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For Greater Austin P&C agents serving pre retirees

Build a professional relationship around the risks that change near retirement.

McCune Whiteley Wealth Management is getting to know property and casualty agents who serve people approaching retirement. We want to understand when your agency may fit an appropriate client need, give your clients a retirement planning resource to consider, and coordinate clearly when property decisions affect the financial plan.

Explore the partnership offerIntroduce your agency

No client information or referral is needed for the first conversation. Future introductions depend on client need, professional fit, capacity, licensing, and client choice. Referrals are not guaranteed.

The first offer

Make your agency easier for our firm to understand and consider.

A P&C Partner Fit Conversation gives both firms a clear view of who the other serves, how each practice works, and where a future introduction or coordination need may make sense.

Request a partner fit conversation

No client names, policies, or confidential information are needed.

Your professional fit profile

What we would learn about your agency.

  1. Your ideal clientsThe households, property types, and client situations your agency is equipped to serve.
  2. Your services and specialtiesThe personal lines work you handle, the situations you know especially well, and the work you do not take.
  3. Your geography and capacityWhere you are licensed to serve clients, how new relationships begin, and whether your agency is accepting them.
  4. Your working styleCommunication, review cadence, secure information sharing, and how you coordinate with another professional.

Where mutual value can come from

Two firms, two directions, one client choice.

The relationship can create appropriate opportunities for both practices without turning introductions into a quota or transaction.

Your P&C agency

A client needs retirement planning.

You have a planning team to consider when housing, cash flow, investments, employer benefits, or retirement income questions move beyond your insurance role.

McCune Whiteley Wealth Management

A client needs P&C services.

We may consider an agent whose services, client profile, geography, licensing, availability, and working style appear appropriate for that need.

No referral volume or revenue is promised. There is no quota, exclusivity, compensation, or required reciprocity. Each client decides whether to engage the other professional.
Two professionals leading a small educational session for adults approaching retirement
Illustrative client education setting

A client education opportunity

Help clients review changing risks before retirement begins.

MWWM and the agent can explore an educational session for pre retirement clients. The session can connect housing, vehicles, rental property, liability, and umbrella questions with the household financial plan while keeping coverage advice with the licensed insurance professional.

  • A recognizable client momentFocus on the property and liability changes that can follow retirement, relocation, new travel patterns, or a second home.
  • Defined professional rolesThe agent provides insurance guidance. MWWM presents retirement planning content within its role.
  • A voluntary next stepAttendees choose whether they want to speak with either professional after the educational session.

The topic, speakers, materials, promotion, follow up process, and required approvals would be confirmed before any event is offered.

When both firms serve the same client

Bring one organized question to the insurance review.

With client permission, MWWM can prepare a Retirement Property and Liability Brief before requesting the agent’s review. It organizes the household change, the known financial facts, and the open insurance questions without recommending coverage.

HousingVehiclesRental propertyLiability and umbrella
Home model, umbrella, keys, and planning documents arranged for a professional review
Illustrative coordination materials
What the P&C agent receives

The context needed to evaluate one specific insurance question.

  1. The change and timingThe retirement date, move, vehicle change, rental property decision, or other event the client is considering.
  2. The relevant property factsThe home, vehicles, additional property, household activities, and other facts the client has authorized MWWM to share.
  3. The financial contextThe planned housing costs, liquidity, emergency reserves, premiums, deductibles, and cash flow assumptions connected to the decision.
  4. The open insurance questionsA short list of issues requiring the agent’s coverage analysis, advice, or recommendation before the client acts.

Clear division of responsibility

The agent owns the coverage advice. MWWM connects the financial impact to retirement.

The goal is to keep property costs and retained risk visible in the financial plan without asking either professional to work outside their role.

The P&C agent leads

  • Coverage analysis and insurance recommendations
  • Policy terms, limits, exclusions, deductibles, and placement
  • Claims, underwriting, carrier, and renewal questions

MWWM coordinates

  • Housing costs, liquidity, cash flow, and retirement planning
  • Financial planning considerations within the firm’s professional role
  • Questions for the licensed agent when property or liability circumstances change

A firm relationship

The agent works with McCune Whiteley Wealth Management, not one person alone.

Michael is the Cedar Park point of contact, supported by a broader team providing financial guidance, operations, and client support.

Founded 2009An established firm with a written planning process.
300+ householdsFamilies served across the firm’s planning relationships.
Two Texas officesCedar Park and Fort Worth, with local coordination through the Cedar Park team.

Planning team

Organizes retirement income, investments, employer plans, housing costs, liquidity, and the alternatives under consideration.

Operations and service

Helps coordinate client permissions, records, meetings, and follow through so open questions do not disappear.

One clear contact

The agent has a defined point of contact while the broader firm supports the client relationship and planning process.

How the relationship begins

Start with professional fit, then earn the right to make introductions.

01

Build the fit profile

Share the clients, services, geography, licensing, capacity, and situations each firm wants to serve well.

02

Compare working styles

Discuss communication, responsiveness, client experience, secure information handling, and follow through.

03

Choose one useful start

Consider a client education session, a future professional introduction, or simply keeping the relationship open.

04

Coordinate with permission

If a client chooses both firms, define roles, information sharing, and responsibility for each next step.

No client names or records are needed for the first conversation. Exchange client information only after a client chooses to involve both firms and provides the appropriate authorization.

P&C Partner Fit Conversation

Tell us which clients and situations your agency wants to serve.

Michael is the Cedar Park point of contact. Introduce your agency, learn how the broader MWWM team works, and decide whether a professional relationship is worth exploring.

Request a partner fit conversationCall (512) 960 4900

Please do not send policies or confidential client information by email.