The company is a full service insurance agency providing individual life insurance, personal estate planning, life settlement brokerage, benefits administration and enrollment services.

Key Aspects

Established company since 1935 with four generations of experience

Licensed to sell insurance-related products in all states except Alaska, Hawaii, and Wyoming

Established operations in Europe and the Middle East

Benefits enrollment company capable of providing benefits administration and enrollment services with a team dedicated to providing connectivity to key operating systems

Opportunities

Create and implement a more focused sales and marketing plan to increase the company’s reach

Build on existing foreign relationships and new international market opportunities

Growth potential in existing market expansion into new markets

Current Markets

Energy, oil and gas, casino, and health-care

Real Estate

The company operates from an 8,000 sq. ft. facility leased from an unrelated party. The company is moving to a 7,000 sq. ft. facility in 2021 that is owned by an affiliated entity. The company maintains a 1,681 sq. ft. satellite office in Cincinnati, OH, from an unrelated party. There is room to grow in both locations

Shareholder Objectives

One shareholder owns 100% of the company. the owner is open to different deal structures and is willing to stay on for a period of time following the sale.

Interested in this Opportunity?

Call Matt Kekelis at 615-924-8950 or email him at mkekelis@benchmarkintl.com

Benchmark International

Benchmarks Exclusive Opportunities

International Insurance and Benefits Administration BN000030148

International Insurance and Benefits Administration BN000030148

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