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Why Momentum Insurance

Empowering Advisors Through
Insurance Excellence

We understand the complexities advisors face in the insurance space and have built in-house solutions designed to connect deep industry expertise with the practical needs of financial advisors.

Too many advisors struggle with fragmented insurance resources, unresponsive support, and overwhelming product complexity. We saw an opportunity to change that — building a platform where advisors get the rates, insights, and tools they need to deliver worry-free insurance solutions to their clients.

What Sets Us Apart

Advisor-First Philosophy

  • Built specifically for financial advisors: Streamline your insurance business.
  • Strategic planning support: We help you integrate insurance seamlessly into your overall client strategy.
  • Unwavering partnership: We’re committed to your long-term success, not just individual transactions.

Strategic Insurance Solutions.

  • Decades of combined experience: Our partners bring deep insurance knowledge and proven track records.
  • Established carrier relationships: Access to competitive rates and comprehensive product portfolios.
  • Regulatory expertise: Navigate compliance requirements with confidence and clarity.

Comprehensive Product Access

  • Wide array of solutions: Life insurance, business protection, and specialty products.
  • Strategic relationships, competitive rates: Leverage our partnerships to secure the best pricing for your clients.
  • Tailored recommendations: Products matched to specific client goals and risk profiles.

Our Core Values in Action

Confidence and Clarity

Every resource, tool, and support interaction is designed to give you the confidence to recommend insurance solutions and the clarity to explain them to your clients.

Strategic Planning

We don’t just provide products — we provide strategic planning support to help you integrate insurance into your comprehensive wealth management approach.

Personalized Support

Your practice is unique. Our support is tailored to your specific needs, client base, and professional goals.

Unwavering Commitment

We’re in this for the long haul. Your success drives our success, and we’re dedicated to supporting your vision of comprehensive client service.

Dedicated Support

Solutions you can rely on with support you can count on.

“Our goal is to provide you with the tools, resources, and support you need to deliver the right insurance solutions for each client.”

— Doug Frank, Managing Partner

Available Live Support

tylerk@ecamarketing.com

New Business

mandym@ecamarketing.com
ben@ecamarketing.com
Office Hours:
Monday–Friday: 8 a.m. – 5 p.m. CST

Quick Start FAQs

How do I access my account?
Once you're registered, you can log in using the “Login” link at the top of our website. Enter your email and password to access your iPipeline dashboard.
Where can I find product training?
Currently, you can reach out to our support team for dedicated hands-on training and walkthroughs. We're working on developing training resources to help you get started and level up quicker.
How do I contact support?
Reach out via phone or email during business hours for prompt assistance from our support team.
How do I get started?
You can call or email our Director of Advisor Relations & Support, for streamlined onboarding.
Two financial advisors discussing a tablet

Solutions curated for You.

Connect with your representative today and discover insurance solutions curated for you. Simple. Reliable. Advisor Focused.

Get Started Now