Double E
Double E, LLC is a privately held insurance and financial advisory firm based in Mt. Pleasant, SC, serving business owners and high-net-worth individuals nationwide with employee benefits, retirement plan administration, executive compensation, and personal financial planning services via a consultative, relationship-driven model.
- Company typePrivate
- Founded2019
- HeadquartersMount Pleasant, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Double E does
Double E, LLC is a privately held insurance and financial advisory firm headquartered in Mt. Pleasant, South Carolina, with a second office in Greenville, SC. Founded and led by CEO Eric Elkins, an MDRT Top of the Table and Forum 400 member, the firm serves business owners, high-net-worth individuals, and mid-market companies ranging from 10 to over 1,000 employees across the Southeast and nationwide. The company is organized into two service lines: Business Solutions (employee benefits management, executive carve-out plans, key executive protection, business succession planning, tax efficiency planning, executive compensation, HR placement, and retirement plan administration) and Personal Solutions (estate preservation, income protection, family protection, health and long-term care, retirement income planning, holistic financial planning, education funding, and charitable gifting).
The firm generates revenue through commissions on insurance products (life, disability, health, long-term care, annuities) sold via carrier partnerships, securities and investment advisory fees routed through The Leaders Group, Inc. (a FINRA/SIPC broker-dealer), employee benefits consulting fees, and retirement plan management fees. Its technology stack consists entirely of third-party platforms (including RightCapital for client-facing financial planning via the Client Vault portal), with no proprietary software or AI/ML capabilities. Go-to-market is consultative and relationship-based: trusted advisors conduct free financial or insurance audits as a lead-generation entry point, then prescribe personalized solutions. Distribution relies on direct advisory engagement, website lead capture, broker-dealer access, and content marketing through national media placements and Eric Elkins' hosted podcasts (The 1% Podcast Show and formerly The Shrimp Tank-Charleston).
Customer engagements are long-tenured, with testimonials referencing 15-20+ year relationships across diverse industries including healthcare, automotive retail, legal services, medical devices, restaurants, real estate development, and landscaping. The team of approximately seven named professionals holds advanced credentials (JD, LLM, QKA, CPFA) and was bolstered in 2024 by the addition of an ERISA attorney on retainer, supporting compliance-heavy benefits and retirement plan work.
Double E firmographics
Firmographics- Name
- Double E
- Legal name
- Double E, LLC
- Website
- https://doubleellc.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Double E, LLC is a privately held insurance and financial advisory firm based in Mt. Pleasant, SC, serving business owners and high-net-worth individuals nationwide with employee benefits, retirement plan administration, executive compensation, and personal financial planning services via a consultative, relationship-driven model.
- Ownership category
- akta.pro rank
Double E industry classification
Industry- Product category
- Insurance and Financial Advisory Services
- NAICS
- Agencies, Brokerages, and Other Insurance Related Activities (5242), Finance and Insurance (52)
- SIC
- Insurance Agents, Brokers & Service (6411), Investment Advice (6282)
- akta.pro primary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
- akta.pro secondary industries
- Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
Keywords
Where Double E is headquartered
LocationHeadquarters
- HQ city
- Mount Pleasant
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Double E business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Insurance Products Commission: Double E earns commissions from insurance products including life insurance, disability insurance, health insurance, long-term care, and annuity products. These are sold through partnerships with insurance carriers.
- Securities and Investment Advisory: Securities are offered through The Leaders Group, Inc., a FINRA/SIPC member broker-dealer, suggesting revenue from securities transactions and advisory fees for investment products including 401(k) plans, retirement accounts, and wealth management.
- Employee Benefits Consulting: Consulting fees for managing employee benefits programs including group health, dental, vision, life, disability, HR-benefit administration systems, flexible spending accounts, and other benefit plan management and consulting services.
- Retirement Plan Management: Revenue from managing and administering retirement plans including 401(k), Profit Sharing, and Cash Balance Plans for businesses ranging from 10 to 1,000+ employees.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Free initial audit for prospective clients |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Double E product offering
Product offeringCore offering
Double E is a financial and insurance advisory firm that delivers personalized insurance, employee benefits, retirement, tax, and wealth management solutions through two divisions. Business Solutions serves companies of 10 to 1,000+ employees with group benefits, executive compensation, retirement plan administration, and succession planning. Personal Solutions serves high-net-worth individuals and families with estate planning, income protection, retirement income planning, and holistic financial planning. The firm sells insurance and annuity products through carrier partnerships, offers securities through The Leaders Group, Inc. (FINRA/SIPC), and provides retirement plan services through Match Grade Advisors.
