Innovative Underwriters
Acquisition in 2024
Innovative Underwriters is a brokerage agency specializing in comprehensive financial services. It partners with various insurance carriers to offer a range of products, including life insurance, disability income, and long-term care, helping individuals safeguard their financial future. The company supports financial professionals in building successful businesses that foster client confidence and trust.
American Health Plans
Acquisition in 2022
American Health Plans specializes in providing a range of health insurance products for individuals, families, and small businesses. Their offerings include medical health insurance, short-term major medical plans, fixed benefit plans, group health insurance, life insurance, and insurance renewal services.
Compass Group Insurance
Acquisition in 2022
Compass Group Insurance is a full-service insurance marketing organization that specializes in assisting seniors with their insurance options. The company provides support to insurance agents throughout the United States, offering training focused on Medicare Advantage, Medicare supplement coverage, and hospital indemnity products. By equipping agents with the necessary knowledge and resources, Compass Group Insurance helps seniors better understand and navigate their healthcare options, including Medicare products, Affordable Care Act plans, and health-sharing plans.
Heartland Financial Group
Acquisition in 2022
Heartland Financial Group is a provider of Insurance and Medicare Supplements.
Richman Insurance Agency
Acquisition in 2022
Richman Insurance Agency is a life insurance industry. Richman Insurance Agency specializes in mortgage protection, final expense, and retirement planning.
Annexus
Acquisition in 2022
Annexus is a financial services company based in Scottsdale, Arizona, specializing in retirement investment advice. The firm develops innovative retirement income products, including fixed indexed annuities and indexed universal life insurance, aimed at assisting financial institutions and professionals in enhancing their clients' retirement savings. By utilizing a gamma-efficient approach, Annexus enables its partners to provide tailored product benefits that cater to the needs of individuals seeking to secure their financial future. The company has established strategic partnerships with notable financial institutions, enhancing its reach and influence in the retirement planning sector.
Annuity Agents Alliance
Acquisition in 2022
Annuity Agents Alliance specializes in turn-key digital, podcast, financial software, presentation annuity and marketing lead system.
Ritter Insurance Marketing
Acquisition in 2022
Ritter Insurance Marketing operates as a field marketing organization in the senior life and health insurance markets. It facilitates connections between licensed agents and insurance carriers, offering tools such as Ritter Calendar for appointment management, Medicare Quote Engine for quoting, and various contracts for products like Medicare Advantage, Supplement, Part D, life, annuities, and final expense. The company also provides support through live assistance, lead generation, online forms, a Medicare blog, carrier appointments, lead management system, licensing support, and errors & omissions insurance coverage.
Ash Brokerage
Acquisition in 2022
Ash Brokerage is a brokerage general agency that specializes in providing a range of insurance products, including life, long-term care, disability insurance, and annuities. The company collaborates with insurance carriers to support licensed advisors, financial planners, and registered investment advisors in evaluating, placing, and servicing these financial products. By fostering strong relationships within the industry, Ash Brokerage aims to offer an innovative perspective on insurance, helping clients safeguard against future uncertainties and risks.
The Health Insurance Place
Acquisition in 2022
The Health Insurance Place is an independent marketing organization that specializes in health insurance, life insurance, and annuities. With a focus on serving seniors, individuals, families, and employers, the company provides tailored insurance solutions designed to meet the unique needs of its clients. It operates convenient retail walk-in centers, allowing customers to access expert guidance and support in navigating their insurance options. By emphasizing personalized service, The Health Insurance Place aims to simplify the insurance process and help clients make informed decisions regarding their coverage.
Brokers Clearing House
Acquisition in 2021
Brokers Clearing House is a leading brokerage general agency based in the Midwest. The company specializes in assisting families with obtaining life insurance, focusing on providing comprehensive financial security solutions. Their offerings include life insurance, long-term care, disability, and annuities, ensuring clients have access to essential coverage for their protection.
Stateline Senior Services
Acquisition in 2021
Stateline Senior Services is a specialized firm dedicated to addressing the insurance and investment needs of individuals who are retired or approaching retirement. The company offers a comprehensive range of services, including assistance in securing optimal Medicare coverage and wealth planning to maximize retirement benefits. Additionally, Stateline provides advisory services related to mortgages, health plans, home care, estate and trust planning, long-term care insurance, and overall retirement planning. Operating primarily in North Central Connecticut and its surrounding areas, Stateline Senior Services focuses on managing investment portfolios and helping clients preserve their assets for a secure financial future.
Modern District Financial Solutions
Acquisition in 2021
Modern District Financial Solutions is an independent brokerage firm that specializes in providing comprehensive insurance and financial services. The company focuses on retirement planning and offers a range of products including Medicare supplements, life insurance, long-term care insurance, and fixed and equity-indexed annuities. By delivering tailored financial solutions, Modern District Financial aims to assist clients in securing their financial futures and navigating the complexities of insurance and retirement planning.
Oberlin Marketing
Acquisition in 2021
Oberlin Marketing is a dedicated brokerage that specializes in supporting agents, agency owners, and clients in the life and health insurance sectors. Established in 1987, the company has built a reputation as a trusted resource by prioritizing personal relationships and maintaining a strong moral foundation in its business practices. Oberlin Marketing provides a range of services, including back-office support, training, and technology integration, all designed to enhance agent success. The firm offers a variety of insurance products, including group health, individual health, short-term medical, long-term care, and Medicare supplements, thereby empowering insurance professionals to expand their businesses effectively.
