We partner with multiple top-rated carriers through our national platform to help families, professionals, and business owners protect their income, reduce taxes, and build generational wealth
500+ Families Supported
Tax-Free Strategies Available
Licensed Advisors in all 50 States No Sales Pressure
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15+ Years Combined Experience
A+ Rating & 98% Client Satisfaction
Who We Are
WeDoIt is an independent insurance brokerage and financial education platform. We empower families and future agents with multi-carrier access, transparent guidance, and strategies that build long-term security.
Our Mission
No Family left Behind
You don’t need to be wealthy to build wealth—you just need the right strategy and the right team.
Why Choice Us
We teach what most schools do not cover. How to protect income, reduce taxes, and build wealth that lasts for generations.
Why We Do It
Most families area one medical bill, one job loss, or one crisis away from financial disaster but they don’t know it.
Our job is to turn that uncertainty into confidence. With the right strategy, you never have to fear what tomorrow brings.
We provide guidance that helps families:
✦ Avoid financial traps
✦ Reduce lifetime taxes
✦ Protect income against illness & emergencies
✦ Build wealth with safe, reliable strategies
✦ Prepare for children’s and retirement futures
500+
Families Protected
$50M+
Coverage Provided
15+
Years of Service
98%
Client Satisfaction
Services
Living Benefits — Money for Cancer, Stroke, or Heart Attack When You Need It Most
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Mortgage Protection
Keep the home safe if income is lost due to death or disability.
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Tax-Free Retirement Strategies
7702-based plans designed to create tax-advantaged income.
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Business & Key Person Insurance
Protection for partners, key staff, and business continuity.
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Children’s Financial Future Accounts
Life insurance–based plans that grow with your child and can be used for college, a first home, or launching a business.
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Agent Training & Licensing Support
We train new and experienced agents on financial literacy, product knowledge, and building a business using our platform.
Compare Our Solutions
Upcoming Workshops & Events
Free Financial Education Workshops
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Retirement Made Simple
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How the Wealthy Protect Their Income
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How to Build a Family Bank
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Understanding Living Benefits
What Our Clients Say
Real stories from families across America we've helped secure their financial future.
“They helped us understand IUL in a simple way. We felt confident and supported. Best decision we’ve made.”
SM
Sarah & Michael R.
New Mexico
“Professional, caring, and extremely knowledgeable. They found the perfect plan for our business.”
JP
James Patterson
Texas
"We've worked with WEDOIT for over 5 years. Their commitment to education and transparency sets them apart from other insurance brokers.
LC
Linda & Robert Chen
California
Latest Financial Education Topics
Frequently Asked Questions
Common questions from families nationwide about insurance and IUL
Why Families Nationwide Trust WeDoIt Insurance
We don’t sell insurance — we build relationships
✦ Over 10 years helping families protect income, assets, and long-term wealth
✦ Personalized guidance for every financial situation
✦ Transparent policies with clear explanations — no confusion
✦ Proven strategies that support tax-free retirement and secure family futures
✦ Friendly support from licensed advisors who simplify everything