Product overview
Double E is an insurance and financial advisory firm offering a comprehensive suite of advisory services organized into Business Solutions and Personal Solutions divisions. Business services include Employee Benefits Management & Consulting, Executive Carve Out Plans, Key Executive Protection Plans, Business Succession and Sustainability Plans, Tax Efficiency Planning, Executive/Owner Compensation & Bonus Plans, Human Resources Placement, and Employer/Employee Retirement & Retention Plans. Personal services include Estate Accumulation & Preservation Plans, Income Protection Plans, Family Protection Plans, Health & Long-Term Care Plans, Retirement Income Bucket Plans, Holistic Financial Planning, Higher Education Strategies, and Charitable Gifting Strategies. The firm also offers a complimentary Financial or Insurance Audit service and hosts The 1% Podcast Show as an educational resource. Securities are offered through The Leaders Group, Inc. (Member FINRA/SIPC), and retirement planning services are delivered in partnership with Match Grade Advisors.
Differentiator
Problem solved
Functional benefit
Brands
- The 1% Show: A Financial & Entrepreneurial podcast hosted by Eric Elkins featuring interviews with highly accomplished individuals and strategic financial and insurance advice.
- The Shrimp Tank-Charleston
Products and services
- Employee Benefits Management & Consulting Manages group employee benefits portfolios including medical, dental, disability, vision, life, HR-benefit administration systems, flexible spending accounts, and disease-management programs for businesses.
- Executive Carve Out Plans
- Key Executive Protection Plans
- Business Succession and Sustainability Plans
- Tax Efficiency Planning (Business)
- Executive / Owner Compensation & Bonus Plans
- Employer / Employee Retirement & Retention Plans
- Estate Accumulation & Preservation Plans
- Income Protection Plans
- Family Protection Plans
- Health & Long-Term Care Plans
- Retirement Income Bucket Plans
- Holistic Financial Planning
- Higher Education Strategies
- Charitable Gifting Strategies
- Free Financial or Insurance Audit
Quantifiable outcome
- Eric Elkins achieved MDRT Top of the Table status, representing top 1% of insurance and financial services professionals globally
- +1 more outcomes
Companies that use Double E
Customer profileNamed customers10 records
Segments3 records
Ideal customer profiles2 records
Double E technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Double E partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core, supporting and minor.
- The Leaders Group, Inc.coreSecurities offered through The Leaders Group, Inc., Member FINRA/SIPC, based in Summit, NJ. This is a critical distribution partnership enabling Double E to offer securities and investment products to clients. The firm operates as a separate broker-dealer providing regulatory oversight and product access.
- Match Grade AdvisorssupportingCarson Vaughn, Retirement Planning Specialist, operates through Match Grade Advisors, a separate entity. This partnership provides access to retirement planning expertise and credentialed specialists. The relationship enables specialized retirement plan design and fiduciary services.
- Lincoln Financial GroupsupportingEric Elkins was inducted into Lincoln Financial's Pinnacle Elite group and was a former member of the prestigious Lincoln Financial Advisory Council. Lincoln Financial is a Fortune 200 company providing insurance and financial planning products that Double E recommends to clients.
- Palmetto Health Foundation - Double E Charitable FundminorEric Elkins co-founded the Double E Charitable Fund at Palmetto Health Foundation, which helped establish the first and only children's inpatient pediatric and rehabilitation center in South Carolina. This is a philanthropic initiative rather than commercial partnership.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
Double E competitors and assessment
Company assessmentBroad incumbents
- Hub International: Hub International is a large global insurance brokerage offering employee benefits, retirement services, and personal financial solutions. As a broad incumbent in the same middle-market employer advisory space, it overlaps with Double E across benefits brokerage and retirement plan administration but at much greater scale and breadth.
- Lincoln Financial Group: Lincoln Financial is a Fortune 200 insurer and retirement-services company whose Pinnacle Elite group Double E's founder belongs to. It competes with Double E in life insurance, annuities, and employer-sponsored retirement plans, and is simultaneously a key carrier partner.
