Established in 2006, this highly respected independent insurance agency has evolved into a full-service Field Marketing Organization (FMO) supporting approximately 200 independent agents across the United States. With nearly 20 years of successful operation in El Paso, the agency has built a strong reputation and loyal client base through exceptional customer service, ethical business practices, grassroots marketing, and innovative outreach. All agents are appropriately licensed by the Texas Department of Insurance with General Lines- Life, Accident, Health & HMO licenses and maintain the required Medicare certifications and carrier appointments to market Medicare-related products.
The agency specializes in Medicare insurance products, which generate approximately 90% of annual revenue, with the remaining 10% derived from ACA (Affordable Care Act) plans for individuals under age 65 and supplemental health insurance products. Its client base is stable and diverse, with approximately 80% Spanish-speaking customers and 90% of clients age 65 or older.
The business is wellpositioned for continued growth throughout the El Paso and Southern New Mexico markets, supported by its recognized brand, bilingual staff, long-standing community relationships, and established referral network.
Guided by its mission, "Your Wellbeing is Our Mission," the agency has demonstrated consistent performance, resilience, and a trusted reputation for delivering personalized insurance solutions to the communities it serves.
- Asking Price:
- $2,800,000 Furniture / Fixtures included
- Sales Revenue:
- $1,392,116
- Cash Flow:
- $429,515
Property Information
- Real Estate:
-
Lease
Business Operation
- Reasons for selling:
-
Seller will retire
- Employees:
- 7
- Years established:
- 2006
Other Information
- Furniture / Fixtures value:
- $10,000 - included in the asking price
