Sun Acquisitions Featured Listing

Successful Life Insurance Brokerage Firm

Successful Life Insurance Brokerage Firm

Location:

Midwest

Listing ID#:

3N1136

A full-service life, annuity, long term care, and disability insurance brokerage firm supporting nearly 1,000 insurance agents and financial professionals throughout the Midwest.  They have a very experienced team to help advisors find the best risk management products and solutions for their clients using more than 30 highly rated insurance companies. They work directly with advisors regarding product availability and pricing, underwriting requirements and possible outcomes, alternative planning options. Equity partners in a valuable, national brokerage distributor.

The pandemic did not negatively affect the company – 2020 was their best year ever! The company presents strong opportunities for new ownership to continue business growth into the future.

Established In

1999

Real Estate Included

Yes

Franchise

No

Inventory Included

Yes

Industry

Insurance Brokerage

Reason For Selling

Retirement

Full-Time Employees

6

Part-Time Employees

2

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Ken Kurtz

Ken Kurtz

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