Life insurance is a cornerstone of financial planning at Modern Edge Capital, offering vital financial security for your loved ones if the unexpected occurs. Our expert life insurance advisors at Modern Edge Capital provide personalized policies tailored to your goals—whether it’s covering funeral costs, paying off debts, or ensuring your family’s future stability. Unlike one-size-fits-all solutions, we take a comprehensive approach, assessing your unique needs to recommend the best life insurance options, from affordable term life insurance for temporary coverage (perfect for mortgages or education costs) to whole life insurance with lifelong protection and cash value growth. Flexible universal life insurance adapts to your changing needs, while variable life insurance blends death benefits with investment potential.
Our seasoned insurance agents bring expertise and a reputable insurance agency committed to your priorities.
Life insurance delivers more than protection: it secures your family’s lifestyle, covers debts, funds funerals, supports business continuity, and preserves your legacy by offsetting estate taxes.
We dive deep into your financial picture—assets, income, tax considerations—to integrate long-term financial planning with features like premium flexibility, riders, and cash value growth. Ready to protect what matters most? Our tailored life insurance strategies ensure your wealth endures for generations—schedule a consultation today!
Modern Edge Capital offers a wide range of financial planning services including retirement planning, estate planning, tax strategy, alternative investments, direct indexing, net worth tracking, the ability to view your accounts with consolidated advice and reporting on held-away accounts and more. Take a look at our Wealth Managers and their specialties here.
We don’t believe in a one-size-fits all approach and neither do our Wealth Managers. Every Wealth Manager at Modern Edge Capital is different and every client gets a customized experience because of it. We take pride in matching you with a financial professional that will create the right customized plan for you. Whether you want to align your investments with your personal ethics or you want to customize your Direct Indexing portfolio, we are here to help. We also use proprietary technology to make your financial life easier with one view for all your accounts. We value our clients and your feedback and have implemented improvements for effortless performance tracking thanks to client feedback.
We can help match you to the right Wealth Manager based on your interests and the services you are looking for, just take a minute to fill out our online questionnaire and we will get started on your match. Each of our Wealth Managers customizes pricing for you, depending on your needs and complexities. Our pricing isn’t transaction-based on trade volume, which eliminates the conflict of interest of our Wealth Managers to make investment decisions to generate compensation. Modern Edge Capital and our financial professionals have a duty of care and loyalty to always serve the best interest of our clients.
Modern Edge Capital is a SEC registered investment adviser & wealth management firm providing asset management to high net worth individuals. We aim to uphold the industry’s highest standard of service and conduct when working with clients.
We work with trusted custodian Fidelity, to securely custody and protect your assets. Fidelity is registered with the SEC and is a member of both FINRA and SIPC, ensuring the highest standards of compliance and security. Fidelity adheres to the SEC’s Customer Protection Rules, safeguarding your assets against misappropriation.You may select Charles Schwab & Co., Inc. or another brokerage firm to custody your assets and effect transactions on your account. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab.
We encourage you to verify your financial professional’s background using FINRA’s BrokerCheck. The information provided here comes from sources we believe to be reliable, but it’s not intended as tax or legal advice—please consult a qualified professional for guidance tailored to your situation. This content is for general informational purposes only and not a solicitation to buy or sell securities. Securities and investment advisory services are offered through Hornor, Townsend & Kent, LLC (HTK), a Registered Investment Advisor and member of FINRA/SIPC, located at 600 Dresher Rd., Horsham, PA 19044 (800-873-7637, www.htk.com). HTK, a wholly-owned subsidiary of The Penn Mutual Life Insurance Company, is unaffiliated with 1847 Financial and other entities listed. Opinions expressed are those of Modern Edge Capital and may not reflect HTK or its affiliates, who do not provide tax or legal advice. We are licensed for insurance and securities in Pennsylvania—contact us for a full list of licensed states. This is not an offer or solicitation in states where we are not properly licensed or registered. Always seek personalized advice from a qualified advisor for your unique circumstances.
