


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 | |
| 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 |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Lowell Newman has never raised funding before.
Lowell Newman Tech Stack
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Frequently asked questions
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