Life Insurance
Help families prepare for final expenses and protect the people they love.
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PATS Wealth Department
Inspire Families to Dream Again. Build an Agency with Purpose.
Discover a flexible path to serving families through protection, financial education and long-term wealth strategies—while learning how to build your own licensed financial-services agency.
Get Free AccessLive on Zoom • September 9 at 7:00 PM. Register to receive the access link and final event details. State licensing is required to sell insurance products. No income or business results are guaranteed.
A purpose-driven opportunity to protect families, build confidence and create lasting impact.
Flagship services
What We Do Matters
Learn how the Wealth Department supports families at important financial milestones through education and properly licensed solutions.
Mortgage Protection
Explore strategies designed to help safeguard the family home.
College Funds
Support families as they prepare for future education expenses.
Debt Management
Share education that helps households understand and manage debt.
Wealth Strategies
Introduce approaches to accumulation and long-term asset protection.
A clear learning path
Start Supported. Grow with Confidence.
The program is designed to help new professionals learn the industry step by step.
01
Get Licensed
Complete the required state licensing process before offering insurance products.
02
Learn and Shadow
Develop practical skills by training with experienced professionals as they serve families.
03
Serve Independently
Apply what you have learned and begin meeting with clients on your own.
Free access
Ready to Explore the Opportunity?
Register to learn more about building a mission-driven agency that helps families protect their future.
Live on Zoom: September 9 at 7:00 PM. Register to receive the access link and final event details.
Common questions
What to Know Before You Begin
Do I need an insurance license?
Yes. A valid state license and any required carrier appointments are necessary before selling insurance products.
How much time should I expect to invest?
The presentation describes a flexible starting point of approximately 5–10 hours per week. Learning speed and individual results vary.
How do new professionals learn the business?
The proposed path includes licensing, guided training and shadowing, followed by independent client meetings when appropriately prepared and licensed.
Where can clients come from?
Potential sources may include personal outreach, referrals, lead generation and available client-matching programs. Availability and results vary.
Preferred Accounting & Tax Services LLC — Wealth Department
Educational information only. This page does not provide tax, legal or investment advice. Insurance availability and requirements vary by state. Earnings and business success are not guaranteed.
Educational information only. This page does not provide tax, legal or investment advice. Insurance availability and requirements vary by state. Earnings and business success are not guaranteed.