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If you are an agent who cares about your clients, as well as growing your business in a conscientious way, partner with us at EPS. While many insurance marketing agencies may offer you traditional "leads" that require your time and investment, we offer something different. We provide preset appointments with genuinely interested individuals to benefit quality producers.

If you're interested in exploring the global potential within your existing client base by upgrading them to what we consider best-in-class products, we have a streamlined solution. Our AI tools can efficiently reevaluate your entire client database with a simple click, providing a reasonable estimation of the straightforward cases that may already exist within your current client base. These opportunities have been in front of you all along, and this level of analysis was previously unavailable before the advent of AI. On the other hand, if you're contemplating a slower pace or retirement and are considering selling your book of business, we can provide an offer without requiring any personal identifying information about your clientele.

Our offer and expectations are simple:

• Loyalty works both ways. Our Agent Import Tool allows us to integrate your data without specific client information.

• Your clients are your clients, so you will be the decision-maker. When we provide clients for you, we naturally expect you to always prioritize their best interests as a standard business practice.

• We share three core agreements: Do your level best. Be impeccable with your word. Self-report mistakes and misunderstandings.

• Our agent positions are entirely remote, and we encourage attendance at occasional in-person events. You can integrate us into your practice in a way that suits you best.

• EPS products and structures are highly consistent. It is easy to project future earnings after just a few months in the system.

For more information, reach out to Heather directly at heather@exclusiveplanningservices.com. Feel free to give us a call at 1-800-922-1894 if you have any questions.