With over five decades of experience and agents across the country, Wealth United was created to provide clarity and confidence to the middle class in the accumulation of their wealth. 

Helping families grow their money Risk Free and Tax Free is our battle cry... and helping professionals inside and outside of the traditional life insurance industry to monetize their client base, is our mission. 

With a team of full time developers on staff, Wealth United has invested a considerable amount of time and resources in the creation of a “World Class” state of the art marketing platform, unrivaled in our industry.  Because of this innovation in technology and the wide use of social media platforms, we take a marketing approach, not a sales approach to Indexed Universal Life insurance.

Helping clients overcome financial challenges by providing unconventional tax free and risk free solutions - all in a format that allows them to discover these strategies online, in the comfort of their home, without a traditional “agent presentation” - is what makes Wealth United a revolutionary innovator in this industry.

Insurance

Wealth United, LLC

Wealth United, LLC's headquarters in Moscow, ID, United States

Stefanie Lacy

Yunda Tsai

John O.

Jorge Panameno

Lynn A.

This department focuses on providing and managing various insurance products and financial services related to life insurance.

Insurance Services

This department focuses on managing and enhancing community engagement and relationships through various outreach initiatives.

Outreach Division

This department focuses on providing financial strategies and guidance to clients in managing their wealth effectively.

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Wealth United, LLC

Org chart

Teams

Insurance Services

Outreach Division

Wealth Management

Offices

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Wealth United, LLC

Org chart

Teams

Insurance Services

Outreach Division

Wealth Management

Offices

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