WE) is pleased to announce its selection of Blockchange as its preferred Digital Asset Management Platform for its network of over 2,100 wealth advisory firms.

For Immediate Release

Alternative Investment Exchange (AIX) Becomes Wealth Engineering Institute’s Exclusive Provider

Orlando, FL and Philadelphia, PA, August 19, 2020 – The Wealth Engineering Institute (WEI) and Alternative Investment Exchange (AIX) today announced that AIX has been selected as the exclusive provider of alternative investment processing for WEI’s network of more than 2,100 wealth management firms.

For Immediate Release

Tri-Merit Teams up with The Wealth Engineering Family of Companies

Orlando Florida, July 22, 2020 – The Wealth Engineering Family of Companies is pleased to announce its selection of Tri-Merit as its preferred provider of Specialty Tax Services for its network of over 2,100 wealth advisory firms.

For Immediate Release

BDO Alliance USA and The Wealth Engineering Institute Renew Their Relationship

The Wealth Engineering Expert Sourcing Consortium

Orlando Florida, June 25, 2020 – The Wealth Engineering Institute is pleased to announce its renewal of BDO Alliance USA as its preferred provider of accounting and tax services for its network of over 2,100 wealth advisory firms.