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.

“We are excited to include Breeze’s cutting-edge disability insurance platform created by co-founders Colin Nabity & Cody Leach and their entire team” said WE Founder and CEO, Nick Gregory, ChWE. “This online platform’s agile infrastructure seamlessly connects the entire “disability insurance ecosystem” to the WE network of more than 2,100 wealth management firms encompassing 8,400+ wealth advisors as well as CPAs, attorneys, insurance professionals, and investment professionals. The national presence and expertise of Breeze is a natural fit for our wealth engineering process. The Breeze platform is a necessity when it comes to providing comprehensive wealth management as it seamlessly offers the income protection products needed to achieve true financial security. By working with Breeze, it will never be easier to provide disability and critical illness insurance to clients, who can get quoted in 30 seconds and apply in 10 minutes.”

Andrew Hamill, CLU, ChFC and Head of Distribution at Breeze, added, “We are honored to be such a vital part of the WE Expert Sourcing Team. We designed the Breeze platform to transform the disability insurance industry by enabling truly paperless processing, reducing compliance issues and other risks, and enhancing transparency. Disability insurance used to be complicated, not anymore. Breeze has simplified the process, eliminated the headaches, and we couldn’t be more excited to offer our digital platform to the WE family.”

With this announcement, Breeze joins an arsenal of best-of-breed expert sourcing firms to provide services to WE’s network of wealth management firms, investment and insurance advisors and attorneys across the nation. The result is the fusion of advanced knowledge, experience, services, and products with sound engineering principles to create a synchronized hub for family and business wealth building.

About Breeze: Breeze is an online insurance broker for income protection products like disability insurance and critical illness insurance. Leveraging industry expertise and innovative technology, our remote-friendly team is building a better way to buy insurance for life's most financially vulnerable moments — like cancer, heart attacks, and bad accidents. In the event you’re too sick or hurt to work and earn an income, policies offered through Breeze can be used to help with lost paychecks, large medical bills, and more. Breeze's online platform can be used directly by consumers and by financial professionals and agents acting on behalf of their clients. Using Breeze, get quotes in 30 seconds and apply in 10 minutes. Learn more at: meetbreeze.com/agents/financial-advisors
 
About The Wealth Engineering Family of Companies: Over the past 40+ years, our dynamic family of companies has evolved into the Wealth Engineering Platform to provide a multi-disciplinary portfolio of situational consulting to 2,100+ wealth management, accounting, investment, insurance and law firms across the nation. In coordination with its consortium of independent expert sourcing firms, WE helps wealth advisors better harmonize with the wealth ecosystems of families and businesses through the organization’s WealthEngineering and OpenOption Practice Engineering Programs. WE helps wealth advisors fortify their value proposition by fusing new services, products and wealthtech into their firms, creating fresh revenue and profit silos while enhancing client acquisition and retention. WE is also the governing body and grantor of the professional designation - Chartered Wealth Engineer (ChWE). Learn more at: MyWEHub.com   This email address is being protected from spambots. You need JavaScript enabled to view it.  407.878.3520.