- Northwestern Mutual: Northwestern Mutual is a large US financial services organization providing life insurance, disability income, annuities, and investment advisory through a nationwide force of financial advisors. It is comparable to Double E in combining insurance-led product distribution with holistic financial planning for business owners and high-net-worth households.
- Acrisure: Acrisure is a large, rapidly consolidating insurance brokerage and advisory platform that includes employee benefits, retirement plan services, and wealth management for businesses and individuals. Its aggressive acquisition strategy puts it in direct competition for the same middle-market employer and HNW customer base Double E targets.
- MassMutual Financial Group: MassMutual is a major mutual life insurer and financial services firm offering life insurance, disability, annuities, retirement plans, and wealth management through a national advisor network. Its career-agent distribution model and insurance+wealth integration directly parallels Double E's hybrid insurance-and-financial-advisory approach.
- New York Life: New York Life is a major mutual life insurer and wealth manager offering life insurance, long-term care, annuities, retirement plans, and advisory services through career agents. It competes with Double E in the integrated insurance-and-retirement advisory space for business owners and affluent families.
Direct peers
- Alera Group: Alera Group is an insurance, wealth management, and HR consulting firm built by aggregating regional agencies to serve middle-market employers and high-net-worth individuals. Its mix of retirement plan advisory, employee benefits consulting, and personal wealth planning closely mirrors Double E's service stack, including succession and executive compensation support.
- OneDigital: OneDigital is one of the largest US-focused insurance, financial services, and HR consulting firms, combining employee benefits brokerage, retirement plan advisory, and wealth management for business owners and employers. It is the closest scaled analog to Double E's integrated business-owner advisory model, operating across the same employee benefits, 401(k), executive carve-out, and personal financial planning categories.
- NFP (an Aon company): NFP is a major insurance broker and advisor that combines property/casualty, employee benefits, retirement plan advisory, and individual wealth planning, with deep expertise in serving businesses and their owners. Its diversified advisory platform is highly comparable to Double E's benefits-plus-financial-planning approach, especially for the 10–1,000 employee employer segment.
Emerging players
- Financial Independence Group (FIG): Financial Independence Group is a fast-growing independent marketing organization supporting financial advisors and insurance agents with retirement, annuity, and wealth products. It is comparable as a peer distribution platform enabling insurance-integrated advisors and small brokerages to scale offerings similar to Double E.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Double E social profiles
Digital presenceDouble E financial estimates
Financial estimateRevenue estimate
Valuation estimate
Double E leadership team
Management profileNumber of profiles
Profiles7 records
Double E funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Double E M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Double E
What does Double E do?
Double E is a financial and insurance advisory firm that delivers personalized insurance, employee benefits, retirement, tax, and wealth management solutions through two divisions. Business Solutions serves companies of 10 to 1,000+ employees with group benefits, executive compensation, retirement plan administration, and succession planning. Personal Solutions serves high-net-worth individuals and families with estate planning, income protection, retirement income planning, and holistic financial planning. The firm sells insurance and annuity products through carrier partnerships, offers securities through The Leaders Group, Inc. (FINRA/SIPC), and provides retirement plan services through Match Grade Advisors.
Is Double E a public or private company?
Double E is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Double E founded?
Double E was founded in 2019. It employs 1 to 10 people.
Where is Double E based?
Double E is headquartered in Mount Pleasant, United States, in the North America region.
How does Double E make money?
Four revenue lines are on record. Insurance Products Commission is the primary driver. The others are securities and Investment Advisory, employee Benefits Consulting and retirement Plan Management.
Who are Double E's main competitors?
Broad incumbents on record are Hub International, Lincoln Financial Group, Northwestern Mutual, Acrisure, MassMutual Financial Group and New York Life. Direct peers are Alera Group, OneDigital and NFP (an Aon company). Financial Independence Group (FIG) is listed as an emerging player.
Does Double E have an API?
No public API is recorded for Double E.
What industry is Double E in?
Double E's product category is Insurance and Financial Advisory Services. Its primary akta.pro industry code is FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions), with a secondary code of FSAAACAF, Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)). Its NAICS code is 5242 and its SIC code is 6411.