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High Growth Higher Margin Life Insurance Brokerage For Sale
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High Growth Higher Margin Life Insurance Brokerage For Sale
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 cbeckman@tworld.com. 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.
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 cbeckman@tworld.com. 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.
About the Business
- Years in Operation
- 2
- Employees
- 15 Full-time
Real Estate
- Owned or Leased
- Leased
- Rent
- $100.00 per month
- Lease Expiration
- 1/31/2030
About the Sale
- Seller Motivation
- Other Interests
- Transition Support
- 4 Weeks
Listing Info
- ID
- 2455561
- Listing Views
- 117
Listing ID: 2455561 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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