IEI

Insurance Education Institute

Bridging the Gap

About Us

Welcome to the Insurance Education Institute (IEI), where our mission is to empower IMOs, FMOs, and insurance agents with exclusive access to our partners—investment banks, family offices, and Registered Investment Advisers (RIA)—to provide unparalleled resources and expertise.

Gain in-depth insights into market alternatives and financial products through our comprehensive educational programs.

Leverage IEI’s exclusive partnerships with investment banks, family offices, and Registered Investment Advisors to enhance your suite of offerings while learning and receiving mentorship from IEI on how these benefits can best launch your firm.

At IEI, we empower you to reach your full potential with total business support, proven strategies, and dedicated teams. Our unique collaboration helps you expand your services, capture comprehensive capital, and manage client assets effectively. Join us to enhance your professional growth and lead the insurance industry.

What People Say

IEI isn't just about education; they're about empowering professionals to lead the insurance industry. Their collaborative approach has fueled our professional growth and success.

David G

Joining IEI was a game-changer for our firm. Their mentorship on leveraging investment banks and RIA’s helped us launch initiatives that significantly boosted our growth.

Laurie D

Scaling our business was seamless with Insurance Education Institute's support. Their proven strategies and dedicated teams empowered us to expand our services and effectively manage client assets.  

Jay W

IEI transformed our approach with their insightful educational programs on market alternatives. Now, we confidently navigate complex financial products to better serve our clients.

Dan C.

A Message from Andrew Morris, Senior Education Consultant

“Welcome to IEI, where our mission is to empower insurance and financial professionals like yourself to thrive in today’s dynamic market. Our journey at IEI is centered around your success.

We understand the challenges you face daily—whether you’re an IMO, FMO, or an independent life agent. That’s why we’ve dedicated ourselves to providing you with more than just tools and resources. Our commitment goes beyond comprehensive educational programs to include exclusive partnerships with investment banks, family offices, and Registered Investment Advisors, enhancing your ability to exceed client expectations. These relationships grant you unparalleled access to resources and expertise. More importantly, we’re here to mentor you on how to leverage these connections effectively, ensuring you can launch and grow your firm with confidence.”