Proven Track Record
We’ve consistently delivered exceptional returns for our investors, supported by a strong portfolio of successful acquisitions in the insurance sector.
Hands-Free Investing
Our expert team handles every detail—from agency acquisition to operational optimization—allowing you to enjoy a truly passive income experience.
Low-Risk, High-Yield Opportunities
With decades of experience and multiple successful agency roll-ups, our strategy is both robust and time-tested, delivering stable returns even in uncertain markets.
We target "mom and pop" insurance agencies, acquiring them at approximately 1.5-2 times their annual revenue.
By consolidating these agencies, streamlining their operations, and improving efficiencies, we can elevate their value significantly—selling them for over 4X their revenue.
This model not only promises substantial returns but also offers immediate cash flow with margins between 35-45%.
We're offering a 12% return on investments, a compelling rate given the stability and profitability of our business model. Traditional lending avenues typically ignore sub-$500K deals, making private investment a strategic advantage for rapid execution.
Investors will be secured with a promissory note and a UCC-1 filing, ensuring that in the unlikely event of underperformance, claims can be made directly from the insurance carriers using the recurring commission revenue as collateral.
A seasoned professional in the Property and Casualty Insurance industry, licensed since 2002. My focus has shifted towards a lucrative venture: Insurance Agency Roll-Ups. This strategy involves acquiring smaller insurance agencies, enhancing their operations, and selling them to major national brokerages.
A seasoned professional in the Property and Casualty Insurance industry, licensed since 2002. My focus has shifted towards a lucrative venture: Insurance Agency Roll-Ups. This strategy involves acquiring smaller insurance agencies, enhancing their operations, and selling them to major national brokerages.
Proven Track Record
Expert Market Knowledge
Client-Centered Approach
"Consistent Returns, Zero Stress!"
"I was looking for a way to diversify my investments without the hassle, and this opportunity has been everything I hoped for. Joe handles everything, and I receive steady returns each month without lifting a finger!"
"A Rock-Solid Investment in Uncertain Times"
"In today's volatile market, finding a reliable, high-return investment is rare. I've been thoroughly impressed with the transparency and performance here—my returns have been consistent, and the Joe is top-notch!"
“Best Passive Income I’ve Found!”
"I’ve invested in a few ventures over the years, but this one stands out. It’s reliable, with returns delivered on time, every time. I appreciate the focus on insurance roll-ups—it’s a stable, growing market, and Joe knows how to maximize it. Highly recommended for anyone seeking steady income!
Innovation
Fresh, creative solutions.
Integrity
Honesty and transparency.
Excellence
Top-notch services.
Copyright 2024. JBI FUND I LLC. All Rights Reserved.