Wealth Haven Financial & Insurance Group, PLLC
You’ve built skills. Now build your future. Join a Winning team that delivers qualified leads, full training, advanced tools, and ongoing support so you can focus on what you do best — helping people achieve their financial, investment, and insurance goals.
Wealth Haven Financial & Insurance Group, PLLC
You’ve built skills. Now build your future. Join a team that delivers qualified leads, full training, advanced tools, and ongoing support so you can focus on what you do best — helping people.
Wealth Haven Financial & Insurance Group, PLLC.
Cory St Etienne | Owner & President
Licensed Life, Health, & Investment Broker
At Wealth Haven Financial & Insurance Group, PLLC. We strive and work hard to ensure everyone gets the help, support, guidance, and training needed to succeed and achieve their career and personal goals with confidence.
Cory St Etienne
Owner & President
Wealth Haven Financial & Insurance Group, PLLC.
About Us
At Wealth Haven Financial & Insurance Group, PLLC. We strive and work hard to make sure you are sucessful and achieve your career and personal goals. We invest in you regarding your training, opportunities, career and personal growth to ensure you succeed and achieve your goals.
Becoming a Licensed Broker gives you the opportunity to build a career with purpose, flexibility, and strong earning potential. Serve real people while growing your own book of business or, build your own agency.
When you join our team, you gain access to top-tier leads, powerful systems, mentorship, and training designed to help you succeed. No guesswork. No limits.
Becoming an insurance agent gives you the opportunity to build a career with purpose, flexibility, and strong earning potential. Serve real people while growing your own business.
When you join our team, you gain access to top-tier leads, powerful systems, mentorship, and training designed to help you succeed. No guesswork. No limits.
Allows you as a licensed broker to offer clients the following:
1. Life Insurance
(Term, Whole Life, Indexed Universal Life, etc.)
2. Life Settlements (Viaticals)
3. Fixed Annuities
Allows you as a licensed broker to offer clients the following:
1. Individual Health Insurance Plan's (ACA).
2. Medicare Advantage Plans.
3. Medicare Supplemental Plans.
4. Long Term Care Plans (LTC).
5. Ancillary products.
(Dental, Vision, Hospital Indemnity,
Critical Illness, etc.)
Allows you as a licensed broker to offer the clients following:
through your FINRA.org Registered Broker Dealer.
1. Mutual Funds & ETF's
2. Managed Accounts
3. 401K Plans
4. IRA's & Roth IRA's
5. 529 College Savings Plans
6. Fixed & Variable Annuities
Allows you the NMLS Licensed broker to offer clients the following:
1. First Time Home Buyer Loans.
2. Conventional Mortgages.
3. Mortgage Refinancing.
4. FHA Loans.
5. VA Loans.
6. Jumbo Loans.
7. Corporate Mortgage Loans.
Allows you as a Licensed Travel Agent to offer clients the following:
1. Travel Deals & Packages
2. Airline, Hotel, Resort, & Cruise Bookings.
3. Airline, Hotel, & Cruise Discounts.
4. Special Travel Offers.
Allows you as a Licensed Broker to offer clients the following:
1. Auto, Boat, Motor Bike, & Aircraft Insurance.
2. Home Owners Insurance
3. Business Insurance
career Licenses you Can Attain
Allows you as a licensed broker to offer the following: through your FINRA.org Registered Broker Dealer:
1. Mutual Funds
2. Managed Accounts
3. 401K Plans
4. IRA's & Roth IRA's
5. 529 College Savings Plans
6. Fixed & Variable Annuities
Allows you the NMLS Licensed broker to offer the following:
1. First Time Home Buyer Loans.
2. Conventional Mortgages.
3. Mortgage Refinancing.
4. FHA Loans.
5. VA Loans.
6. Jumbo Loans.
7. Corporate Mortgage Loans.
Allows you as a Licensed Travel Agent to offer the following:
1. Travel Deals & Packages
2. Airline, Hotel, Resort, & Cruise Bookings.
3. Airline, Hotel, & Cruise Discounts.
4. Special Travel Offers.
Allows you as a Licensed Broker to offer the following:
1. Auto, Boat, Motor Bike, & Aircraft Insurance.
2. Home Owners Insurance
3. Business Insurance
More Info
After submitting your application, we’ll review your information and reach out to you. If it looks like a good fit. From there, we may invite you to a short interview to learn more.
Not necessarily. While experience is helpful, we welcome individuals who are motivated, coachable, and ready to learn. Training and support are available if you’re new to the industry.
The role can often be done remotely, depending on your location and licensing requirements. We’ll provide details during the interview process.
Once your application is approved and onboarding is complete, you can begin right away. Licensed agents may start faster, while unlicensed candidates may begin training first.
Yes. We provide structured training, ongoing mentorship, and access to systems and tools to help you succeed at every stage of your career.
More Info
After submitting your application, we’ll review your information and reach out if it looks like a good fit. From there, we may invite you to a short interview to learn more.
Not necessarily. While experience is helpful, we welcome individuals who are motivated, coachable, and ready to learn. Training and support are available if you’re new to the industry.
The role can often be done remotely, depending on your location and licensing requirements. We’ll provide details during the interview process.
Once your application is approved and onboarding is complete, you can begin right away. Licensed agents may start faster, while unlicensed candidates may begin training first.
Yes. We provide structured training, ongoing mentorship, and access to systems and tools to help you succeed at every stage of your career.
Agency NPN: 21303454
Phone: 1-888-274-7033 Option 0
E-Mail: [email protected]
Website: www.wealthhavenfig.com/
Legal
Agency NPN: 21303454
Wealth Haven Financial & Insurance Group, PLLC is committed to supporting you at the highest level in your insurance & Financial Service career journey.
Phone: 1-888-274-7033 option 0
E-Mail: [email protected]
Agency Website: www.wealthhavenfig.com/
Legal