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2026-03-14
2026-03-14
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High-Growth Life Insurance Brokerage with Specialized Financial Strategies

Financial Services
Dallas County, TX
Asking Price:
$3,000,000.00
The total price the seller is asking for the business.
Listing Image

Business Overview

Launched in 2024, this life insurance brokerage delivers specialized financial solutions tailored to ultra-high net worth clients, focusing on complex estate and financial planning. The firm employs top-tier agents renowned for designing sophisticated insurance products, emphasizing indexed universal life insurance (IUL) and other intricate case structures. Positioned within a competitive financial services market, this business benefits from a proprietary methodology that simplifies complex planning for wealthy individuals and families. Operating in a vibrant regional economy noted for strong GDP growth, the brokerage is supported by a leased facility with favorable terms through 2030. Prospective owners are required to hold a life agent license, underscoring the professional nature of this enterprise. The business’s accelerated growth trajectory and nearly $3 million in projected revenue for fiscal year 2025 demonstrate its market traction and potential for scalability under knowledgeable management.

Facilities & Infrastructure

  • Leased office space with lease expiring January 2030
  • Established operational systems supporting top insurance agents

Property Highlights

  • Access to a skilled team specializing in complex financial insurance products
  • Proprietary approach enabling efficient complex estate and financial planning

Key Business Facts

Cash Flow
$997,826
Net profit before taxes + owner’s salary + interest + depreciation. Shows total money available.
Gross Revenue
$2,661,824.00
Total annual business income before deducting expenses
EBITDA
N/A
Earnings before interest, taxes, depreciation, and amortization.
FF&E
N/A
Furniture, fixtures, and equipment included in the sale (e.g., desks, kitchenware, machinery).
Year Established 2024
Employees N/A
Inventory
N/A
Value of unsold products, materials, or merchandise. If blank, the seller didn’t provide it.
Rent
$100.00 per Month
Figures presented are seller-provided or estimates and are not audited. Buyer to verify all information during diligence.

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Market Insights

Demographics (County)

Population Growth (5y) -0.12%
U.S. Avg. +4.1%
Median Household Income $74,149
U.S. Avg. $74,600
Median Age 34.00
U.S. Avg. 38.9
Bachelor’s Degree+ 34.85%
U.S. Avg. 38%

Economy

State GDP $2,137,536M
U.S. Avg. $28.8T
GDP YoY 8.22%
U.S. Avg. +2.4%
Unemployment 4.00%
U.S. Avg. 3.9%

Crime & Safety

Violent Crime / 100k 412
U.S. Avg. 380
Property Crime / 100k 2251
U.S. Avg. 1950
Note No safety note available
U.S. Census Bureau, U.S. Bureau of Economic Analysis, U.S. Bureau of Labor Statistics, FBI Crime Data Explorer.

Growth & Expansion

  • Leverage strong revenue growth to expand client base in ultra-high net worth segment
  • Potential to introduce additional insurance products and financial planning services

Operation & Support

  • Comprehensive four-week training program included for ownership transition
  • Business requires appropriate life agent licensing for ownership and operation
  • Owner involvement details suggest focus on management and oversight
  • Leased facility provides cost stability with low monthly rent
  • Ownership change motivated by refocusing professional priorities

Lifestyle Fit

  • Ideal for experienced life insurance professionals or investors with industry knowledge
  • Moderate management involvement estimated, suitable for owners with balanced commitment
  • Owners can focus on strategic growth and client relationship management
  • Business systems allow for streamlined operations, supporting semi-remote oversight
  • Attractive for buyers seeking to enter or expand within the high-net-worth insurance market

Process & Next Steps

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Information deemed reliable but not guaranteed. Buyer to verify all information during due diligence.

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