Lowell Newman

Insurance • Boca Raton, Florida, United States • 1-10 Employees

Company overview

Headquarters	2101 NW Corporate Blvd, Suite 211, Boca Raton, FL 33431, US
Phone number	+15619448912
Website	lowellnewman.com
NAICS	52
Keywords	Wealth Transfer, Life Insurance Planning, Estate Preservation, Philanthropic Planning, Asset Ownership, Qualified Leverage Strategy, Forensic Life Insurance Audit
Employees	1-10
Socials

Key Contact at Lowell Newman

Marc Lowell

President

Lowell Newman Email Formats

Lowell Newman uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@lowellnewman.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@lowellnewman.com	66.7%
{first name}{last name}	johndoe@lowellnewman.com	33.3%

About Lowell Newman

Lowell Newman uses little-known legal solutions to help high-net-worth families shelter wealth from excessive taxation and substantially enhance multi-generational legacy planning. Lowell Newman collaborates with sophisticated accounting, wealth management and legal advisors of high-net-worth families to develop integral legacy strategies through the creative use of life insurance instruments. As an independent firm, Lowell Newman can freely and objectively analyze the insurance marketplace without a carrier or product bias.

Lowell Newman revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Insurance industry and current estimated revenues	$1,400,000
Total funding	No funding