Company lists · Data refreshed September 2026

Top 24 Life insurance consulting firms based in Omaha, United States

Name: Life insurance consulting firms based in Omaha, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 50 companies tracked

RevenueBase identified 50 life insurance consulting firms headquartered in Omaha, United States as of September 2026 and tracks 551 professional contacts across them, including 278 with verified work emails. Across the United States, New York is the largest hub for this category (194 companies); Omaha has 50.

This list covers life insurance consulting firms headquartered in Omaha, 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

50Companies

551Contacts tracked

278Verified emails

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The 24 largest life insurance consulting firms based in Omaha, United States

Ranked by team size

Top 24 of 50 life insurance consulting firms based in Omaha, 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Senior Market Sales	Strong evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	501-1,000	295 contacts →
	Strong evidence “Senior Market Sales (SMS) in Omaha, Nebraska has marketed health, life, annuities, and other insurance products geared for the nation’s seniors from the same location since 1982.” Source: RevenueBase Database · checked Sep 28, 2026
2	Dodge Partners Insurance	Partial evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	11-50	29 contacts →
	Partial evidence “Dodge Partners Insurance is an independent insurance agency that offers business insurance, personal insurance and benefits plans in Omaha, Nebraska, and surrounding areas.” Source: RevenueBase Database · checked Sep 28, 2026
3	Telos Actuarial, LLC	Partial evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	11-50	20 contacts →
	Partial evidence “Telos Actuarial offers custom solutions for all your Senior Market insurance product needs.” Source: RevenueBase Database · checked Sep 28, 2026
4	CSG Actuarial, LLC	Strong evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	11-50	20 contacts →
	Strong evidence “One of the fastest growing insurance technology companies in the country, helping insurance agents and agencies keep up with the ever-changing senior life and health insurance…” Source: RevenueBase Database · checked Sep 28, 2026
5	Unified Legacy Advisors	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Indirect evidence “Our comprehensive approach to retirement planning encompasses a full range of strategies from managing and protecting existing assets to estimating future cash flows and…” Source: RevenueBase Database · checked Sep 28, 2026
6	Insuractive	Strong evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Strong evidence “Based in Omaha, Nebraska, Insuractive is the company behind direct-to-consumer brands that provide health insurance, life insurance and wealth protection solutions to individuals.” Source: RevenueBase Database · checked Sep 28, 2026
7	The ARK Group, LLC	Strong evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Strong evidence “The Ark Group is a national brokerage and benefits administration organization providing Life Insurance, Health Insurance, Annuities, employee benefits consulting, and Third Party…” Source: RevenueBase Database · checked Sep 28, 2026
8	Teckmeyer Financial Services	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	11-50	6 contacts →
	Indirect evidence “Teckmeyer Financial Services is a financial services company based out of Omaha, Nebraska” Source: RevenueBase Database · checked Sep 28, 2026
9	Trek Insurance Solutions	Partial evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “Trek Insurance Solutions is one of America’s premier insurance companies.” Source: RevenueBase Database · checked Sep 28, 2026
10	Croker Group	Strong evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	11-50	5 contacts →
	Strong evidence “Croker Group is a wealth management consulting and insurance solutions practice that works with you to dissect your overall portfolio to identify any inefficiencies and gaps.” Source: RevenueBase Database · checked Sep 28, 2026
11	Consortio Group LLC	Partial evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “Consortio is a Latin word for Partnership and we strive to be partners with: •Our Clients •Our Colleagues •Our Insurance Carriers To help our clients succeed.” Source: RevenueBase Database · checked Sep 28, 2026
12	Smart Insurance Solutions	Partial evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “The Smart Insurance Solutions® mission is to be an insurance agency that our clients can trust.” Source: RevenueBase Database · checked Sep 28, 2026
13	Legacy Insurance Services LLC	Partial evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “Legacy Insurance Services LLC was opened by a team of experienced Insurance Professionals with the goal of providing unparalleled insurance coverage and service.” Source: RevenueBase Database · checked Sep 28, 2026
14	Legacy Insurance Group Focus Wealth Management	Partial evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	11-50	4 contacts →
	Partial evidence “We are an independent insurance and financial planning agency.” Source: RevenueBase Database · checked Sep 28, 2026
15	Universal Group LTD	Strong evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	11-50	4 contacts →
	Strong evidence “Formerly known as Loring & Company, Universal Group is an independent insurance agency, brokerage, and consulting company in Omaha, NE, founded in 1982.” Source: RevenueBase Database · checked Sep 28, 2026
16	Resolve Insurance	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “To Insure with RESOLVE is to take control of your everyday risk.” Source: RevenueBase Database · checked Sep 28, 2026
17	Owm, INC	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Clients come to us for guidance on changes throughout their lives.” Source: RevenueBase Database · checked Sep 28, 2026
18	Mcgill Brokerage	Strong evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Strong evidence “Headquartered in Omaha, NE, McGill, Rediger & Simmons originated out of a telephone answering service for the independent insurance agent and quickly turned into a wholesale life…” Source: RevenueBase Database · checked Sep 28, 2026
19	Successful Onboarding, LLC	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Successful OnBoarding is leveraging almost 60 years of experience working with successful business owners in the financial services industry.” Source: RevenueBase Database · checked Sep 28, 2026
20	Leverage Planning	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	11-50	2 contacts →
	Indirect evidence “Most people who come to us are asking some version of the same question:"Do I have a real plan, or just a portfolio?" Leverage Planning is a retirement planning firm built for the…” Source: RevenueBase Database · checked Sep 28, 2026
21	Wiig-Codr & Associates LLC	Strong evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “Wiig-Codr & Associates LLC is an insurance brokerage firm serving advisors selling Life, LTC, Med Supp, Disability, Health, Annuity, and Accident and Health Insurance Plans.” Source: RevenueBase Database · checked Sep 28, 2026
22	Ally Insurance Brokers Of Omaha	Partial evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Locally owned, but nationally recognized; Ally Insurance Brokers of Omaha is a special place for anyone.” Source: RevenueBase Database · checked Sep 28, 2026
23	Turner Financial	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “Many clients face challenges when it comes to saving and building their retirement.” Source: RevenueBase Database · checked Sep 28, 2026
24	W.I.T. Capital Management, LLC	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: life insurance consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names life insurance consulting firms.
Partial evidence: Its own public description names part of life insurance consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name life insurance consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 24 of 50 life insurance consulting firms based in Omaha, United States

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

As of Sep 28, 2026

50.5%Verified-email coverage

11.0Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Omaha, so it is reported there. Company counts and contact totals on this page are exact for Omaha, over 50 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 Omaha, 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 Omaha 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, 278 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 Omaha, United States?

RevenueBase identified 50 life insurance consulting firms headquartered in Omaha, 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?

Senior Market Sales, headquartered in Omaha, 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). Omaha has 50.

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 278 verified decision-maker contacts tracked across these 50 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.