Competitive Advantage
What Makes Us Different
The EPAN Advantage
Because we are self funded EPAN is able to focus on what’s important without outside influence working with transparency and aligned interests.
Thought Leaders
The paradigm shift we are leading shares an esprit de corps with our Advisors and Agents, using a holistic fiduciary approach through the lens of our professionally diverse, highly experienced Business Development Advisors. What does this mean for you? Entry Point Advisor Network Business Development Advisors have the unique ability to represent our member firms when working with you to best match each of their capabilities with each of your practice needs while keeping the focus on the holistic success of your practice & your clients. We are your single point of contact for as much or as little capability you want. Ironically, adding complexity is easy; protecting simplicity is hard. Simplicity is our and your competitive advantage.
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Why Us
Vision For Our Future
We believe the future of financial services is brighter than ever because we believe in achieving our ambitious vision of the future. The future we see is an industry of independent professionals dedicated to servicing their clients by aligned incentives and supported by the best modular premium solutions for life, annuity, and RIA.
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Our Blog
Informational & Educational
A Smarter Way to Invest Market Summary 4-3-2020
MARKET SUMMARY Provided By: Adam Blocki, CFA, CFP® - Senior Portfolio Manager The bull market ended just days after its 11th birthday. On March 9th, 2009 the S&P 500 closed at what would prove to be its low point in the wake of the Great Recession at...
A Smarter Way to Invest Market Summary 3-4-2020
MARKET SUMMARY Provided By: Adam Blocki, CFA, CFP® - Senior Portfolio Manager I bet you can’t guess what we’re going to discuss this month. Stock markets spent the first half of February gradually climbing toward new record highs, seemingly shrugging off the continued...
A Smarter Way to Invest Market Summary 2-5-20
MARKET SUMMARY Provided By: Adam Blocki, CFA, CFP® - Senior Portfolio Manager Aside from two brief hiccups in the second half of the month, January saw most major equity indexes continue their march higher. Unfortunately, those two brief periods saw the S&P 500...
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