APPLICATIONS FOR EDP ASSURANCE NOW OPEN
This Is Only for Serious Agents Who Want to Stop Chasing Leads, Grow Revenue with Existing Clients, and Attract High-Quality Opportunities in Just 60 Days!
Apply for EDP Assurance Fill out the Form Below
Who is Eric Partin?
Eric Partin is a seasoned insurance and financial services professional with over three decades of experience. A former college soccer goalkeeper, Eric found his calling in helping others secure their financial futures.
As a Certified Estate Planner, author of two books, Collaboration Is The New Currency and Rise Relentless, and founder of EDP Assurance, Eric has spent decades guiding advisors away from chasing transactions and toward building systems, teams, and legacies that endure.
His team-based model and Virtual Family Office concept have revolutionized how independent advisors serve clients, helping them solve bigger problems, generate more revenue, and build the kind of business that gives them their life back.
Outside of business Eric finds clarity on two wheels and open water, an avid cyclist and saltwater fishing enthusiast who understands that patience, focus, and perseverance are not just hobbies. They are a way of life.
The 3 step Process:
Part 1: Find Your Three, Discover why the best opportunities in your business are already sitting in your existing book of clients and how to identify exactly which ones are ready for a deeper conversation.
Part 2: Widen The Focus, Learn the exact conversation framework that moves you away from products, away from pressure, and away from chasing and into a position where clients actually trust you and come to you first.
Part 3: Fix Bigger Problems, Understand how to uncover the real financial problems your clients have been waiting for someone to solve and how the team-based model lets you solve them without becoming an expert in everything.