Company lists · Data refreshed September 2026

Top 25 Life insurance consulting firms based in Louisville, United States

RevenueBase identified 44 life insurance consulting firms headquartered in Louisville, United States as of September 2026 and tracks 410 professional contacts across them, including 188 with verified work emails. Across the United States, New York is the largest hub for this category (194 companies); Louisville has 44.

This list covers life insurance consulting firms headquartered in Louisville, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review
44Companies
410Contacts tracked
188Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest life insurance consulting firms based in Louisville, United States

Ranked by team size
Top 25 of 44 life insurance consulting firms based in Louisville, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to life insurance consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceLouisville, United StatesHQ checked Sep 28, 20261,001-5,00087 contacts →

Partial evidence

“We're an employee owned and customer inspired, insurance and financial services broker that's family to our employees, accountable to our clients, teammates to our carriers, and…”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceLouisville, KY, United StatesHQ checked Sep 28, 202611-5047 contacts →

Partial evidence

“Established in 1970 by Marvin Smith, our company has grown to a full service insurance agency.”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceLouisville, KY, United StatesHQ checked Sep 28, 202611-5031 contacts →

Partial evidence

“At BIG, we provide customized insurance and financial services that fit your personal or company's needs.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceLouisville, KY, United StatesHQ checked Sep 28, 202611-5026 contacts →

Indirect evidence

“We build relationships and deliver solutions.”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceLouisville, KY, United StatesHQ checked Sep 28, 202651-20026 contacts →

Indirect evidence

“The Advance Team is an organization of true Difference Makers.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceLouisville, KY, United StatesHQ checked Sep 28, 202611-5025 contacts →

Partial evidence

“Since 1964, Clarkson Insurance Group has helped businesses and families from all 50 States plan for the future.”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidenceLouisville, KY, United StatesHQ checked Sep 28, 202611-5015 contacts →

Partial evidence

“Commonwealth Insurance Partners, based in downtown Louisville, Kentucky, was founded with the goal of serving you, your family and your company’s needs with customized insurance…”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceLouisville, KY, United StatesHQ checked Sep 28, 20261-109 contacts →

Indirect evidence

“Equipping people to lead better financial lives.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceLouisville, KY, United StatesHQ checked Sep 28, 20261-109 contacts →

Indirect evidence

“Everyone has their own idea of what financial freedom means.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceLouisville, KY, United StatesHQ checked Sep 28, 202611-508 contacts →

Indirect evidence

“We are RISE Partners.”

Source: RevenueBase Database · checked Sep 28, 2026
11Strong evidenceLouisville, KY, United StatesHQ checked Sep 28, 202611-508 contacts →

Strong evidence

“Shaw American Financial Corporation is one of the oldest wholesale Life Insurance, Long Term Care, Annuity and Disability brokerages in the United States.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceLouisville, KY, United StatesHQ checked Sep 28, 20261-107 contacts →

Partial evidence

“WE ARE FAMILY WEALTH STRATEGIES As an independent financial services firm, we help individuals design customized retirement strategies using a blend of investment and insurance…”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceLouisville, KY, United StatesHQ checked Sep 28, 20261-105 contacts →

Indirect evidence

“Your financial goals are our priority.”

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidenceLouisville, KY, United StatesHQ checked Sep 28, 202611-505 contacts →

Partial evidence

“We are passionate about knowing you better, so you can spend your life in the areas you enjoy.”

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceLouisville, KY, United StatesHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“Making the right decisions along life’s journey can be challenging without a clearly defined plan to help you reach your goals.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceLouisville, KY, United StatesHQ checked Sep 28, 202611-505 contacts →

Indirect evidence

“We specialize in making complex financial decisions simpler and easier for you.”

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidenceLouisville, KY, United StatesHQ checked Sep 28, 20261-104 contacts →

Partial evidence

“We are an independent insurance firm dedicated to providing clients with caring, personalized service.”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceLouisville, KY, United StatesHQ checked Sep 28, 20261-104 contacts →

Partial evidence

“Financial Advisors Retirement Plans Investments Insurance”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceLouisville, KY, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“Lightpath Wealth Advisors is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom…”

Source: RevenueBase Database · checked Sep 28, 2026
20Partial evidenceLouisville, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“Kentucky-Bred Insurance strives to be an agency that builds and maintains long-term relationships with clients and their families.”

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceLouisville, KY, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“We know insurance can be stressful and sometimes overwhelming.”

Source: RevenueBase Database · checked Sep 28, 2026
22Strong evidenceLouisville, KY, United StatesHQ checked Sep 28, 20261-103 contacts →

Strong evidence

“We collaborate with individuals and families to create a financial plan that will affirm their investments and insurance coverages (including life, disability income and long-term…”

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceLouisville, KY, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“Planning for retirement can be unsettling.”

Source: RevenueBase Database · checked Sep 28, 2026
24Partial evidenceLouisville, KY, United StatesHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“Tantalum Partners was created to fill a need in the insurance industry.”

Source: RevenueBase Database · checked Sep 28, 2026
25Partial evidenceLouisville, KY, United StatesHQ checked Sep 28, 202611-502 contacts →

Partial evidence

“Wanda Bastert with Finish Line Financial LLC provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and…”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 44 life insurance consulting firms based in Louisville, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 188 reachable decision-makers.

Free signup · no credit card

View the full list →

Life insurance consulting firms based in Louisville, United States at a glance

As of Sep 28, 2026
45.9%Verified-email coverage
9.3Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
24
11-50
13
51-200
6
1,001-5,000
1

Email recency for this list is measured across the whole United States list rather than for Louisville, so it is reported there. Company counts and contact totals on this page are exact for Louisville, over 44 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among life insurance consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Louisville, United States whose own description of what they do matches “life insurance consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names life insurance consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among life insurance consulting firms, and records with no verified work email. Companies headquartered outside Louisville are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 188 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Life insurance consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names life insurance consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many life insurance consulting firms are there based in Louisville, United States?

RevenueBase identified 44 life insurance consulting firms headquartered in Louisville, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

The Underwriters Group, headquartered in Louisville, tops this list with the largest team on record.

Which city in the United States has the most life insurance consulting firms?

New York leads the United States with 194 headquartered companies, followed by Houston (145) and Dallas (117). Louisville has 44.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 188 verified decision-maker contacts tracked across these 44 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

Ready to reach these companies? Verified emails and direct dials for all 44 life insurance consulting firms based in Louisville, United States. Start with a free account, no credit card.

Download this list →

Related lists

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.