High Growth Higher Margin Life Insurance Brokerage
Not Disclosed, TX Dallas County
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- RE: High Growth Higher Margin Life Insurance Brokerage
- Contact: Christopher Beckman
Quick Facts
| Asking Price: | $3,000,000 | |
| Annual Revenue: | $2,661,824 | |
| Net Profit: | Not Disclosed | |
| Cash Flow: | $997,826 | |
| Total Debt: | Not Disclosed | |
| FF&E: | Not Disclosed | |
| Real Estate: | Not Disclosed | |
| Year Established: | 2024 | |
| Employees: | 15 | |
| BBN Listing #: | 1003841 | |
| Broker Reference #: | 95371-387172 |
Business Overview:
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. 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.
Contact the Seller:
To request more information regarding this listing, simply check the ADD TO REQUEST INFO BASKET button (above Quick Facts) and when you are done searching and have made all your selections, simply click on the REQUEST FREE INFO button at the bottom of this page.
Reason for Selling:
Other Interests. Kindly ask the seller for more information.
Additional Details:
- The property is Leased.
- This is not homebased business opportunity.
- This is not a franchise resale opportunity
Relevant Links:
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