Slight Edge Insurance & Financial Services, LLC
Slight Edge Insurance & Financial Services, LLC
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Why Fee-Only RIA's Should Partner With Slight Edge Insurance

Fiduciary Alignment

  • You keep full control of the client relationship.
  • We operate as your "insurance desk", offering conflict free support.
  • Recommendations are education-first, transparent, and fully documentedfor compliance.


Expand Your Planning Toolkit

  • Provide solutions ou can't directly offer (life, LTC, annuities) without giving up your fee-only independence.
  • Strategies complement your AUM model - protection, income guarantees, and estate liquidity to strengthen overall plans
  • Fill gaps that pure investments portfolios can't address (sequence-of-returns risk. longevity risk, tax diversification).


Independent Access To Carriers

  • We're not captive to any single company.
  • This allows us to shop top insurers and annuity providers for best pricing, features, and underwriting flexibility.
  • Your clients get competitive solutions that fit their goals, not cookie-cutter products.

Process That Supports You/Your Firm

  • Fit Call - align on compliance preferences.
  • Client Discovery- protection gap analysis
  • Design- side-by-side comparisons with plain-English summaries.
  • Implementations- we handle the carrier due-diligence; you remain the primary advisor.

Ideal Use Cases

  • Pre-retirees who need a protected income floor.
  • UHNW/HNW families looking to optimize taxes and legacy.
  • Business owners with buy-sell, key person, or succession needs.
  • Clients needing LTC or estate liquidity

Clear & Transparent Compensation

  • You choose: consulting structure, referral arrangement, or simply use us as a resource.
  • No hidden conflicts.  Full disclosure at every step.

Copyright © 2025 Slight Edge Insurance & Financial Services, LLC - All Rights Reserved



 

Important Disclosures

  1. Nature of Services – We provide insurance and financial services. We are not a law firm, tax advisor, or fiduciary under ERISA or the Investment Advisers Act, unless otherwise stated in writing.
  2. Compensation – We may receive commissions for the sale of insurance products.
  3. Risk Acknowledgment – Certain products may involve risks. You should carefully review product materials before making any decisions.
  4. No Guarantee of Results – Past performance or product illustrations are not guarantees of future outcomes.
  5. Licensing – Our firm and representatives are licensed in certain states. Products may not be available in all jurisdictions.

By working with Slight Edge Insurance & Financial Services, LLC, you acknowledge receipt of these disclosures and understand the scope of services provided.


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