Virtual Insurance Group Coaching

Empowering Financial Advisors

My goal is to help you in building a thriving and fulfilling, comprehensive advice based practice.

The Vision

We believe client's lives and advisors' businesses both thrive through holistic, risk-managed financial planning and, we believe in deep collaboration. We also believe in utilizing the leverage of people, tools, and products.

My Mission

We empower financial advisors to embrace insurance with confidence by making the process simple, powerful, and results-driven.

The Process

Practical coaching, advanced resources, and a proven system that delivers 10x to 20x returns— while protecting your clients’ futures and building sustainable growth.

Mindset

Develop the right mindset to identify gaps in your clients' coverage and communicate to their needs.

Founder Ed Kelly

Financial Advisor & Insurance Coach​

With nearly 40 years of experience in the Financial Planning industry, Ed Kelly is dedicated to helping advisors and clients achieve their wealth management goals. A lifelong student of the industry, Ed believes in the power of holistic planning, collaborative teams, proactive tax strategies, and effective risk management.

  • Top 1% financial advisor with a leading Broker Dealer
  • Field Vice President overseeing 5 regional offices and 200+ advisors
  • DVP for a major U.S. insurance company, coaching 500+ advisors to 24% productivity growth
  • Experience as an Independent Advisor in the RIA world and in a Family Office setting
  • Founder of three innovative companies, including Lever Up Now!
  • Helping clients save consistently is the most impactful service an advisor can provide.
Ed Kelly Expert Insurance Coaching
Ed Kelly, Grandad at Horseshow
Ed & Grandson smelling the roses

Ed’s 5 Core Values:

  1. Faith
  2. Family
  3. Health
  4. Meaningful work
  5. Contribution to others
SevaChild.Org life saving nutrition, clean drinking water and food relief

SevaChild.org

Our business supports SevaChild International

Ed has been on the Board of Directors since its founding.  

5% of the LeverUpNow Gross Receipts will be donated to the SevaChild programs. 
* Water wells or ‘Gratitude Wells” to memorialize a friend or family member. $1900
* Drop-In Centers providing education, food, and a way out of the worst slums in India (“teach a man to fish!”)
* Vitamin A for young children to prevent blindness
* Disaster relief where none is provided
* New housing for the lowest “caste” still in India… the lepers in their leper colonies…
Donate any amount. Monthly donations are especially helpful! www.sevachild.org
We all want a better world. Here is a simple way you can make a huge difference. 

Helping Financial Advisors Embrace Insurance with Confidence

Ed Kelly, Expert Insurance Advisor & Coach