At WRP, our independent representatives are able to sell from an extremely broad spectrum of products. This product section will provide a partial listing of our existing selling agreements. As a general rule, we will accommodate our representatives requests for WRP to secure new selling agreements with organizations that meet our due diligence standards.

Mutual Fund Providers
Variable Annuity Companies
Variable Life Insurance Companies
Non-Securities Products
Everbank Banking Products
Products available through National Financial Services (NFS)

Mutual Fund Providers

Variable Annuity Companies

Variable Life Insurance Companies

Non-Securities Products
Overview

WRP does not require that non-securities business be placed through the broker dealer. Non-securities business is simply required to be disclosed and approved as an activity. However, many of our representatives that do not focus their business on insurance products have found a need for a resource in that area. In meeting that need, WRP has secured partnerships with two outside firms to assist our representatives, if needed. Our insurance brokerage affiliations can help our associates in locating the most competitive product available while still providing competitive commission options. They can assist with case development, hypothetical illustrations, and product information, all of which can be accessed on-line or over the phone. More detail on our insurance brokerage partners is available within the Technology section.

Everbank Banking Products

Through Everbank, WRP advisors can now offer and earn trailing compensation on FDIC insured money market, checking, world currency, and CD accounts.  Also, with the Everbank mortgage program, advisors can earn up to 40 basis points on loans that they originate.  To learn more about Everbank, contact Linda Merkel at the WRP home office.

Products available through National Financial Services (NFS)
Overview

In addition to our advisory products available through NFS, (see Advisory section), NFS provides three unique account types available for most all account registrations, including retirement accounts. For example the VIP, Asset Management Account through NFS, provides:

• Full-Service trading abilities (on-line or over the phone)
• Money market sweeps to keep all assets accruing interest
• Unlimited check writing with no minimums
• Visa Gold Debit/ATM card
• Consolidated Statements, including cost basis (also available on-line)
• Margin account borrowing

All brokerage accounts are able to hold mutual funds, equities, UIT's, options, CD's, bonds and other investment vehicles.  Further, NFS makes available "below the line" reporting for certain variable annuity products.  All accounts have on-line access available through Streetscape, which includes many additional tools for both the representatives and their clients (see Technology section). 

More detailed information regarding our firm is outlined further within this site. For any additional information, you can contact us at the number below. All inquiries are held in the strictest confidence.
4407 Belmont Avenue • Youngstown, Ohio 44505-1091
(800) 589-2023

Member:
Financial Industry Regulatory Authority (FINRA) • Municipal Securities Rulemaking Board (MSRB) • Securities Investors Protection Corporation (SIPC)