ビジネスの説明

This wholesale insurance brokerage has some of the top agents in the Life Insurance business working for them.  They specialize in sophisticated financials strategies tailored for the ultra-high net worth individual using a proprietary approach to simplify complex planning for individuals and family estates.

Founded in 2024, the company has grown exponentially with top line Revenues of $2,661,821, and an SDE of $997,826 in FY FC 2025. 

This is a great opportunity for a buyer that is familiar with the Life Insurance business to own and operate a great agency with a team of brokers selling mainly IUL products and complex case design to ultra-high net worth individuals.

A Life Agent License is required to acquire, own, and operate this business.

For more information, please contact the listing broker, Chris Beckman at [email protected].  Please note, all buyer will be required to sign an NDA and complete a confidential buyer profile to screen for relevant experience and financial capability before any confidential information will be shared.