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  • RE:  High Growth, High EBITDA Wholesale Life Insurance
  • Contact:  Christopher Beckman
Owner Financing is Available!
Terms:$2,900,000.00 Interest:10.5% Term Months:120 Monthly Payment:$39,131.15

Quick Facts

Asking Price: $5,077,023
Annual Revenue: $6,568,425
Net Profit: Not Disclosed
Cash Flow: $798,840
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 2017
Employees: 12
BBN Listing #: 915758242
Broker Reference #: 95371-814732

Email or Print Listing

Business Overview:

High Growth, High EBITDA Wholesale Life Insurance GA & Brokerage This Wholesale Life Insurance Agency and Brokerage is tech driven, recruits and employees some of the top Insurance Brokers in the Industry, and is known for their Advanced Case Design and for serving High Net Worth clients. Founded in 2017, the founding Partners set out to create a Fintech Insurance Agency and Brokerage, designing a comprehensive proprietary software, which is included in the transaction. Not long after launching the owners grew to love the strong the cash flows being generated from their insurance business, and shifted their focus to growing their Insurance Book of Business. The Company is built to scale, with the technology in place to recruit as many Brokers and policy holders possible. Due to this, the Company has grown Revenues by 45%, 40%, and 79% in 2021, 2022, & TTM ending 11/30/2023 respectively. The company is licensed to sell Life Insurance, Annuity Products, and Health Insurance related products, but over 99% of their revenues come directly from Life Insurance related products. The current owners do not actively work in the business on a full-time capacity, and the Company has a solid management team in place that runs

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Property Features and Assets:

Monthly Rent: $800.00 Terms Options: Month to Month

The company started around seven years ago as a Life Insurance / Fintech business. The model of selling Life Insurance / IUL policies to High-Net-Worth clients grew year over year and has accelerated in recent years. The company handles all of the back-office work including; policy, case, customer, and carrier management, allowing their brokers to focus on customer relations and selling. Recently, the company launched a fully automated broker recruitment took, which has and will continue to contribute to future growth.

Market Competition and Expansion:

The insurance landscape is competitive. Anyone who is licensed to sell Life Insurance can do so. However, there are no direct competitors that can compete with this Company’s Brokers and their direct relationships with the clients. There are a few other wholesale life insurance agencies throughout the country, but there is little direct competition. This Company has been designed and built for growth and scalability. Which can be accomplished by utilizing the system they have built and their proprietary software to attract and add more Broker’s thru Broker education and recruitment. The more Brokers recruited to the Company, the more the Company will grow. In 2023, the Company launched a fully automated online Broker Recruitment program, which has led to three new Brokers being onboarded in 2023 alone. Lastly, with the proprietary software built out and in use by the Company, there is an opportunity for a Buyer to continue

Reason for Selling:

Other Interests.

Additional Details:

  • The property is Leased.
  • The owner is willing to train/assist the new owner.
  • This is not homebased business opportunity.
  • This is not a franchise resale opportunity

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