Specialty Insurance Finance Firm in US For Sale

This listing is for a specialty insurance finance firm that facilitates financed life insurance policies. The firm derives revenue from origination and servicing fees. Key aspects include insight into insurance carrier products, specialization in middle-market insurance case designs, and an effective case modeling program. Opportunities exist to grow the debt provider base, expand to new insurance case designs, and leverage cross-sell opportunities. The company is solely owned and the shareholder is seeking retirement.