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Dallas County, Texas
High Growth Higher Margin Life Insurance Brokerage For Sale
Asking Price
$3,000,000
Revenue
Call/Email
Down
$600,000
Cash Flow
Call/Email
Name: Christopher Beckman
Name
Christopher Beckman
Description
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.
The biggest growth opportunities are to recruit and on board more agents in more states, education seminars, and attending conferences.
https://tworld.com/locations/Texas/irvinelongbeach/listings/High-Growth-Higher-Margin-Life-Insurance-Brokerage-For-Sale
Business Details
Year Established:
2024
Employees:
15
Reason for sale:
Other Interests
Lease & Tenant Information
Lease Expiration:
01/31/2030
Lease Options:
$100
Other Information
Listing Number:
95371-387172
Sales:
$2,661,824
Seller's Discretionary Earnings:
$997,826
Posting Information
Posting ID:
ID tw:87822 / Listing Number 95371-387172
Business Category:
Insurance
Keywords:
Transworld
Send NDA Request
Please complete the form below to request the NDA for this listing. The broker will review your request and send the NDA for you to sign.
Posting Title
High Growth Higher Margin Life Insurance Brokerage For Sale
Posting ID
#*4f25b71bf80b1ae3c9631c81a097d24c*87822
Full Name (Required)
Email (Required)
Phone (Required)
NDA Signed Successfully!
Your NDA has been signed and submitted. The broker will review and countersign it. Once complete, you will receive access to confidential business details.
Agent, Broker or Seller Contact
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