About Us
Founded in 1995, Gil Edwards Insurance Planning has been providing exceptional insurance services to our clients for over 25 years. We started as an independent life insurance agency specializing in term life insurance for income replacement and mortgage payoff. We've grown to assist RIA's, independent advisors and insurance professionals with the insurance planning needs of their clients, serving as Subject Matter Experts for wealth transfer, estate planning, single need life insurance, long term care and retirement income solutions.
Strategic Insurance Partner
We provide value to RIA's and Independent Advisors by expanding their platform offerings. We differentiate ourselves by assisting advisors to identify risk and provide insurance solutions.
Our local insurance consultants are supported by a team of subject matter experts such as Advanced Tax and Estate Planning, Executive Benefits, Premium Finance, Long Term Care, Hybrid LTC, Life Insurance, Disability Insurance, Annuities and more.
Advisor Services
- Case Management
- Case Design
- Policy Review
- Quotes, Illustrations
- Underwriting Expertise
- Access to industry experts
- In force Administration
- Point of sale assistance/ joint calls
- Direct engagement as need with client CPA and Attorney, etc.
Products
- Whole Life
- Universal Life
- Indexed Universal Life
- Long Term Care
- Hybrid Long Term Care
- Annuities
- Disability
- Life Settlements
Carrier Partners
- Banner Brighthouse
- Corebridge John Hancock
- Lincoln Mutual of Omaha
- Nationwide One America
- Protective Prudential
- Securian Symetra
- Thrivent William Penn