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Life Advisor Solution

Life Advisor Solution

Financial ServicesFlag of US555 Anton Blvd, Costa Mesa, United States1-10 Employees

Company overview

Headquarters555 Anton Blvd, Costa Mesa, California 92626, US
Website
NAICS52
Keywords
Mentorship, Life Settlements, Life Insurance Agent, Annuity/Iul
Founded2023
Employees1-10

Key Contact at Life Advisor Solution

Flag of US

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.

FormatExamplePercentage
{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.

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Life Advisor Solution revenue & valuation

Annual revenue$342,220
Revenue per employee$86,000
Estimated valuation?$1,100,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

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.

GoDaddy

GoDaddy

Hosting

GoDaddy Website Builder

GoDaddy Website Builder

CMS

Open Graph

Open Graph

Miscellaneous

Facebook Pixel

Facebook Pixel

Analytics

RequireJS

RequireJS

JavaScript frameworks

React

React

JavaScript frameworks

core-js

core-js

JavaScript libraries

PWA

PWA

Miscellaneous

HSTS

HSTS

Security

Re:amaze

Re:amaze

Live chat

Microsoft 365

Microsoft 365

Email

Frequently asked questions

Life Advisor Solution is located in 555 Anton Blvd, Costa Mesa, US.
Life Advisor Solution was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.
Life Advisor Solution has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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