Independent Insurance Agency Driven by Diverse Financial Products

The company is an independent, business-to-business (B2B) provider of financial products, which include term & permanent life insurance and annuity products to independent agents.

Key Aspects

• According to ownership as of Q2 2023, life insurance portfolio of 42,900 plus policies totaling $50 billion in policy value with automatic annual renewals
• Licensed to do business in all 50 states with exclusive access to insurance providers, proprietary products, and key industry experts in the market
• Long-standing affiliations with some of the largest, most reputable insurance providers in the nation
• Talented life insurance underwriting support team with more than 50 years of experience

Opportunities

• Expand product offerings to include property and casualty insurance, workers compensation, and commercial insurance
• Expand B2B life insurance sales channels to include B2C clientele
• Recent acquisition has increased insurance product offerings and client base for cross-sell opportunities to high-net-worth individuals, many of whom own businesses in other industries

Headquartered

• North Texas

Current Markets

• The company works B2B with insurance carriers and independent insurance agents to provide term & permanent life insurance products. 

Real Estate

• The company operates from an office space in North Texas, which is leased from an unrelated third party.