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I'm passionate about helping others & proud to offer services to protect families & their legacies so I created a financial resource for my community.
I created this financial resource for my community because I believe that in business we should give more than what is expected. I am passionate about helping others and proud to offer services to protect families and their legacies.
I also believe that proper planning and sound financial advice is the key. By completing this workbook you will know the key components needed to bridge the wealth gap. increase protection, and build a better future for you and your family.
Complete the workbook questions. Complete the agent appointment form, then set your appointment so we can walk you through the next steps.
Meet The Founder
First and foremost, I'm a family man who just happens to love playing golf. My wife and I have been in Atlanta for 20 years and we have 3 children.
I'm the founder and CEO of EIAT Wealth Management, with over 10 years of experience as an Agency Owner and Financial Advisor holding Series 7, 65, and 63 investment licenses. Something I am very proud of is recently I recognized by my Alma Mater Alabama State University as one of its distinguished alumni by inducting him into the Class of 2021 “50 under 50”.
I'm also a member of the Atlanta Association of Insurance Professionals (AAIP), a local chapter of the National Association of African American Insurance Professionals (NAAIP).
CLIENT TESTIMONIALS
Let's work together to build your personalized strategy that will improve your finances and build wealth.
What's My Job?
“It’s my job to ask you if you have life insurance, don’t make it your family job to ask me if you had life insurance.”
EIAT Wealth Management
Services Offered
Royce Richardson is the founder and CEO of EIAT Wealth Management, an independent insurance brokerage and financial planning firm based in Atlanta, GA. He has over 10 years of experience as an Agency Owner and Financial Advisor holding Series 7, 65, and 63 investment licenses. Royce began his career at American Express Financial Advisors.
General Life Insurance
I don't sell life insurance,
I sell what life insurance does which is to protect your family, your finances, & your future. Let's discuss what it could do for those you love & make sure they're fully protected while you're alive & when you're gone.
College Planning
When it’s time for your child to start college you need tools that will ensure they will succeed. You can take out a loan against your life insurance cash balance. The potential reward is greater than a traditional 529 plan plus additional tax benefits.
Mortgage Protection
For homeowners interested in a backup plan. Your home may be your family's largest asset. And their largest financial responsibility. A mortgage protection insurance policy can help them remain in your home after you're gone.
Long-Term Care
An option for families looking to plan ahead and protect their nest egg from unexpected health expenses. When you become more prone to accidents resulting in needing help for daily car who will pay for the cost
Retirement Planning
Life insurance funds can be used as a volatility buffer during down markets that affect traditional retirement plans. They can also be a source for tax-free retirement income which will guarantee your future is secure.
Annuities Policy
Many people don’t know that the death benefit is just one element of life insurance products. It can also be a savings account, letting you build wealth & use the money as well as a viable tool for those ready to invest.
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Your old life insurance policy
is costing you...
10 years ago, I started my own firm to serve the African-American community first and hire and train minority agents of color first. My mission became to bridge the wealth gap through the
usage of life insurance once I learned about the wealth gap that existed in our community and realize that many generations were only sold small burial policies.
While working as a financial advisor and insurance agent with the major firms, I learned from wealthy clients that were usually white clients how life insurance from their parents and grandparents changed the trajectory of their family's legacy. It was then I knew more had to be done to better educate my community about the power of life insurance. This led to the start of my own agency.
CLIENT TESTIMONIALS
Let's work together to build your personalized strategy that will improve your finances and build wealth.
Who Is Life Insurance For?
"You don’t buy life insurance because you are going to die, but because those you love are going to live."
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What happens after I click the link to set up a time to chat with you?Clicking the link will take you to a form for info. Complete this form in its entirety. Once complete, you gain access to our calendar so you can set your life insurance appointment. You will then receive a reminder email/text the day before your appointment.
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Which is the best type of life insurance?Life insurance is unique to you. The only life insurance that matters is the one you keep. There are three main types, they all have unique features, and they all operate slightly different. The best type of life insurance you can have is actually having insurance. Now the question is would you like more than just the basic death benefits?! What would you like your coverage to do for you? Let’s do a brief assessment to better define your ideal, future situation to find the right type or combination of the types.
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What if I dont want to set an appointment but just need a quick quote?We would love to meet with you and discuss your current and future financial plans and see how life insurance can help you stay protected and provide a peace of mind but we understand that sometimes potential clients just need a quick quote. Click the link below to go to our QUOTE ONLY page and get a quote in 10 minutes with same day coverage available no matter your current health status. GET A QUOTE
Frequently Asked Questions
DISCLAIMER
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Royce Richardson. CEO of EIAT Wealth Management, is an Independent Insurance Agent and Financial Advisor holding Series 7, 65, and 63 investment licenses for the state of GA. From investments to insurance we are your community partners and your trust advisors
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Please consult your licensed financial professional, attorney, accountant, and/or tax advisor for advice concerning your particular circumstances. The generalized information we provide regarding tax minimization planning is not intended and cannot be used by anyone to avoid paying federal, state, or local municipality taxes or penalties.
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Any references to annuity guarantees and optional lifetime income rely on the financial strength and claims-paying ability of the issuing insurance company.
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EIAT Wealth Management only provides services in states where it is licensed, and insurance coverage through EIAT Wealth Management may not be available in all states. All insurance products are governed by the terms in the applicable insurance policy, and all related decisions (such as approval for coverage, premiums, commissions, and fees) and policy obligations are the sole responsibility of the underwriting insurer. The information on this site does not modify any insurance policy terms in any way.