Edward Pritchett’s debut book, Tax-Free Living is NOW AVAILABLE on Amazon!
Get your copy today to help your clients better manage their wealth.
INSURANCE AGENTS, have you tried to wrap your head around the Infinite Banking Concept and give up because it is too complicated?
Unlock the secrets to help you and your clients keep more of your hard-earned money with Tax-Free Living, by Edward Pritchett. This powerful guide reveals four strategic shifts that will help you understand how to drastically reduce or even eliminate taxes most people, including your clients, don’t know exist. For entrepreneurs, investors, or those looking to grow their wealth, this book lays out a proven system that wealthy families have used for generations to minimize taxes and secure their financial future.
Edward Pritchett is a serial entrepreneur and financial expert with a passion for helping individuals and professionals unlock their potential through strategic tax savings and wealth-building techniques. A Yale University graduate, Edward’s journey into finance began after leaving a career in engineering, leading him to build one of the largest and most successful independent insurance agencies in the industry, generating over $50 million annually since 2022.
In Tax-Free Living, Edward combines his expertise with engaging storytelling to reveal powerful, easy-to-understand tax-saving strategies. His book empowers readers to protect their wealth, reduce taxes, and build a lasting financial legacy. Edward is committed to simplifying complex financial concepts, making tax-free living accessible for all.
Eliminating the guesswork of systems and prospecting, so you can focus on selling.
Want to learn more?
From our thoughtful training to a specialized CRM, our systems help you easily manage every stage of the sales pipeline and focus on getting your clients coverage.
Designed with you in mind, our leads program has a lead type and price to fit your needs, whether you are a new agent or a seasoned pro.
With instant-decision solutions and proprietary products, agents are able to help more clients than ever find a product to fit their needs.
Training begins with Basecamp, which is part of our online learning management system, called Summit. The basecamp portion is about 6 hours worth of training and can be completed in a day or two. Training for our agents is ongoing through the Summit platform and will guide you in 4 different phases after Basecamp. Each phase connects to a range of contract levels that you will be moving through at that time.
Your direct mentor will be Mike Gamba, he is an Agency Director, a top producer, has been with us for almost 9 years, and currently serves as our Baseshop Director. You will also have access to our new agent mentor, Doug Suttenfield, an 11-year veteran with us, top producer, and subject matter expert on Annuities, Debt Free Life, and Medicare plans. In addition to those amazing mentors, you will have access to the fullness of the insurtech platform which allows you to receive training from top agents and builders across the company.
The marketing that we provide for recruiting is twofold: First, we provide marketing templates to be used on social media and websites, for both recruiting and client relationships. There are many videos and other digital assets that can be used as well. Second, through the Insurtech platform and partnerships with reputable affiliates, agents are provided with greater name recognition as you look to recruit and build our organizations.
As long as an agent stays in good standing, by not churning business when they leave and maintain an active appointment with the carrier, their book of business stays with them. This allows them to continue to receive any renewal commission that is owed to them as long as the client keeps the policy active. This is what is meant by being able to own your book of business with us.
We have over 30 carriers we are partnered with. Our core carriers include Americo, American Amicable, Mutual of Omaha, Foresters Financial, and SBLI. Other carriers include Gerber, John Hancock, National Life Group, and so many more!
Our agents have an arsenal of products available to offer their clients, as well as products specific to the Pritchett Agency, like Bulletproof Retirement and Tax-Free Living. Just a few of our products include: Debt Free Life; Annuities; Infinite Banking; Term Life Insurance, now officially offered at the 40-year level; Quility Financial Advisors; and so many more! Agents have access to a full suite of instant-decision life insurance products, as well as many advanced-market products.
Whether you’re new to the industry or a seasoned pro, the cost of leads is heavily subsidized so that there are options for every budget. Spend your time selling, not prospecting! Our in-house support team connects agents with vetted and highly effective leads for all of our products, in the form of direct mail, call-ins, and digital.
The agent journey, and therefore commission income, is entirely up to each individual. Some agents opt for a more passive income route, while others often write $10,000+ in APV in a single week. Agents typically enter on a 80% contract level, and they can work their way up to a 130% contract level. To hear specific examples of part-time and full-time income potential, schedule some time to see if we’d be a good fit for you!