Company lists · Data refreshed October 2026

Top 25 Life insurance planning firms based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 17, 2026 8,606 companies tracked

RevenueBase identified 8,606 company matches for life insurance planning firms associated with the United States as of October 2026 and tracks 243,202 professional contacts across them, including 55,545 with verified work emails. Houston is the largest hub.

This list covers company matches for life insurance planning firms associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 17, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Oct 17, 2026 How this list was built

8,606Companies

243,202Contacts tracked

55,545Verified emails

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The 25 largest life insurance planning firms based in the United States

Ranked by team size

Top 25 of 8,606 company matches for life insurance planning firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 17, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Northwestern Mutual	Exact match	Milwaukee, WI, United StatesHQ recorded Oct 17, 2026	n/a	38,065 contacts →
	Exact match “At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2	Transamerica	Exact match	Baltimore, IA, United StatesHQ recorded Oct 17, 2026	5,001-10,000	11,874 contacts →
	Exact match “Longer lifespans are changing the way we exist.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3	Allstate Financial Services, LLC	Exact match	Lincoln, NE, United StatesHQ recorded Oct 17, 2026	10001+	7,597 contacts →
	Exact match “Allstate Financial Services, LLC is the proprietary registered Broker-Dealer of the Allstate Corporation.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4	PHP Agency, INC	Exact match	Addison, TX, United StatesHQ recorded Oct 17, 2026	n/a	7,020 contacts →
	Exact match “PHP Agency, an Integrity Marketing Group company, is a national financial services marketing company with a compelling two-part vision: change the culture and diversity of the…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	Family First Life	Exact match	Uncasville, CT, United StatesHQ recorded Oct 17, 2026	1,001-5,000	5,136 contacts →
	Exact match “Our mission at Family First Life, is to make the families we protect and the families of our agents our number one priority.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6	Pacific Life	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 17, 2026	1,001-5,000	4,664 contacts →
	Exact match “Pacific Life provides a variety of products and services designed to help individuals and businesses in the retail, institutional, workforce benefits, and reinsurance markets…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7	Equitable	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	5,001-10,000	3,099 contacts →
	Exact match “Equitable is one of America’s leading financial services companies.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	AXA US	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	5,001-10,000	2,920 contacts →
	Exact match “AXA Equitable Life is a wholly-owned indirect subsidiary of AXA Equitable Holdings, Inc.(NYSE: EQH).” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9	National Life Group	Exact match	Montpelier, VT, United StatesHQ recorded Oct 17, 2026	1,001-5,000	2,826 contacts →
	Exact match “At National Life, our story is simple: for over 176 years we’ve worked hard to deliver on our promises to millions of people with our vision of providing peace of mind in times of…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	Western & Southern Financial Group	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 17, 2026	1,001-5,000	2,813 contacts →
	Exact match “Founded in Cincinnati in as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11	Symetra	Exact match	Bellevue, WA, United StatesHQ recorded Oct 17, 2026	1,001-5,000	2,700 contacts →
	Exact match “Symetra is a financial services company offering retirement solutions, life insurance and employee benefits that help you plan well, be well and live well.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12	CNO Financial Group	Exact match	Carmel, IN, United StatesHQ recorded Oct 17, 2026	1,001-5,000	2,373 contacts →
	Exact match “CNO Financial Group, Inc.(NYSE: CNO) secures the future of middle-income America.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13	Ameritas	Exact match	Lincoln, NE, United StatesHQ recorded Oct 17, 2026	1,001-5,000	2,291 contacts →
	Exact match “You may know Ameritas as an insurance, employee benefits and financial services company, but we’re in the business of fulfilling life.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14	Oneamerica Financial	Exact match	Indianapolis, IN, United StatesHQ recorded Oct 17, 2026	1,001-5,000	2,001 contacts →
	Exact match “OneAmerica Financial® is a national financial services organization helping people build greater certainty for better moments, every day.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15	Sagicor Life Insurance Company USA	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 17, 2026	n/a	1,962 contacts →
	Exact match “Who We Are Sagicor Life Insurance Company (“Sagicor”) is a full-service life insurance and annuity carrier licensed in 46 states and the District of Columbia.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1,001-5,000	1,691 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17	Integrity	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	5,001-10,000	1,566 contacts →
	Exact match “Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18	The Western And Southern Life Insurance Company	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 17, 2026	1,001-5,000	1,513 contacts →
	Exact match “Financial products and concepts can be overwhelmingly complex.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19	Brighthouse Financial	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1,001-5,000	1,391 contacts →
	Exact match “We're Brighthouse Financial.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
20	F&g	Exact match	Des Moines, IA, United StatesHQ recorded Oct 17, 2026	1,001-5,000	1,351 contacts →
	Exact match “Established in 1959, F&G is headquartered in Des Moines, Iowa, and offers unique life insurance and annuity solutions to meet individual financial security needs through a…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
21	Amerilife	Exact match	Clearwater, FL, United StatesHQ recorded Oct 17, 2026	1,001-5,000	1,237 contacts →
	Exact match “AmeriLife’s strength is its mission: to provide insurance and retirement solutions to help people live longer, healthier lives.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
22	Penn Mutual	Exact match	Philadelphia, PA, United StatesHQ recorded Oct 17, 2026	1,001-5,000	1,212 contacts →
	Exact match “For more than 175 years, Penn Mutual has been a trusted partner to financial professionals across the U.S, placing protection solutions at the center of building stronger…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
23	AXA Mansard	Exact match	Victoria Island, United StatesHQ recorded Oct 17, 2026	1,001-5,000	1,154 contacts →
	Exact match “Acting for human progress by protecting what matters Take advantage of our upgraded portfolio of products – Insurance, Health, Savings and Investment today to ensure the security…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
24	Equis Financial	Exact match	United StatesHQ recorded Oct 17, 2026	n/a	1,118 contacts →
	Exact match “Equis Financial is a premier Insurance Marketing Organization for independent insurance agents and agency builders today.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
25	AAA Life Insurance Company	Exact match	Livonia, MI, United StatesHQ recorded Oct 17, 2026	501-1,000	1,060 contacts →
	Exact match “Life Insurance Company is fueled by our mission of providing financial security and peace of mind to members through a variety of life insurance, accident, and annuity products.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “life insurance planning firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 8,606 life insurance planning firms based in the United States

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Life insurance planning firms based in the United States at a glance

As of Oct 17, 2026

22.8%Verified-email coverage

28.3Average contacts per company

1-10Median size (employees)

1.3%Largest-city concentration · Houston

Oct 17, 2026Page data refreshed

Companies by employee count

1-10

5,823

11-50

1,932

51-200

562

201-500

142

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 8,606 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with the United States whose business descriptions match “life insurance planning firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 55,545 professional contacts with verified work emails across the full matched dataset. 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 October 17, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Life insurance planning firms by metro

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “life insurance planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many life insurance planning firms are there based in the United States?

RevenueBase identified 8,606 company matches for life insurance planning firms associated with the United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Northwestern Mutual tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most life insurance planning firms?

Houston leads with 113 company records, followed by New York (101) and Dallas (100).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 55,545 professional contacts with verified work emails tracked across these 8,606 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 17, 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 SmartSearch, 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.