CompEdge Financial Services

CompEdge Financial Services CompEdge offers Broker/Dealers and financial advisors a variety of innovative, personalized products & services to meet all phases of their business needs.

CompEdge is a full service insurance brokerage. We provide a complete range of insurance products, as well as the training and support necessary to create a competitive edge. Our unique resources and methodology enables advisors to wisely navigate their clients' scenarios, options and needs. From analysis to product research to in-depth training and support, CompEdge guides advisors toward long-te

rm success. Depending on you and your client’s specific objectives, CompEdge can guide you through a comprehensive host of potential solutions including:

•Life & Annuity Product Sales
•Life & Annuity Product Research
•Sales & Product Training
•Client Situation Analysis & Case Design
•Insurance Illustrations & Quotes
•Marketing Strategies
•New Business Support
•Case Management
•Suitability & Compliance Support

The process begins with an in-depth analysis of your client. We take their unique retirement and insurance needs to generate a custom-designed solution. Our expert consultants will conveniently provide sales training on the subtleties of these annuity and insurance plans, while also providing in-house sales and new business support to help ensure you continued success!

Address

6710 Horizon Road, Ste 100
Heath, TX
75032

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18004314245

Website

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