ABOUT US

About Us

How We Work


Estate Preservation Agency Inc. was formed in 2001 with the goal to help seniors maintain their peace of mind with the rising costs of care. Since then, EPA has helped over 28,000 families accomplish their goals by preserving their estate.


The EPA team, led by President Ken Schroeder, take great pride in having the best training so that you can feel confident that you are working with a state licensed, certified specialist that will always put your best interest first. If you are already working with an EPA agent, please contact them to get access to their specific webpage. If you do not have an EPA agent assigned and would like to be contacted by a local agent please contact us.

Our Commitment

When you request more information, you will be promptly contacted by a state licensed, certified specialist that will be committed to the following:


  1. Prompt contact back to you to schedule a meeting in person or if preferred via phone/video conference.
  2. Explain how Medicare works in a simple, informative way so that you fully understand your options.
  3. As an EPA agent, our goal is to help you preserve your estate in all areas that may be needed. We are here for as much or as little as your situation requires.
  4. Our commitment is that anything an EPA agent recommends to you must be in the best interest of you and your family. We represent multiple companies; therefore, we can do the shopping for you and help simplify the process.


Click here to request an EPA Agent to contact you

CONTACT US

MEET OUR TEAM

EPA President, Ken Schroeder started his career in the senior market over 36 years ago. He has put his vast experience to work by training the EPA management team to be able to help you with all your retirement and Medicare concerns. The management team then can teach agents in their offices to help others as well. That way you can be confident that every manager and agent at EPA has had the best training possible from over 3 decades of experience.

FAMILY OF COMPANIES

Estate Preservation Agency Inc., has 3 subsidiaries. The first company is designed to help people who need complete financial planning or those who need guidance with securities and that company is called Estate Performance Advisors. The second is a company called Pension-Max and is designed to help people who are dealing with pension options and looking for guidance on how to maximize their pension. The third company is on our sales side. Golden Age Marketing helps brokers around the country find the best companies and products to offer to their clients. All three companies are listed below and you can access those websites if interested. If you are interested in a sales career at Estate Preservation Agency please learn more about becoming an agent at www.epacareer.com.

ESTATE PERFORMANC E ADVISORS

Estate Preservation Advisors is a team designed to be able to provide complete financial planning in order to help build, grow, preserve and manage estates for individuals and their families.ļ»æ

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PENSION-MAX

Many corporations have started to cut back on pensions and therefore EPA founded Pension-Max to specialize in helping individuals to explore the different strategies that are available to them before they retire. Many people are not aware that they have other options when it comes time to elect their pension choice. 

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GOLDEN AGE MARKETING

Golden Age Marketing, Inc. is a senior market Managing General Agent and Field Marketing Organization. Representing top-rated insurance carriers nationwide. Golden Age Marketing provides an unparalleled system which offers top commissions, case design, and sales support to agents and brokers for health, annuity, life, post hospital care and other insurance related products. Our experienced staff prides itself in product knowledge and sales strategies.

LEARN MORE

ESTATE PERFORMANCE ADVISORS

Estate Preservation Advisors is a team designed to be able to provide complete financial planning in order to help build, grow, preserve and manage estates for individuals and their families.

LEARN MORE

PENSION-MAX

Many corporations have started to cut back on pensions and therefore EPA founded Pension-Max to specialize in helping individuals to explore the different strategies that are available to them before they retire. Many people are not aware that they have other options when it comes time to elect their pension choice. 

LEARN MORE

GOLDEN AGE MARKETING

Golden Age Marketing, Inc. is a senior market Managing General Agent and Field Marketing Organization. Representing top-rated insurance carriers nationwide. Golden Age Marketing provides an unparalleled system which offers top commissions, case design, and sales support to agents and brokers for health, annuity, life, post hospital care and other insurance related products. Our experienced staff prides itself in product knowledge and sales strategies.

LEARN MORE
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