About Us

They call us "The Edge" because we provide:

• Wealth Transfer Strategies
• unique product solutions
• tax-favored FSA and HSA alternatives
• corporate wellness strategies

All of which will become increasingly critical as health care reforms are put into place.

Our relationships go beyond that of just another "wholesaler". We have partnered at the executive level to develop, underwrite and manage our product offerings. Our decades of home office, marketing, underwriting, compliance, technology and brokerage experience give us a keen appreciation for the common challenges in the business. We understand the needs of brokers, consultants and advisors. We listen carefully as you explain your goals. The Edge gives you the information and tools you need to place business, to stay close to your clients, and to earn competitive commissions for your efforts. If you need a competitive edge, we can help you.