Perhaps the best consulting and wealth management team in the united states

Trust Encompass for Brokers

At Trust Encompass for Brokers, our primary goal is to empower brokers with proven business strategies designed to deliver exceptional results. Our approach focuses on positioning your clients for optimal business and financial success while driving a substantial increase in your revenue. Together, we’ll create tailored solutions that elevate your value, deepen client relationships, and set you apart as a trusted industry leader.

Individual Advisors and Small Offices

Elevate your business potential with our proven strategies designed to drive measurable growth and revenue. Through personalized mentorship, we’ll guide you in mastering the art of connecting with prospects—starting with an indifference to someone doing immediate business. Instead, we focus on equipping you to educate prospects on the long-term impact of their financial decisions, empowering them to make informed choices while building trust and credibility. Together, we’ll transform conversations into meaningful opportunities for success.

Property and Casualty Insurance Brokers

Most Property & Casualty (P&C) agencies focus on protecting homes, autos, and businesses. While many claim to offer life insurance, few truly understand its full potential and the transformative value it can provide. As a trusted partner in safeguarding your clients’ assets, you’ve already earned their confidence. Now, take the next step to deepen those relationships. Let us show you how Financial Asset Preservation offerings (Life Insurance, Long Term Care Insurance and Disability Insurance) go way beyond protection—helping you enhance your clients’ financial security and build lasting trust for years to come.

Benefit Insurance Brokers

Your business is built on forging strong, trusted relationships with heads of HR and CFOs—key decision-makers who rely on your expertise. They’ve come to count on you for more than just navigating the ‘shopping’ process of securing competitive benefits and rates for their employees. From initial enrollments to open enrollments, managing employee transitions, and resolving billing concerns, you are their go-to resource. They know you. They like you. They trust you. Let’s build on that trust to create even greater value.

C-SUITE OFFERINGS FOR YOUR CLIENTS

STRATEGY AND MAXIMUM POTENTIAL

TRUST ENCOMPASS FOR BROKERS

OUR WHY

The founder of Encompass Group entered the industry in 2007, bringing with him the entrepreneurial experience of owning and operating a construction company for 12 years. However, the journey was not without its challenges. Early on, a lack of clear focus and direction left him trying to be everything to everyone—a path that led to only marginal success. After five years, he shifted strategies, concentrating solely on a few core areas. The results were transformative: clients achieved their best possible outcomes, and revenue quadrupled.

At Trust Encompass for Brokers, we bring the same laser-focused approach to helping brokers elevate their practice. Our no-nonsense philosophy prioritizes clear communication and education, delivered with genuine indifference to whether a prospect takes immediate action. The goal is simple: to provide knowledge, empower decision-making, and ensure every interaction adds value.

Should we decide to partner, we’ll establish mutual expectations—guidelines that must be respected and upheld. What we offer are proven strategies designed to enhance your skills, strengthen your role as an advisor, and deliver measurable results for you and your clients.

what brokers say

Testimonials

"Working with Trust Encompass for Brokers has been a game-changer for my practice. Before partnering with them, I struggled with retaining clients and growing my revenue. Their mentorship program taught me how to communicate effectively with prospects and educate them on financial decisions without any pressure to take immediate action. The result? My revenue has increased by six figures, and my clients are in the best financial positions they've ever been. Trust Encompass truly delivers on their promises."

Jane S

Independent Financial Advisor

"As a Property and Casualty insurance broker, I always focused on home and auto insurance. Trust Encompass opened my eyes to the untapped potential of life insurance and asset preservation strategies. They provided me with the tools and knowledge to enhance my client relationships and significantly improve retention rates. Now, I can confidently say that my clients trust me with not just their immediate insurance needs but their long-term financial security as well. Trust Encompass has transformed my business."

Mark T

P&C Insurance Broker

"Partnering with Trust Encompass for Brokers has been one of the best decisions for my career. As a benefits insurance broker, I was looking for ways to add more value to my clients and their employees. Trust Encompass introduced me to alternative retirement planning strategies, including tax-exempt cash flow through life insurance policies. My clients are thrilled with the new options, and I have solidified my relationships with HR departments and CFOs even further. Trust Encompass has truly set me apart in the industry."

Lisa M

Benefits Insurance Broker

Contact Us

Get In Touch

We are here to help you 7 days a week and respond within 24 hours.

Home Page