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As we enter the final quarter of 2026, we're reminded that strong relationships are at the heart of everything we do at MWG Broker Services. This busy season brings opportunities to reconnect with clients, review their needs, and lay the groundwork for a successful year ahead. It's also a time to pause and thank the agent partners who place their trust in our team throughout the year.
For this quarter's featured article, we caught up with Robin Williams, Senior Vice President of MWG Broker Services, to reflect on 2026, share advice for finishing the year strong, and discuss opportunities for 2027.
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Brokers affiliated with Morgan White Group who are appointed with Guardian can earn an additional $50 for every Guardian individual policy sold during the program period (September 1 – December 1). This is HUGE!
The Premium Saver monthly incentive is a great opportunity to get more out of the work you're already doing. Turn your production into extra rewards!
Earn a $100 Tango gift card for every 5 new VSP Individual Vision Plan enrollments during the program period (September 1–December 31)!
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Disability Insurance
Disability insurance provides coverage to help replace income if an employee cannot work due to illness, injury, or other medical condition. Many employees will experience a temporary or permanent disability at some point in their working years. Having disability insurance prevents employees from draining savings, missing bills, or facing financial crisis.
• Carriers: OneAmerica and New York Life
• Shelf plans for 2—99; custom quotes for groups over 25 lives
• Only two lives needed for groups up to 25
• Guaranteed issue; employer-paid or voluntary
• Plans available in all 50 states
• Consolidated billing; 834 file feeds to carrier at no charge
Reach out today to learn more about our plans!
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Healthcare costs keep rising, and employers and employees alike are looking for ways to manage expenses without sacrificing quality coverage. That’s where the Premium Saver Plan can help.
The plan works alongside your high-deductible health plan (HDHP) to help pay certain medical expenses before you meet your primary deductible. It’s a simple, affordable way to protect your team and lower the financial stress of healthcare costs.
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Don't miss these sessions designed specifically for agents, brokers, and account managers. Take advantage of these valuable training opportunities to simplify the sales process for our products and plans. Join us to strengthen your skills and elevate your results!
Work Smarter This Quarter: Using MWG's Technology to Close More Business
November 19, 2026 • 1:00 PM CST
The last quarter is when good years become great ones, and it's also when your calendar is the most packed. This webinar shows you how to use Morgan White Group's technology to spend less time on admin work and more time closing business. We'll go through the tools you already have and show you how to use them to work faster and smarter heading into year-end.
You'll learn how to:
- Move group clients from quote to close faster with MWG's Group Connect platform
- Cut down on paperwork and back-and-forth so you can handle more business
- Keep your pipeline full with digital tools in your Broker Portal
- Sell individual insurance online with no touch using InsuranceforEveryone.com
And if you missed any webinars, please check out our website:
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The Insurance Leadership Podcast is designed to help develop insurance leadership skills and learn from the best in the industry. Experienced leaders are pulled in to tackle topics on employee engagement and management to create a vision that will elevate your organization. When we raise the bar for our leaders our industry will thrive. The Insurance Leadership Podcast provides you with practical resources that can be implemented in your business.
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Our team is at the heart of everything we do. This section highlights our team members through a quick Q&A giving you a closer look at the people who support our agents and partners.
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Annie Hawks
New Business Specialist
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Gracie Clark
New Business Specialist
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Our goal is to connect you with valuable info from the nation's top insurance companies and brokerages. Within each issue, you'll find sales strategy updates, broker tools, marketing material, and compliance updates.
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