ACCREDITED INVESTORS:

How To Secure Your Future with High-Return Investments

Why Invest with Us?

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.

Investment Offer

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.

Investment Proposition

We're offering a 14% preferred 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.

Security Measures

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. This is the type of same loan instrument that is used in SBA Financing

MEET THE FOUNDER & CEO

Hey, I'm Joe!

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.

I have successfully executed this strategy then exited for a mid 7 figures twice.

Proven Track Record

Expert Market Knowledge

Client-Centered Approach

TESTIMONIALS

What others are saying

"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!"

- Gail N.

"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!"

- David R.

“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!