


Life Advisor Solution
Financial Services • 555 Anton Blvd, Costa Mesa, United States • 1-10 Employees
Company overview
| Headquarters | 555 Anton Blvd, Costa Mesa, California 92626, US |
| Website | |
| NAICS | 52 |
| Keywords | Mentorship, Life Settlements, Life Insurance Agent, Annuity/Iul |
| Founded | 2023 |
| Employees | 1-10 |
Key Contact at Life Advisor Solution
Ben Mohr
President, Insurance Marketing Specialist
Life Advisor Solution Email Formats
Life Advisor Solution uses 1 email format. The most common is {first name} (e.g., john@lifeadvisorsolution.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@lifeadvisorsolution.com | 100% |
About Life Advisor Solution
In the ever-evolving world of life insurance sales, it's crucial for agents to adapt and diversify their product knowledge beyond traditional offerings like annuities and IUL. Clients are seeking personalized solutions, and our mission is to equip agents with the tools and insights to meet these evolving needs. Our unique approach includes introducing agents to a new investment opportunity that's been a well-kept secret among the wealthy for decades, offering clients a new avenue for financial growth. Moreover, the commissions for this special investment are more than double those of traditional annuities, making it a lucrative choice. To support our agents, we provide a turnkey marketing system and access to a multi-million-dollar sales expert for personalized coaching. We also emphasize a client-centric approach, helping agents understand the value of tailoring solutions to each client's unique financial goals. Additionally, we empower agents to identify and move orphan accounts, which are often overlooked but hold tremendous potential. By diversifying product knowledge and embracing these opportunities, agents can make their most profitable year yet, all while providing valuable solutions to their clients' financial needs.
Life Advisor Solution revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Life Advisor Solution has never raised funding before.
Life Advisor Solution Tech Stack
Discover the technologies and tools that power Life Advisor Solution's digital infrastructure, from frameworks to analytics platforms.
Hosting
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Miscellaneous
Analytics
JavaScript frameworks
JavaScript frameworks
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Miscellaneous
Security
Live chat
Frequently asked questions
4.8
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