Ways to partner
Three ways to work with Epiphany
Choose the partnership that fits you. Each one is built on the same promise: clients come first, and every recommendation starts with understanding.
Referral Partners
For CPAs, attorneys, realtors, mortgage and HR professionals who want a trusted resource for their clients’ protection and retirement needs.
Join Our Team
For licensed agents, and those ready to get licensed, who want to build a purpose-driven career with mentorship and support.
Community & Employer Workshops
For churches, nonprofits and employers who want to offer practical financial education to their members or teams.
Referral partners
A trusted resource for the clients you serve
Your clients rely on you for tax, legal, real estate or benefits advice. When questions about life insurance, retirement income or legacy planning come up, you can introduce them to a partner who will treat them with the same care you do.
- CPAs & tax professionals with clients planning for retirement or business succession
- Estate planning attorneys whose clients need funding for their legacy plans
- Realtors & mortgage professionals helping new homeowners protect their families
- HR & benefits professionals supporting employees with supplemental protection
What you can count on: your client relationship stays yours, we explain before we recommend, and, with your client’s permission, we keep you informed every step of the way.
Build a career with purpose
We’re looking for people who care about doing right by families: professionals who would rather educate than sell. If that sounds like you, we’d like to talk.
01
Mentorship & Training
Learn our education-first approach, product knowledge and client process with hands-on guidance from Isaac and the team.
02
Independent Options
Work with a range of solutions from A-rated financial companies, so you can recommend what truly fits each client.
03
Flexible, Purpose-Driven Work
Build your practice on your schedule, serve clients in person or virtually, and make a lasting difference for families.
Already licensed in life & health? Great. Not licensed yet? We can walk you through the steps to get started.
Community & employer workshops
Bring financial education to your community
We partner with churches, nonprofits, associations and employers to host practical, easy-to-follow workshops. Each session is tailored to your audience, can be held in person or virtually, and leaves time for real questions.
- Life insurance basics and living benefits
- Retirement income and 401(k) rollovers
- Legacy, final expense and long-term care planning
- Protecting a small business and key people
Start the conversation
Let’s explore working together
Tell us a little about yourself and the partnership you have in mind. We’ll follow up to set up a short, no-obligation call.
- 1. Share your details. It takes about a minute.
- 2. Meet with Isaac. A short call to understand your goals.
- 3. Start serving together. We agree on next steps that put clients first.
Prefer to talk now? Call 312-416-8472 or book a partner call.
Partner FAQ
Questions from partners
Still unsure about something? Call 312-416-8472 or book a free consultation and we’ll walk you through it.
Referral arrangements must follow state insurance regulations, which generally don’t allow sharing commissions with people who aren’t licensed. We’re happy to talk through compliant ways to work together.
No. We only reach out to clients you introduce to us, and with your client’s permission, we keep you updated on the relationship.
To advise clients on insurance and annuities, you’ll need a state life and health license. If you’re not licensed yet, we can point you to the steps to get started.
Each session is tailored to your audience and focuses on education, with plenty of time for questions. Workshops can be held in person in the Chicago area or virtually anywhere.
We’re based in Chicago and work closely with partners in Illinois and Indiana, and we serve clients in all 50 states and DC.
