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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Start Exploring the New Financial Frontier, Today!
Our Blog
Informational & Educational
A Smarter Way to Invest Market Summary 11-04-2020
MARKET SUMMARY Provided By: Adam Blocki, CFA, CFP® - Senior Portfolio Manager October began optimistically with hopes for economic stimulus leading US equity indexes higher until upward momentum slowed and eventually reversed course. As the rolling average of...
A Smarter Way to Invest Market Summary 10-5-2020
MARKET SUMMARY Provided By: Adam Blocki, CFA, CFP® - Senior Portfolio Manager The stock market fell back to earth during the month of September. Months of endless gains left us overdue for a correction and gridlock in Washington over further stimulus seemed to...
A Smarter Way to Invest Market Summary 9-3-2020
MARKET SUMMARY Provided By: Adam Blocki, CFA, CFP® - Senior Portfolio Manager The S&P 500 maintained a steady upwards trajectory for the month of July. While the index has not quite returned to its pre-pandemic highs, it closed the month within 115 points...
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