Company lists · Data refreshed September 2026

Top 18 Life insurance consulting firms based in Minneapolis, United States

RevenueBase identified 30 life insurance consulting firms headquartered in Minneapolis, United States as of September 2026 and tracks 466 professional contacts across them, including 131 with verified work emails. Across the United States, New York is the largest hub for this category (194 companies); Minneapolis has 30.

This list covers life insurance consulting firms headquartered in Minneapolis, 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
30Companies
466Contacts tracked
131Verified emails
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The 18 largest life insurance consulting firms based in Minneapolis, United States

Ranked by team size
Top 18 of 30 life insurance consulting firms based in Minneapolis, 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
1Strong evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 2026201-500163 contacts →

Strong evidence

“Capitas Financial is the premier partner for Financial Advisors, providing insurance solutions for investment, tax, retirement, estate, business and financial life planning needs.”

Source: RevenueBase Database · checked Sep 28, 2026
2Strong evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 202651-20055 contacts →

Strong evidence

“Diversified Brokerage Services (DBS) works with agents, brokers and advisors across the country to help them secure life insurance products for their clients who want to protect…”

Source: RevenueBase Database · checked Sep 28, 2026
3Strong evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 202651-20050 contacts →

Strong evidence

“ITM is comprised of a team of independent life insurance experts.”

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 202611-5039 contacts →

Partial evidence

“Core Income Advisors: An IMO, and FMO, an independent insurance brokerage uniquely positioned to Help Advisors Deliver Financial Certainty.”

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 2026201-50035 contacts →

Partial evidence

“Preparing for that next step in life isn’t always easy.”

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

Partial evidence

“M&E Catalyst Group is a full-service financial planning firm specializing in insurance and investment strategies and tax planning.”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 202611-5024 contacts →

Partial evidence

“Insurance Resource Group is an insurance company based out of Minneapolis, MN”

Source: RevenueBase Database · checked Sep 28, 2026
8Strong evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 20261-108 contacts →

Strong evidence

“We are a consulting and third-party administration firm with a focus on non-qualified plans and advanced life insurance programs.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 202611-507 contacts →

Indirect evidence

“Since 1995, Secura Consultants has engaged in one mission, to provide the best products, the most creative solutions and top tier service to the advisors who entrust their clients…”

Source: RevenueBase Database · checked Sep 28, 2026
10Strong evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 202611-506 contacts →

Strong evidence

“Life insurance is all we do.”

Source: RevenueBase Database · checked Sep 28, 2026
11Strong evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 202611-504 contacts →

Strong evidence

“Simplicity Advisors Resource is a results-driven marketing organization focused on helping independent agents and advisors increase their life insurance, disability insurance…”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 202611-503 contacts →

Partial evidence

“We are reinsurance intermediaries who specialize in the life, accident and health markets.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“At Alpha Beta Consulate, we understand the unique challenges and opportunities that fee-only investment advisory stakeholders face.”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“It can be devastating for your family and business when the unexpected happens.”

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 202611-501 contacts →

Partial evidence

“A top provider of skilled insurance professionals.”

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“We are a small private firm dedicated to helping our clients navigate the complex insurance matters that impact them most.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“A&H Intermediaries, LLC”

Source: RevenueBase Database · checked Sep 28, 2026
18Strong evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 20261-101 contacts →

Strong evidence

“Options offers a full range of insurance coverage, including homeowners, renters, auto and vehicle, health, life and business insurance.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 18 of 30 life insurance consulting firms based in Minneapolis, United States

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

As of Sep 28, 2026
28.1%Verified-email coverage
15.5Average contacts per company
11-50Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
14
11-50
8
51-200
5
201-500
2
5,001-10,000
1

Email recency for this list is measured across the whole United States list rather than for Minneapolis, so it is reported there. Company counts and contact totals on this page are exact for Minneapolis, over 30 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 Minneapolis, 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 Minneapolis 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, 131 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 Minneapolis, United States?

RevenueBase identified 30 life insurance consulting firms headquartered in Minneapolis, 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?

Capitas Financial, headquartered in Minneapolis, 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). Minneapolis has 30.

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 131 verified decision-maker contacts tracked across these 30 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.

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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.