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Mktg & Presentation Software for Insurance Agents & Fin. Advisors


Mktg & Presentation Software for  Insurance Agents & Fin. Advisors
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Asking Price: N/A

Cash Flow: N/A

Gross Revenue: $1,300,000

EBITDA: $553,000


Inventory: N/A

Established: N/A

Mktg & Presentation Software for Insurance Agents & Fin. Advisors

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Business Description

Headquartered in Kentucky, the Company offers marketing and sales presentation software for insurance agents and other financial advisor professionals. The software and associated materials support tax-advantaged savings programs using the Indexed Universal Life Insurance product.

The product package was effectively established for one larger client in approximately 2012, and officially introduced to other clients in late 2015. Market feedback has been very positive, with revenues growing from $160,000 in 2014 to over $1,095,000 in 2018.

The suite of products is offered on a recurring subscription basis, and is website-accessed by its customers. The site enables financial advisors to create and manage a variety of customized, compliance-approved client reports that streamline the complex IUL product. Client reports are accompanied by complete marketing programs that support member advisors from the prospecting phase through the close of the sale. IUL is one of the fastest growing products in the life insurance industry, where it is used as a tax-advantaged cash value accumulation tool. A rapidly-growing number of advisors use IUL for retirement planning with their clients.

Detailed Information

* Growing Market for the Company’s Services: The main product is an illustration software for Indexed Universal Life. IUL’s emerging popularity with insurance agents and financial advisors, along with retirement savings wealth trends in general, support strong momentum for the Company's market opportunity. * Proprietary Financial Product Development: The Company occupies a very unique segment in the retirement savings industry, has hundreds of agent and carrier contacts, and understands the underlying actuarial and marketing aspects of insurance-oriented savings products. All materials and product names are copyrighted. * Track Record/Proven Product Acceptance: The Company has increased its year-over-year sales to one of the largest IMOs in the industry since inception, and now has other IMOs participating, as well as other market participants interested. There is great growth potential with expanded marketing resources.
Support & Training:
As needed
Reason for Selling:
Additional capital required to take company to the next level
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Ryan Johnson

Business Listed By:
Ryan Johnson

Generational Equity, LLC

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Sponsoring Broker:
Lisa Lippe

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