The offering consists of two companies, operating collectively. The first is an independent, business-to-business
(B2B) provider of financial products such as term & permanent life insurance and annuity products to independent
agents. The second company delivers affordable healthcare coverage solutions to the U.S. transportation industry.

Key Aspects

· According to ownership as of Q2 2023, life insurance portfolio of
42,900 plus policies totaling $50 billion in policy value with automatic
annual renewals
· Licensed to do business in all 50 states with exclusive access to
insurance providers, proprietary products, and key industry experts
in the market
· Long-standing affiliations with some of the largest, most reputable
insurance providers in the nation
· Talented life insurance underwriting support team with more than
50 years of experience
· Group major medical segment serves a growing
delivery/trucking/logistics market

Opportunities

· Expand product offerings to include property and casualty
insurance, workers compensation, and commercial insurance
· Expand B2B life insurance sales channels to include B2C clientele
· Cross sell life insurance products alongside group major medical
to trucking market
· Recent acquisition has increased insurance product offerings and
client base for cross-sell opportunities to high-net-worth
individuals, many of whom own businesses in other industries

Current Markets

· One company works B2B with insurance carriers and
independent insurance agents to provide term & permanent life
insurance products. The second company serves the trucking &
logistics industry with an end-customer base that includes
franchise owners of FedEx and Amazon delivery routes.

Real Estate

· Both companies operate from separate office spaces in Dallas,
Texas, both leased from unrelated third-parties. In December
2023, the companies will relocate operations into one shared
space with a lease assumable by new ownership.

Shareholder Objectives

· One owner is open to remaining with the company in a consulting
role for a negotiable period post-sale to assist with future growth.
The other owner expects to remain with the company to assist in
growing operations. Ownership is open to various deal structures
to facilitate a transaction.

Benchmark International

Benchmarks Exclusive Opportunities

Insurance Agency With A Diverse Product Offering- BN000046308

Insurance Agency With A Diverse Product Offering- BN000046308

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