EXCELLENCE IN EVERYTHING WE DO
Excellence is more than just a mission statement at Whitehall Bay, it's the standard by which we imbue in our team at every level to provide the best products, the best support and service, and to constantly strive to improve. The products we support are life changing and critical to an aging population. But a product without knowledge and skill is a blunt instrument. When products are combined with creative solutions and unparalleled customer service, it brings everyone to a whole new level. The rising tide truly does raise all ships.
WE INVITE YOU TO JOIN US IN ACHIEVING EXCELLENCE IN YOUR PRACTICE WITH OUR HELP!
The Whitehall Bay Mission
Our primary goal is to be the premier source for safe harbor benefit products. With more and more people needing help with long-term care financing in the US, we provide the products and services to support advisors helping to solve Medicaid and VA benefit spenddown issues with their clients. We do this by treating advisors with respect, working together to help solve the difficult problems, and providing fast and reliable support of an amazing product line designed to help you help your clients.
Most people will never plan for benefit eligibility more than once in their life. The topics are new and unfamiliar to them. They're looking to you to help guide them into the safe harbor necessary for their circumstances. In turn, we help provide you the support you need to achieve success and help change lives.