Empowering advisors to grow and thrive.
EverVest is an independent IMO headquartered in Eden Prairie, Minnesota. Founded in 2016 by Matthew Holmbeck, EverVest gives independent financial professionals and insurance advisors access to 70+ carriers for annuities, life insurance, and asset-based long-term care, plus marketing money, case design, and sales support. EverVest is independently owned and is not owned by any insurance carrier, private equity firm, or aggregator.
A partnership built around your success.
We combine industry experience, responsive service, and access to leading insurance solutions to help advisors confidently serve their clients and grow their business.
Our Story
Founded in 2016 by Matthew Holmbeck, EverVest is still independently owned today. No carrier, private equity firm, or aggregator owns us, so our recommendations aren’t steered toward anyone’s products, and more of the compensation stays with our advisors.
We are a full-service IMO specializing in annuity, life, and asset-based long-term care products, bringing together a team of seasoned professionals who share a passion for helping advisors and their clients succeed.
At EverVest, we pride ourselves on responsive and courteous service and lasting relationships within the IMO community. Our personalized approach and deep industry knowledge help advisors find solutions tailored to their clients’ unique needs.
For us, it’s about more than providing products. It’s about helping advisors grow and succeed with confidence.
Experienced leadership. Advisor-first mindset.
EverVest is led by professionals who understand the insurance industry and believe strong relationships are the foundation of long-term success.
Matthew Holmbeck
Matthew has been at the forefront of the financial services industry since beginning his career as a consultant in 2003. Over the years, he has built a reputation for empowering advisors to reach new levels of growth and success.
As President of EverVest, Matthew combines deep industry insight with a commitment to innovation, meaningful partnerships, and helping advisors navigate today’s financial landscape with confidence.
Lisa Yearby
Lisa serves as Vice President of Operations for EverVest and has worked in the industry since 2013. With a strong background in operations management and extensive knowledge of the IMO landscape, she plays a pivotal role in streamlining processes, optimizing workflows, and ensuring the smooth execution of day-to-day operations.
Through her dedication to operational excellence, Lisa is committed to navigating complex challenges and delivering results that support the long-term success of EverVest and the advisors we serve.
Committed to Your Success
“You can’t go wrong bringing them your business. A+ work.”
Frequently asked questions
Quick answers for advisors looking at EverVest as their IMO.
What is EverVest?
EverVest is an independent insurance marketing organization (IMO) headquartered in Eden Prairie, Minnesota. Founded in 2016 by Matthew Holmbeck, EverVest supports independent financial professionals and insurance advisors with access to 70+ carriers for annuities, life insurance, and asset-based long-term care.
What is an IMO, and is it the same as an FMO?
An IMO (independent marketing organization) sits between insurance carriers and independent advisors. It gives advisors access to carriers and products, plus support like marketing, case design, and sales help. FMO (field marketing organization) is another common name for the same type of organization.
Is EverVest owned by an insurance carrier or aggregator?
No. EverVest has been independently owned since it was founded in 2016. No insurance carrier, private equity firm, or aggregator owns EverVest, so our recommendations aren’t steered toward anyone’s products, and more of the compensation stays with our advisors.
What products does EverVest support?
EverVest focuses on annuities, life insurance, and asset-based long-term care. EverVest does not offer Medicare products.
How many carriers can I access through EverVest?
EverVest advisors have access to 70+ insurance carriers across annuities, life insurance, and asset-based long-term care.
What support do advisors get from EverVest?
EverVest advisors get marketing money, case design, and sales support, along with responsive, relationship-first service from an experienced team.
Where is EverVest located, and who does it work with?
EverVest is headquartered at 6500 City West Parkway, Suite 101, Eden Prairie, MN 55344, and works with independent advisors across the country.
How do I start working with EverVest?
Reach out through our Get Started page and a member of the EverVest team will contact you to talk through your business and goals.
Ready to work with an IMO that’s invested in your success?
Discover the service, expertise, and resources independent advisors receive when they partner with EverVest.