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High-Retention Life & Health Book — Dallas Metro

Dallas, TX
Life & Health
Est. 1995
Listed 2026-02-10
Active

Key Metrics

$1,800,000
$12,000,000
91%
14
8
1995

Listing Highlights

  • 91% client retention
  • Growing Medicare book
  • Agency management system in place
  • Owner willing to transition

Lines of Business

Group HealthIndividual LifeMedicare SupplementsDental & Vision

Listing Broker

SC
Sarah Chen
OPTIS Partners

Quick Valuation Estimate

Based on the listing metrics and industry multiples

Conservative
$2,700,000
1.5x revenue
Mid-Range
$3,600,000
2.0x revenue
Premium
$4,500,000
2.5x revenue

Agency Valuation Calculator

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