Gen3 Advisor Group
Insurance • 
Boardman, Ohio, United States • 11-20 Employees
Company overview
| Headquarters | 840 Southwestern Run, Youngstown, Ohio 44514, US |
| Phone number | +18443004363 |
| Website | |
| NAICS | 52 |
| SIC | 641 |
| Keywords | Premium Finance, Business Growth, Employee Benefits, Small Business, Annuities, Health Insurance, Retirement Planning, Marketing, Life Insurance, Digital Media, Long Term Care, Annuity, Medicare Part D, Medicare Supplement, Indexed Annuities, LTC, Indexed Universal Life, Fixed Indexed Annuities, Fixed Annuities |
| Founded | 2014 |
| Employees | 11-20 |
| Socials |
Key Contacts at Gen3 Advisor Group
Megan Willis
Director Of New Business
Tj Bonomo
Director Of Internal Marketing
Gen3 Advisor Group Email Formats
Gen3 Advisor Group uses 2 email formats. The most common is {first initial} (e.g., j@gen3advisor.com), used 57.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@gen3advisor.com | 57.1% |
{first name} | john@gen3advisor.com | 42.9% |
About Gen3 Advisor Group
If you’re an insurance producer or agency, financial advisor, or marketing organization looking for access to industry leading products from top rated carriers and cutting edge agency growth tools, Gen3 has you covered. As a family owned and operated IMO, we work tirelessly to make sure you receive superior service whether you're a rookie or an industry veteran. When it comes to product, Gen3 offers a robust array of cutting edge annuity, life insurance, LTC (Long Term Care), medicare supplement, medicare advantage, & Part D products from the nation’s top-rated carriers. If there’s a specific product or feature you’re looking for, chances are it's already in our portfolio, or we know where to find it. Product is great, but most producers are looking for ways to get in front of and close more prospects. We pride ourselves on providing access to PROVEN turn-key programs to do just that. Whether it's tried and true seminars, modern digital lead strategies, cloud based planning software, or our CPA alliance program, we can help you take your business to the next level. Pair these tools with years of combined industry experience, and our team can help you build client confidence through high caliber products and positive results. At Gen3, our advice starts with your client's needs. We know they come in all shapes and sizes, and can help you design the perfect solution. We'll work with you to analyze the needs of your client, design a solution, and ultimately implement the plan that best fits their needs. When all is said and done, the perfect product is the icing on the cake. We're dedicated to finding the right product and giving you the tools to close the sale. If you need an IMO home, we would love for you to join our family. If you're in Northeast Ohio, feel free to stop into our office and get to know us. If you're not in driving distance, drop us a line. We'd love to get to know you!
Gen3 Advisor Group revenue & valuation
| Annual revenue | $1,112,215 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Insurance industry and current estimated revenues | $3,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Gen3 Advisor Group has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Gen3 Advisor Group has never raised funding before.
Gen3 Advisor Group Tech Stack
Discover the technologies and tools that power Gen3 Advisor Group's digital infrastructure, from frameworks to analytics platforms.
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