Edward H. Margolis
CEO and President
Local: (610) 971-1080
Toll Free: (800) 433-1828 ext. 223
Ed’s professional career spans more than 40 years in the insurance and financial services industry. He is considered a forerunner, an innovator and a respected leader in the 403(b) marketplace. Recently, the National Tax Sheltered Account Association (NTSAA) recognized Ed’s contributions to the association and to
403(b) and 457 markets by awarding him with the 2013 Bob Schiller Meritorious Service Award. Ed is one of the founders and a past president of NTSAA, America’s premier professional association serving the 403(b) marketplace.
In 1972, Ed and Larry Kades, his former partner, founded Kades-Margolis Corporation. They began working with educators and school employees to offer retirement savings and insurance products. One of their major goals was to earn the Pennsylvania State Education Association’s (PSEA) endorsement for 403(b) tax-deferred annuity programs. They met with many officials and members throughout the state and shared their vision and the Kades-Margolis’ story. Their hard work paid off. In 1974, PSEA endorsed Kades-Margolis Corporation as the exclusive marketer of tax-deferred annuities for its members.
Through the years, Kades-Margolis Corporation has continued to earn this exclusive endorsement by offering quality products and outstanding services to more than 30,000 clients and PSEA members. In 1980, Kades-Margolis Corporation earned the Delaware State Education Association (DSEA) endorsement. The Pennsylvania Association of Elementary School Principals (PAESSP) also has endorsed the firm.
Today, Kades-Margolis Corporation it is one of the leading financial services and retirement planning organizations in the country. It serves clients in Pennsylvania, New Jersey and Delaware.
Ed is professionally licensed in the sale of mutual funds and variable annuities. He is also separately insurance-licensed for life, health and accident.
Ed is a graduate of Coatesville Area High School. In 1962, he graduated from the University of Pennsylvania.
He is a trustee of his synagogue, Beth Israel Congregation of Chester County, Pennsylvania. He lives with his wife and daughter in Villanova, Pennsylvania.