Your Competitive Edge For Life Insurance and Annuities

Presented by our Family of Member Companies:

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Explore our insightful blog articles, where we delve into the latest industry trends, share expert perspectives, and provide valuable tips and strategies to help you stay informed, inspired, and ahead of the curve.

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Our Family of Member Companies

Our Family of Member Companies

Premier Investment Manager

Delivers tailored investment solutions and exclusive opportunities to help financial advisors optimize portfolios and meet the unique needs of high net worth clients.

Premier Investment Manager: Whether you’re an individual client or financial advisor, we offer internally managed strategies and access to external expertise to optimize your investment portfolio.

RIA Services

We offer comprehensive support to independent advisors, simplifying the process of launching and growing their practices.

RIA Services: We offer comprehensive support to independent advisors, simplifying the process of launching and growing their practices.

Marketing & Design

From captivating branding to innovative marketing strategies, we help financial professionals stand out in a crowded market.

Marketing & Design: From captivating branding to innovative marketing strategies, we help financial professionals stand out in a crowded market.

Life, Annuities & Back Office

We provide tailored solutions and expert guidance to help financial professionals navigate complex insurance products and maximize client outcomes.

Life, Annuities & Back Office: We provide tailored solutions and expert guidance to help financial professionals navigate complex insurance products and maximize client outcomes.

IAR Solutions

Specializing in providing crafted, tailored strategies and unwavering exceptional service to assist clients in achieving their diverse array of financial goals.

IAR Solutions: Specializing in providing crafted, tailored strategies and unwavering exceptional service to assist clients in achieving their diverse array of financial goals.

Exclusive Programs:

Elevate Your Advantage

Exclusive Programs: Elevate Your Advantage

Our 1031 Exchange & DST Program provides unmatched expertise, resources, and support to navigate these investment strategies confidently.

Our 1031 Exchange & DST Program provides unmatched expertise, resources, and support to navigate these investment strategies confidently.

A Smarter 401(k) utilizes our “My Risk IQ” method, offering personalized investment guidance through five risk-based allocations.

A Smarter 401(k) utilizes our “My Risk IQ” method, offering personalized investment guidance through five risk-based allocations.

Experience innovative planning with modern solutions that strategically align your clients’ risk tolerance with maximizing net retirement income.

Experience innovative planning with modern solutions that strategically align your clients’ risk tolerance with maximizing net retirement income.

Our tailored program is for CPAs and Fiduciary Advisors aiming to offer innovative financial services to attract High Net Worth individuals.

Our tailored program is for CPAs and Fiduciary Advisors aiming to offer innovative financial services to attract High Net Worth individuals.

Cutting-Edge Advisor Solutions

Cutting-Edge Advisor Solutions

Premier Investment Solutions

Unlock access to exclusive investment opportunities and customized strategies designed to optimize portfolio performance and meet the sophisticated needs of high net worth clients.

Premier Investment Solutions

Unlock access to exclusive investment opportunities and customized strategies designed to optimize portfolio performance and meet the sophisticated needs of high net worth clients.

RIA Compliance & Services

Explore our RIA Services program and embark on the journey of starting your own Registered Investment Advisor (RIA).

RIA Compliance & Services

Explore our RIA Services program and embark on the journey of starting your own Registered Investment Advisor (RIA).

Marketing & Brand Development Services

Benefit from tailored strategies, innovative designs, and targeted campaigns crafted to enhance your brand visibility and attract clients.

Marketing & Brand Development Services

Benefit from tailored strategies, innovative designs, and targeted campaigns crafted to enhance your brand visibility and attract clients.

Life Insurance & Annuity Solutions

Access specialized expertise and resources to effectively incorporate life insurance and annuities into your clients’ financial plans.

Life Insurance & Annuity Solutions

Access specialized expertise and resources to effectively incorporate life insurance and annuities into your clients’ financial plans.

Specialized IAR Programs

Gain the expertise and support needed to navigate regulatory requirements and deliver exceptional financial guidance to your clients.

Specialized IAR Programs

Gain the expertise and support needed to navigate regulatory requirements and deliver exceptional financial guidance to your clients.

Your Competitive Edge for Life & Annuity

Elite Advisor Edge

We help independent Agents and Advisors achieve their goals in the Life and Annuity market space.  Our capabilities are second to none.

Not Just An IMO

We opened the doors in 2003 and we established ourselves on our ability to evolve & adapt to the changing financial markets & industry – ahead of time.  We are constantly striving to be on the cutting edge of all things involved in the Insurance & Investment world.  We often blaze trails alongside our Advisors to refine new and uncharted edges.  Long term, mutually beneficial relationships with our Agents & Advisors allows us to treat your clients as if they are our own.  Our goal is to providing both you, the Advisor and your clients, with nothing short of top of the line resources and 100% effort.

Independence

Captivity is not in our vocabulary at EAEdge and it never will be. While we believe teamwork is the true recipe for ultimate success, we understand that our Agents need their own independence as well, being a vital part to their growth & progress.

Support

Our expert Business Development Advisors are a core part of our value added here at EAEdge. Handpicked, our BDA’s have extensive knowledge spanning virtually all realms of the financial industry. From Insurance to Investments to Marketing – they will work with you to understand your business, your practice, and your clients so that they can provide exceptional advice and service tailored to YOU.

Learn More About Our Life Insurance & Annuity Services

Contact Us Today to Schedule a Call With One of Our Business Development Advisors

YOU

are our focus.

YOU

are our business.

YOU

are the reason we do what we do.

We take the time to get to know each one of our Advisors and Agents, their respective clients and their practice. We do this at EAEdge in order to provide you with the preferred manner of support and resources you may need from our multitude of options.

Learn More About Our Life Insurance & Annuity Services

Contact Us Today to Schedule a Call With One of Our Business Development Advisors

Expert Insights:

Life Insurance and Annuity Trends

Explore our specialized collection of blog posts focused on life insurance and annuities. Each article is crafted to equip financial professionals with deep insights into the evolving landscape of these crucial retirement planning tools. Learn about emerging trends in product offerings, the impact of regulatory changes, and technological advancements that are redefining how annuities and life insurance are marketed and managed. Enhance your advisory skills and stay competitive by understanding these key sectors with Elite Advisors Edge, a proud member company of Entry Point Advisor Network.