Together we climb
MEANINGFUL CO-VENTURES
The Network of Networks
Today’s high-net-worth clients require… more.
The Ridgeback Group can help with that.
We’ve leaned on a century’s worth of distribution experience to fundamentally change the distribution experience.
We call it the Network of Networks.
As a member of The Ridgeback Group, your firm would be integrated directly into a constellation of like-minded partners, providing you with access to meaningful co-ventures, enhanced financial terms, and opportunities to commercialize your expertise.
Whatever your clients require, you’ll be able to support them. And whatever your business needs, we’ll be able to help you build.
FIRM-FOCUSED TECHNOLOGY
We live at the intersection of distribution and technology
At The Ridgeback Group we’ve created (and are constantly improving) a proprietary platform designed at the firm level. An end-to-end tech evolution that integrates and enhances all of the systems that are essential to your everyday business.
Welcome to Base Camp. Take a look around. Your work-life is about to get a whole lot easier.
Base Camp is personalized for every producer on the platform. Use it to track up-to-the-minute commissions, take advantage of built-in reporting capabilities, and even determine deposit frequencies that align with your own books and records.
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Use our natural AI program, Compass, to quickly gather and review industry information, including product competitiveness, carrier financial durability, and more. You can even use it to predict the potential underwriting outcome of a given case or the products available for a particular design objective.
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Connect and collaborate in real time with our team using HIPAA-compliant and secure messaging software.
Receive daily updates on your in-force business, and be alerted to important policy milestones including conversions, anniversaries, missed premiums, and servicing opportunities.
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Our smart Resource Center will automatically curate the content that’s most relevant to you and your clients.
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Generate illustrations and begin applications the way it should be – as a single, integrated workflow. No more redundant data entry or wasted time.
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COMPLEX ILLUSTRATION ANALYSIS
A smart and sophisticated tool for smart and sophisticated advisors
Illumine™ is a trailblazing life insurance analysis tool that uses precision product emulation and proprietary stochastic modeling to measure the likelihood of a policy’s success (in force or prospective).
It’s kind of like your own personal crystal ball. And you can only get it at Ridgeback.
Armed with the insights from Illumine™, you’ll be able to have healthy, honest, and proactive conversations with your clients—helping them ask better questions and empowering you to provide better answers.
Go under the hood with the creators of Illumine™“Illumine™ gives my firm the ability to analyze our book and objectively assess how we and the carriers are doing in delivering on our promises to clients and advisors.”
Founder & CEO, FBO Strategies
Founding Firm of The Ridgeback Group
FAVORABLE PRICING
An approach to pricing that favors you
Our compensation philosophy is simple: All firms pay a modest operating cost, and you’re only ever charged for the resources you need. (See? Simple.)
We don’t believe in a gridded system or annual resets or making you play games. We’d rather provide you with big services for a small fee than the other way around.
Transparent. Flexible. Fair.
DEEP CARRIER RELATIONSHIPS
Nobody reaches the mountaintop alone
At the end of the day, this is a relationship business—with the right strategic partners, there’s no telling how far you can go and how high you can climb.
That’s why we’ve focused on creating deep ties with a core group of carriers who are firm-first and hungry to help grow your business. Think top payout terms and direct access to key executives.
You can work with the same carriers and get the same results. Or you can align with the partners who are going in the same direction as you: Up.
“The Ridgeback Group is a special team with a passion for this business and a clear vision of what they want to accomplish on behalf of and alongside their partners and clients.”
Chairman, CEO & President, National Life Group
TRUE OWNERSHIP
Own what you grow and share in true partnership
The Ridgeback Group doesn’t answer to venture capitalists or private equity investors.
Instead, we are majority-owned and controlled by our member firms.
This unique structure allows us to avoid unwanted change and instead focus on what’s most important: Growing your firm.
Learn how to become a Founding Firm“The team at Ridgeback have helped build successful companies before and I trust them to do it again. This time with the best interest of us [firms] as the priority.”
CEO, Impact Wealth
Founding Firm of The Ridgeback Group
REJECT THE STATUS QUO
We don’t want every firm, we want the right firms
If you’re a trendsetter, a change agent, an expedition leader, this might be the group for you.
We cater to firms that want to swim against the sea of sameness and principals who put their client’s needs above all else, even top-line revenue.
Those with the conviction and constitution to scale the mountain with us won’t just be rewarded with a better view, but also real and meaningful gains.
Start your climb
Nothing makes our Head of Firm Experience, Crystal Quicano, happier than helping our partners reach new heights
Brian Bristow, Head of Wealth Management, addressing the troops at a recent producer event
Peace, love and Ridgeback. A candid moment with Co-Founder Dan Murphy and Chair Brian Murphy
Ridgeback COO Eric Eklund, Esq. talking advanced concepts with our partners
EXPERT SUPPORT
Products get copied. Services get copied. But one thing you cannot copy is people.
The Ridgeback Group is a team unlike any other. Fearless, ego-free, and experienced in all corners of the industry and beyond.
We have systems architects. And underwriting legends. And actuary wizards. And designers who’ve worked for the biggest brands in the world. And, yes, probably the only person in the country who has run both a broker-dealer and a life insurance company. (Just to name a few.)
Diverse in every area but one: We’re all here to serve your firm and the families, organizations, and charities you’ve made a promise to protect.
Four time US Olympian Chaunte Lowe giving the keynote at our Trailheads | NYC 2024 event
What it looks like in the audience when you provide a worthwhile meeting
Illumine Co-Founder Brendan Costello taking some QA from Ridgeback firms
MEETINGS THAT MATTER
When we gather, it’s with a purpose
Rather than use our meetings as giant commercials or an excuse to play golf, we focus on providing actionable, informative, and inspiring content that serves you.
Our agendas are built around your needs. Access real knowledge and form transformative connections that make you a better executive, entrepreneur, producer, and person.
“Ridgeback put on the best meeting I’ve ever been to in this industry.”
CEO, The Mid-Continent Companies
Founding Firm of The Ridgeback Group
LONG-TERM COMMITMENT
100
years.
firms.
The Ridgeback Group was created to serve the 100 best, brightest, and most ambitious firms.
Keeping our group selective and strategically small allows us to spend less energy on rabid recruiting and more time on you.
You have our undivided attention. We want to get into the weeds with you and your team and build something special. Something that will be around for the next 100 years.