Pro Client Guide

Edward "Eddie" Schott

Eddie

Background and Expertise

With over 25 years as a successful business owner and a focused transition into financial services, Eddie Schott brings a wealth of real-world experience to his role as a licensed life and health insurance agent. His entrepreneurial background provides unique insights into the challenges and opportunities that families and business owners face in securing their financial futures.

Eddie’s journey into financial services was driven by a deep understanding of the importance of financial security, gained through years of building and managing his own successful enterprises. As an instructor with Adult Financial Education Services (AFES), he combines his practical experience with a passion for education, helping clients understand and navigate complex financial decisions.

Professional Achievements

  • Licensed Life and Health Insurance Agent
  • Certified Instructor with Adult Financial Education Services (AFES)
  • Over 25 years of successful business ownership experience
  • Active board member for nonprofit organization
  • Serving deacon at Smyrna Church of Christ

Specialties

  • Family Financial Security Planning
  • Business Succession Strategies
  • Retirement Income Planning
  • Life Insurance Solutions
  • Health Insurance Optimization
  • Legacy Planning

Philosophy and Approach

Eddie’s approach to financial services is built on the foundation of trust, transparency, and long-term relationship building. Drawing from his extensive business experience, he understands that each client’s situation is unique and requires personalized attention and solutions.

Core principles include:

  • Providing secure and reliable financial solutions
  • Building lasting relationships with clients
  • Educating and empowering individuals and families
  • Delivering practical, results-driven strategies
  • Maintaining the highest standards of integrity

Current Focus

Eddie’s primary focus areas include:

  • Helping families create comprehensive financial security plans
  • Assisting business owners in protecting their enterprises
  • Developing sustainable retirement strategies
  • Creating lasting legacies for future generations

Unique Perspective

Eddie’s combination of entrepreneurial success and financial services expertise offers clients a distinctive advantage. Understanding both the personal and business aspects of financial planning allows him to provide comprehensive guidance that considers all aspects of a client’s financial life.

Personal Life

Based in Murfreesboro, Tennessee, Eddie enjoys a rich family life with his wife and stays closely connected to his two adult sons and their families. His commitment to community service is demonstrated through his role as a deacon at the Smyrna Church of Christ and his dedicated service on a nonprofit organization’s board.

This balance of professional expertise, community involvement, and family values shapes Eddie’s approach to helping clients achieve their financial goals while building lasting relationships based on trust and mutual respect.

10am-6:30pm ET (M-F)

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The Best…

Barry is hands down the best advisor in whole life insurance and provides unbiased advice for whole life insurance policies for Cash Value life insurance for IBC or infinite banking. Heโ€™s equally intelligible about creating a trust to protect your family and legacy. Heโ€™s someone that genuinely cares about protecting my familyโ€™s future and legacy and someone I would call a genuine friend. I will definitely be working with him again in the future as my needs continue to grow.

Trust Pilot
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The Best!!!

Barry and his team are not only very knowledgeable, they are also attentive, responsive and very transparent in their dealings. Iโ€™m very satisfied with their communication, professionalism and overall service provided.

Trust Pilot
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Barry is simply the bestโ€ฆ

Barry is one of the best insurance agents by far. He is so professional and very knowledgeable โ€“ an expert. Barry has helped me and my husband with all our insurance needs. I trust him and he truly has become a part of my family and would definitely recommend him to anyone. Keep up the great work.

Trust Pilot
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Barry and his team are fantastic!

Barry and his team are fantastic. Barry is incredibly knowledgeable in all things insurance, and walked me through the process step by step and was very patient. Would highly recommend!!

Trust Pilot
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Perfect for business owners

Barry has expertise needed for business owners and found the best solutions for my situation. Professional and efficient.
– Jerry M

Trust Pilot

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Money Secrets of the Wealthy
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