Edelman Financial Partners with AccuQuote

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Consumers to Enjoy Better Coordination of Vital Financial Advice

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We are proud of our partnership with AccuQuote

Edelman Financial Services LLC, the investment management firm headed by nationally renowned financial advisor, author and talk show host Ric Edelman, announced its new partnership with AccuQuote, one of the largest independent life insurance brokerage firms in the United States. The new partnership is designed to give consumers better results by coordinating together financial planning, investment management and insurance.

Edelman Financial Services will offer its financial planning and investment management services to AccuQuote’s hundreds of thousands of customers. In return, Edelman Financial’s clients will benefit from AccuQuote’s expertise in the areas on life, disability and long-term care insurance, including the opportunity to receive advice from Byron Udell, one of the nation’s foremost insurance experts.

“We are proud of our partnership with AccuQuote,” says Ric Edelman, ranked the nation’s No. 1 independent financial advisor for the second year in a row by Barron’s*. “Life insurance is a crucial element of financial planning, so we are pleased to be able to offer our clients access to one of the most respected names in that field.”

Byron Udell, founder and CEO of AccuQuote, says, “AccuQuote is very excited about our new relationship with Edelman Financial. We are in the business of helping people secure their financial futures. Now we can present a better set of options to help people not only think about a financial plan, but complete one.”

About Ric Edelman and Edelman Financial Services

Ric Edelman has been providing financial advice to consumers for 25 years. The Ric Edelman Show airs in 36 radio markets. He is also a sought-after speaker, TV personality and best-selling author of seven books – including the newly updated and expanded fourth edition of his personal finance classic, The Truth About Money, due out in December. Edelman’s Web site is http://www.RicEdelman.com.

Edelman Financial Services provides financial planning and investment management services for individuals and families across the country. The firm has won more than 75 financial, business, community and philanthropic awards, and currently manages nearly $5 billion for consumers nationwide. For investment advice and other financial planning services, or to speak with an advisor call 888-PLAN-RIC, or visit http://www.EdelmanFinancial.com.

About AccuQuote

AccuQuote helps consumers find the best values in term life insurance by combining instant online life insurance quotes with the personal service of unbiased life insurance professionals who answer questions, identify important issues and make meaningful recommendations. The company offers consumers an extensive selection of life insurance products, including term life, whole life, universal life, accidental death, disability, long-term care and selected annuities. AccuQuote.com has many handy insurance tools, including a term life insurance calculator to help consumers determine their life insurance needs, a glossary of industry terminology, a collection of articles and press releases, and a blog that provides opportunities for discussion on life insurance and personal finance. For additional information or to get free quotes for low cost life insurance, interested individuals can contact a licensed representative at AccuQuote at 1-888-314-4455.


4000 Legato Road, 9th Floor Fairfax, VA 22033    703-818-0800    TOLL-FREE 888-PLAN-RIC    FAX 703-818-1910    TOLL-FREE FAX 866-742-7222    

Ric Edelman is Chairman and CEO of Edelman Financial Services LLC (“EFS”). He is also President and a member of the Board of Directors for Sanders Morris Harris Group. Ric is an Investment Advisor Representative and offers advisory services through EFS, an SEC-registered investment advisor. He is also a Registered Representative of and offers securities through Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA / SIPC.

EFS offers advisory services in all 50 states and Puerto Rico. As such, these services are strictly intended for individuals residing in the United States. No offers may be made or accepted from any resident outside the specific states referenced.

*Barron’s ranking "Top 100 Independent Financial Advisors" (Aug. 28, 2010 / Aug. 31, 2009) based on the quality of the advisors’ practices, including client retention and compliance record, contribution to the firm’s profitability, and the volume of assets overseen by the advisors and their teams.


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