Rapidly Growing, Profitable and Scalable Life Insurance Brokerage
Listing Number: 95371-802931
Listing Details
Rapidly Growing, Profitable and Scalable Life Insurance Brokerage
Price: $150,000
Location: Dallas County, Texas
- Down Payment: $150,000
- Sales: $133,777
- Seller's Discretionary Earnings: $97,051
- Inventory: $0
- Furniture, Fixtures, and Equipment: $0
- Rent: $130
- Employees: 0
- Year Established: 2024
- Reason for Selling: Other Interests
For More Information About This Listing
Business Description
This is an independent life insurance agency that designs and places permanent life insurance for high-net-worth and ultra-high-net-worth individuals, families and business owners. Its work centers on wealth preservation, estate liquidity and business-planning cases, with indexed universal life as the core product. Founded three years ago as a boutique practice built on personalized service, the Company has grown primarily through client referrals and professional relationships. The Company writes business with six life carriers, is contracted with Brencrest Insurance Partners as its independent marketing organization (IMO) and is supported by a network of independent producers and an in-house team that runs finance, insurance operations and case management. Total revenue rose from $12.1K in 2025 to $111.5K for January to October 2026.
Business Highlights
• Established carrier panel: 2026 commissions received from AuguStar, Corebridge, National Life Group, Nationwide, Principal and Prudential.
• Affluent client focus: estate, wealth-transfer and business-planning cases, where face amounts and premiums are typically larger than in the mass market.
• Scalable producer network: six independent producers earned commission splits in 2026, so production can grow without fixed compensation cost.
• Experienced operating team: the Director of Finance, Director of Insurance Operations and case managers have been with the Company since founding.
• Transferable IMO contract: the Brencrest relationship gives a new owner carrier access, case support and back office infrastructure from day one.
• Asset-light, remote model: no office lease, inventory or fixed assets; premises cost is limited to a $130 per month mailing address.
Business Highlights
• Established carrier panel: 2026 commissions received from AuguStar, Corebridge, National Life Group, Nationwide, Principal and Prudential.
• Affluent client focus: estate, wealth-transfer and business-planning cases, where face amounts and premiums are typically larger than in the mass market.
• Scalable producer network: six independent producers earned commission splits in 2026, so production can grow without fixed compensation cost.
• Experienced operating team: the Director of Finance, Director of Insurance Operations and case managers have been with the Company since founding.
• Transferable IMO contract: the Brencrest relationship gives a new owner carrier access, case support and back office infrastructure from day one.
• Asset-light, remote model: no office lease, inventory or fixed assets; premises cost is limited to a $130 per month mailing address.