Your Trusted Partner In
Financial Empowerment
Comprehensive financial solutions for individuals, families, and businesses. We're dedicated to making your financial success our top priority.
No cost · No obligation · Completely confidential
Tailored Financial Services
Built Around You
We provide a full suite of financial solutions designed to protect, grow, and preserve your wealth at every stage of life.
Financial Planning
Strategic financial roadmaps designed to help you achieve your short and long-term goals with clarity and confidence.
Learn More →Insurance Planning
Life insurance and fixed index annuity solutions that protect what matters most and provide peace of mind for your family.
Learn More →Retirement Planning
Build a retirement strategy that ensures financial security and the freedom to enjoy the lifestyle you've worked hard to achieve.
Learn More →Corporate Health Care
Group health care solutions for businesses that attract top talent while managing costs and supporting employee wellbeing.
Learn More →Infinite Banking
Use whole life insurance as a personal banking system to build tax-advantaged wealth and maintain control of your finances.
Learn More →Business Owner Solutions
Buy-sell agreement funding, key person insurance, and succession planning to protect your business and your partners.
Learn More →Financial Solutions for
Every Stage of Life
Whether you're an individual building wealth, a business owner protecting your company, or a family planning for the future — we're here for you.
Individuals & Families
Personalized financial planning that grows with you — from wealth building and protection to legacy planning for generations to come.
Business Owners
Protect your business with buy-sell agreements, succession planning, and key person solutions that keep your company running no matter what.
Athletes & Entertainers
Specialized financial strategies for high-income earners navigating unique wealth management challenges and career transitions.
Companies & Organizations
Corporate benefit solutions, group health care, and organizational financial planning that positions your business for long-term success.
In the Business
of Your Success
We are dedicated to providing comprehensive financial education and insurance-based solutions, specializing in life insurance and fixed index annuity strategies.
Licensed professionals committed to your financial empowerment and long-term security.
Tailored strategies built around your unique goals, timeline, and risk tolerance.
Transparent communication — we explain every option clearly so you can make confident decisions.
Serving the Dallas/Fort Worth area and clients nationally from our Grand Prairie, TX headquarters.
Privacy Policy
Effective as of May 06, 2023 · Edward Carlisle & Co.
Protecting your private information is our priority. This Statement of Privacy applies to edwardcarlisle.com and Edward Carlisle & Co. and governs data collection and usage. By using the Edward Carlisle & Co. website, you consent to the data practices described in this statement.
Collection of Your Personal Information
In order to better provide you with products and services offered, Edward Carlisle & Co. may collect personally identifiable information, such as your: First and Last Name, Mailing Address, E-mail Address, Phone Number, Employer, Job Title, and Personal and Business Financial and Asset criteria.
We do not collect any personal information about you unless you voluntarily provide it to us.
SMS/Text Message Communications
If you provide your phone number and opt in to receive text messages, Edward Carlisle & Co. may send you SMS messages related to your inquiry, appointments, and services. You understand that: message frequency may vary; message and data rates may apply; you can reply STOP at any time to opt out; you can reply HELP for assistance. Your consent to receive SMS messages is not a condition of any purchase. Edward Carlisle & Co. does not sell or share your phone number with third parties for marketing purposes.
Use of Your Personal Information
Edward Carlisle & Co. collects and uses your personal information to operate and deliver the services you have requested. We may also use your personally identifiable information to inform you of other products or services available from Edward Carlisle & Co. and its affiliates.
Sharing Information with Third Parties
Edward Carlisle & Co. does not sell, rent or lease its customer lists to third parties. We may share data with trusted partners to help perform statistical analysis, send email or postal mail, provide customer support, or arrange for deliveries. All such third parties are prohibited from using your personal information except to provide these services.
Security of Your Personal Information
Edward Carlisle & Co. secures your personal information from unauthorized access, use, or disclosure using SSL Protocol. When personal information is transmitted to other websites, it is protected through encryption.
Right to Deletion
Subject to certain exceptions, on receipt of a verifiable request from you, we will delete your personal information from our records and direct any service providers to delete your personal information from their records.
Children Under Thirteen
Edward Carlisle & Co. does not knowingly collect personally identifiable information from children under the age of thirteen.
Contact Information
Edward Carlisle & Co. · 2305 W. Interstate 20 Suite 140-522, Grand Prairie, Texas 75052 · (469) 484-6535 · [email protected]
Terms & Conditions
Effective as of May 06, 2023 · Edward Carlisle & Co.
Welcome to edwardcarlisle.com. By using this website, you agree to all terms, conditions, and notices contained herein. edwardcarlisle.com is a Financial Services Site. Edward Carlisle & Co. provides financial education and insurance-based retirement planning services, specializing in life insurance and fixed index annuity solutions.
SMS Communications and Consent
By providing your phone number and submitting your information through this website, you consent to receive text messages from Edward Carlisle & Co. regarding your inquiry, appointments, and related services. You understand that: message frequency may vary; message and data rates may apply; you can reply STOP at any time to opt out; you can reply HELP for assistance. SMS communications will only be used for informational and service-related purposes. Consent to receive text messages is not required as a condition of purchase. Mobile carriers are not responsible for delayed or undelivered messages. Edward Carlisle & Co. does not share or sell phone numbers to third parties for marketing purposes.
Electronic Communications
Visiting edwardcarlisle.com or sending emails to Edward Carlisle & Co. constitutes electronic communications. You consent to receive electronic communications and agree that all agreements, notices, disclosures and other communications we provide electronically satisfy any legal requirement that such communications be in writing.
Privacy
Your use of edwardcarlisle.com is subject to Edward Carlisle & Co.'s Privacy Policy, which governs the Site and informs users of our data collection practices.
No Unlawful or Prohibited Use
You are granted a non-exclusive, non-transferable, revocable license to access and use edwardcarlisle.com strictly in accordance with these terms of use. You may not use the Site for any purpose that is unlawful or prohibited by these Terms.
Children Under Thirteen
Edward Carlisle & Co. does not knowingly collect, either online or offline, personal information from persons under the age of thirteen. If you are under 18, you may use edwardcarlisle.com only with permission of a parent or guardian.
Governing Law
This agreement is governed by the laws of the State of Texas. You consent to the exclusive jurisdiction and venue of courts in Texas in all disputes arising out of or relating to the use of the Site.
Arbitration
Any dispute arising out of or concerning these Terms and Conditions shall be resolved by final and binding arbitration pursuant to the Federal Arbitration Act, administered by the American Arbitration Association. The arbitrator's award shall be final, and judgment may be entered upon it in any court having jurisdiction.
Liability Disclaimer
THE INFORMATION AND SERVICES ON THIS SITE ARE PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, EDWARD CARLISLE & COMPANY AND/OR ITS SUPPLIERS DISCLAIM ALL WARRANTIES AND CONDITIONS WITH REGARD TO THIS INFORMATION AND SERVICES.
Contact Us
Edward Carlisle & Co. · 2305 W. Interstate 20 Suite 140-522, Grand Prairie, Texas 75052 · (469) 484-6535 · [email protected]