We help independent agents grow with 70+ carriers, case design, marketing, and fast contracting.

We treat each case as if it were for a member of our own family.

Every agent gets a dedicated point of contact who knows the products and helps get cases placed.

Not owned by any carrier, private equity firm or aggregator, so we recommend what fits each client’s situation

EverVest, Inc. is an independent insurance marketing organization (IMO) headquartered in Eden Prairie, Minnesota. Founded in 2016, EverVest supports independent insurance agents and financial advisors nationwide with access to 70+ carriers for fixed and fixed indexed annuities, MYGAs, life insurance, and asset-based long-term care.

EverVest goes beyond product access, with hands-on sales strategy, case design, underwriting support, marketing, fast contracting, and a dedicated point of contact for every agent. The firm is fully independent and not owned by any carrier, private equity firm or aggregator. Rated 5.0 across 128 Google reviews.

Insurance

EverVest, Inc.

EverVest’s headquarters, where our team supports independent insurance agents and financial advisors nationwide with contracting, case design, underwriting support and marketing.

EverVest Headquarters, Eden Prairie

Matthew Holmbeck

Lisa Yearby

Our sales team works directly with independent insurance agents and financial advisors nationwide. They provide product guidance across 70+ carriers, annuity and life case design, illustrations, and hands-on support to help agents place business.

Sales Department

This department oversees the coordination and management of client cases to ensure effective service delivery and support.

Case Management

Our operations team handles contracting, licensing and appointments, new business processing and case status updates, so agents get fast contracting and a smooth path from application to issued policy.

EverVest, Inc.

Org chart

Teams

Sales Department

Case Management

Administrative

Offices

EverVest, Inc.

Org chart

Teams

Sales Department

Case Management

Administrative

Offices

Related companies