Star Benefit Associates
Acquisition in 2021
Star Benefit Associates is a rapidly expanding field marketing organization located in Indianapolis, Indiana. The company specializes in providing support to agents navigating the complexities of the senior market, emphasizing relationship-building and service. It offers a range of premium products, including Medicare supplements, Medicare advantage plans, individual and senior dental plans, group dental options, life insurance, and small group self-funded plans. By equipping agents with access to top commissions, contracts, and carriers, Star Benefit Associates enables them to effectively serve their clients while maintaining a focus on quality and comprehensive service.
Garity Advantage
Acquisition in 2021
Garity Advantage provides life insurance, health insurance, and professional services.
Theodore Group
Acquisition in 2021
Distributor of life insurance products based in Kissimmee, Florida. The company specializes in mortgage protection, final expense and advanced markets and offers training services and support to agents, enabling clients to meet their life insurance needs.
Modern Insurance Marketing
Acquisition in 2021
Modern Insurance Marketing, Inc., founded in 1981 by Ron Osborne, is an independently owned insurance agency located in Wilsonville, Oregon. The company specializes in providing a wide range of insurance and risk management solutions tailored for families, individuals, and businesses. Its offerings include health insurance, Medicare, employee benefits, life insurance, commercial insurance, worker's compensation, as well as auto and homeowners insurance. By focusing on delivering excellent products, superior service, and competitive pricing, Modern Insurance Marketing aims to help clients protect themselves from future uncertainties and risks.
Merit Insurance Services
Acquisition in 2021
Merit Insurance Services is a brokerage firm located in West Hartford, Connecticut, specializing in a range of insurance products including Medicare, long-term care, life insurance, disability insurance, annuities, and senior benefits. The company is dedicated to delivering high-quality service and education to insurance professionals, fostering a reputation for excellence in support and sales strategies. Merit Insurance Services focuses on empowering its clients with the knowledge and resources necessary to navigate the complexities of insurance, ensuring they can make informed decisions regarding their coverage and benefits.
SeniorCare Benefits
Acquisition in 2021
SeniorCare Benefits is a telesales agency specializing in assisting Medicare-eligible individuals manage their insurance needs. Founded by industry experts, the company aims to create direct relationships with customers, helping them understand and maximize their plan benefits to live healthier lives. They employ dynamic telephony solutions and data analytics to provide personalized assistance at an affordable cost.
CSG Actuarial
Acquisition in 2021
CSG Actuarial is an actuarial consulting firm that specializes in product development services for the insurance industry. The company provides online quoting tools, comprehensive reporting, and actuarial consulting to insurance agents, focusing on the life and health insurance markets. Their software offers current and future rates for quotes, enabling clients to stay competitive by facilitating market research and analysis of industry documents and market activity. This helps insurance agents and agencies navigate the dynamic senior life and health insurance marketplace effectively.
IFC National Marketing
Acquisition in 2021
IFC National Marketing is an insurance marketing organization that specializes in providing sales support for a diverse array of insurance products. The company assists independent advisors and insurance agents by offering solutions in Medicare and group health plans, life insurance, fixed annuities, final expense, critical illness, voluntary workplace benefits, and long-term care. By enabling clients to effectively market, write, and service their insurance and financial offerings, IFC National Marketing plays a crucial role in enhancing the operational capabilities of its partners in the insurance industry.
The Brokerage Resource
Acquisition in 2020
The Brokerage Resource, Inc. is an insurance marketing organization based in Apex, North Carolina, founded in 1992. It specializes in providing insurance broking services, primarily in the life and health insurance sectors. As a subsidiary of Integrity Marketing Group, LLC, the company is dedicated to supporting independent insurance agents and financial advisors in expanding their businesses. The Brokerage Resource offers an online quote engine that provides access to real-time quotes and pricing from various carriers, enabling agents to find the most suitable insurance plans for their clients.
Family First Life Southeast
Acquisition in 2020
Family First Life Southeast distributes life, annuity, final expense and mortgage insurance products from carriers such as Global Atlantic, Americo, AIG, Transamerica, Foresters Financial, John Hancock, Mutual of Omaha, Royal Neighbors of America, and Athene.
Agent Pipeline
Acquisition in 2020
Agent Pipeline, Inc. is an insurance marketing organization based in St. Albans, West Virginia, founded in 1988. As a nationally recognized and award-winning firm, it specializes in a range of Medicare-related products, including Medicare Advantage, Medicare Supplement Insurance Plans, Medicare Part D Prescription Drug Plans, and Dual Eligible Special Needs Plans. The company represents over 150 insurance providers, offering clients affordable health plan options and comprehensive support for life, health, and supplemental insurance needs. Agent Pipeline is committed to raising industry standards and aims to be the premier provider of insurance solutions on a national level.
GoldenCare USA
Acquisition in 2018
GoldenCare USA is a prominent privately held brokerage specializing in long-term care insurance, recognized for its expertise in the senior market. The company offers a range of carefully curated products from top-rated carriers, including long-term care insurance, Medicare Advantage, Medicare supplement plans, life insurance, critical care insurance, prescription drug coverage, critical illness insurance, and annuities. GoldenCare USA is dedicated to developing policies and services that address the unique needs of today’s Americans, ensuring clients receive tailored solutions that enhance their financial security and health care options.
Western Penn Marketing
Acquisition in 2018
Western Penn Marketing specializes in marketing the best in Medicare Supplement and Medicare Advantage plans throughout the United States.
We work closely with agents across the country to ensure that clients receive the most affordable and comprehensive plan to fit their needs. With the large selection of products that we have to offer, agents can rest assured that they will always have the best plans to offer anytime they meet with a client.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you.
With our knowledge and understanding of the market we will always provide you with the highest quality information, services, and products to help you reach your goals.
The Western Penn Marketing team is a close knit group who have been together for years and are a family, not co-workers. Our executive team has been here for over 10 years, and those close relationships are important to us and that is what we always strive to offer to the agents we work with as well.