Help others buy, grow, and sell businesses. Own your own Transworld franchise! Learn More
Transworld Logo

High Growth Higher Margin Life Insurance Brokerage For Sale

Listing Number: 95371-387172

Back to Listings

Listing Details

High Growth Higher Margin Life Insurance Brokerage For Sale
Price: $3,000,000
Location: Dallas County, Texas
  • Down Payment: $600,000
  • Sales: $2,661,824
  • Seller's Discretionary Earnings: $997,826
  • Inventory: $0
  • Furniture, Fixtures, and Equipment: $0
  • Rent: $100
  • Employees: 15
  • Year Established: 2024
  • Reason for Selling: Other Interests

Interested in learning more about this business?

Fill out the form below to gain access to additional information.

Privacy Policy

We are committed to safeguarding the privacy of our website visitors and service users. By checking the opt-in box, you agree to Transworld Business Advisors' Privacy Policy and allow business use of your provided data. Message and Data Rates may apply. Message frequency may vary. You can STOP messaging by sending STOP and get more help by sending HELP. Our full privacy policy can be found here: www.tworld.com/trust

Business Listed By
Christopher Beckman
(714) 824-4492 [email protected]
License # DRE 02090071
View My Listings
President's Club

Business Description

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 [email protected].  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.