Speak With An Expert Today!

Home
About Us
Our Services
Retirement
Retirement shouldn't be guesswork. We help individuals get clear, unbiased advice so they can confidently plan for a future they control — not one they hope for. With expert guidance and a personalized strategy, you’ll know exactly where you stand and how to make your retirement dreams a reality.
Insurance
Life insurance isn’t just about protection — it’s about peace of mind. We help individuals understand their options and choose the right coverage with honest, unbiased advice — no pressure, no upsells. Whether it's securing your family’s future or using life insurance as a smart financial tool, we make sure it fits your life, not someone else’s commission.
Business Operations
Behind-the-scenes chaos is costing you more than you think. We help streamline your systems, improve your workflows, and build processes that make your business run smoother — and smarter. With hands-on guidance and customized solutions, you’ll spend less time putting out fires and more time growing with confidence.
Union Members
Pensions
Contact Us
Blog
SWAG

AI-powered tools that guide your leads from “just interested” to “ready to buy,” all on autopilot.

Turn Leads Into Loyal Customers—Automatically

LEARN MORE

Streamline Your Pipeline

Organize, track, and nurture every lead with our smart CRM—no missed opportunities, no manual follow-up.

Book With Ease

Let customers schedule calls, demos, or appointments at their convenience—auto-confirmed, reminded, and followed up by AI.

Close Faster

Collect payments, send invoices, and trigger instant “thank you” messages—all automated and integrated.

Centralize every contact, tag and follow up with ease, and watch prospects move through your sales funnel—powered by R6 automation and AI reminders.

All-in-One Smart CRM

Everything you need to convert leads into sales

Centralize every contact, tag and follow up with ease, and watch prospects move through your sales funnel—powered by R6 automation and AI reminders.

No more endless emails or phone tag. Automated online booking means your calendar fills up—even while you sleep.

Unified Conversations for Better Sales

Stay Connected, Close More Deals

Respond instantly—via chat, text, email, or social—from a single dashboard. AI-powered suggestions help you say the right thing and keep every deal moving.

Book More Sales Conversations

Let Prospects Book Themselves In

No more endless emails or phone tag. Automated online booking means your calendar fills up—even while you sleep.

Send invoices, accept payments, and track transactions all in one place. Happy clients, faster cash flow, and less admin work.

Seamless Checkout

Get Paid Instantly, With Less Hassle

Send invoices, accept payments, and track transactions all in one place. Happy clients, faster cash flow, and less admin work.

Turn More Leads Into Paying Customers

Selling doesn’t have to be hard work. Our YWait-powered “Grow Sales” solution gives you automation, booking, payments, and a CRM that keeps you organized—so you can move every lead smoothly from “hello” to “happy customer,” with less effort and more results.

Get Started With Grow Sales

Ready To Learn More?

At YWait, we believe everyone deserves a confident financial future — not just the wealthy, not just the financial “experts,” but everyday people like you.

Whether you're planning for retirement, protecting your family with life insurance, or just trying to make smarter business moves, we’re here to give you clear, unbiased advice you can actually use. No jargon. No sales pitches. Just real guidance from someone in your corner.

We serve:

Hardworking individuals and families who want peace of mind

Business owners, educators, tradespeople, and entrepreneurs looking to turn their hard work into lasting security