Company lists · Data refreshed October 2026

Top 19 Life insurance planning firms based in Omaha, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 17, 2026 41 companies tracked

RevenueBase identified 41 company matches for life insurance planning firms associated with Omaha, United States as of October 2026 and tracks 492 professional contacts across them, including 230 with verified work emails. Across the United States, Houston is the largest hub for this category (113 companies); Omaha has 41.

This list covers company matches for life insurance planning firms associated with Omaha, 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

41Companies

492Contacts tracked

230Verified emails

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The 19 largest life insurance planning firms based in Omaha, United States

Ranked by team size

Top 19 of 41 company matches for life insurance planning firms based in Omaha, 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	Senior Market Sales	Exact match	Omaha, NE, United StatesHQ recorded Oct 17, 2026	501-1,000	277 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2	Silverleaf Wealth Management	Exact match	Omaha, NE, United StatesHQ recorded Oct 17, 2026	1-10	24 contacts →
	Exact match “At Silverleaf Wealth Management in Omaha, NE, we understand that individuals face unique challenges as they prepare for retirement.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3	Telos Actuarial, LLC	Exact match	Omaha, NE, United StatesHQ recorded Oct 17, 2026	11-50	22 contacts →
	Exact match “Telos Actuarial offers custom solutions for all your Senior Market insurance product needs.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4	Unified Legacy Advisors	Exact match	Omaha, NE, United StatesHQ recorded Oct 17, 2026	11-50	17 contacts →
	Exact match “Our comprehensive approach to retirement planning encompasses a full range of strategies from managing and protecting existing assets to estimating future cash flows and…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	The ARK Group, LLC	Exact match	Omaha, NE, United StatesHQ recorded Oct 17, 2026	11-50	12 contacts →
	Exact match “The Ark Group is a national brokerage and benefits administration organization providing Life Insurance, Health Insurance, Annuities, employee benefits consulting, and Third Party…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6	Moylan Kropp	Exact match	Omaha, NE, United StatesHQ recorded Oct 17, 2026	11-50	11 contacts →
	Exact match “Moylan Kropp is a comprehensive financial planning firm dedicated to tailoring recommendations for each individual client.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7	Insuractive	Exact match	Omaha, NE, United StatesHQ recorded Oct 17, 2026	11-50	9 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	Trek Insurance Solutions	Exact match	Omaha, NE, United StatesHQ recorded Oct 17, 2026	1-10	8 contacts →
	Exact match “Trek Insurance Solutions is one of America’s premier insurance companies.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9	Nelson Murphy Insurance And Investments	Exact match	Omaha, NE, United StatesHQ recorded Oct 17, 2026	1-10	6 contacts →
	Exact match “Nelson Murphy Insurance & Investments are trusted, professional, and approachable wealth advisors in Omaha, NE.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	Smart Insurance Solutions	Exact match	Omaha, NE, United StatesHQ recorded Oct 17, 2026	1-10	6 contacts →
	Exact match “The Smart Insurance Solutions® mission is to be an insurance agency that our clients can trust.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11	Legacy Insurance Services LLC	Exact match	Omaha, NE, United StatesHQ recorded Oct 17, 2026	1-10	6 contacts →
	Exact match “Legacy Insurance Services LLC was opened by a team of experienced Insurance Professionals with the goal of providing unparalleled insurance coverage and service.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12	Legacy Insurance Group Focus Wealth Management	Exact match	Omaha, NE, United StatesHQ recorded Oct 17, 2026	11-50	4 contacts →
	Exact match “We are an independent insurance and financial planning agency.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13	Leverage Planning	Exact match	Omaha, NE, United StatesHQ recorded Oct 17, 2026	11-50	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14	Mcgill Brokerage	Exact match	Omaha, NE, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15	Resolve Insurance	Exact match	Omaha, NE, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “To Insure with RESOLVE is to take control of your everyday risk.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16	Owm, INC	Exact match	Omaha, NE, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “Clients come to us for guidance on changes throughout their lives.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17	Wiig-Codr & Associates LLC	Exact match	Omaha, NE, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18	Turner Financial	Exact match	Omaha, NE, United StatesHQ recorded Oct 17, 2026	1-10	1 contacts →
	Exact match “Many clients face challenges when it comes to saving and building their retirement.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19	W.I.T. Capital Management, LLC	Exact match	Omaha, NE, United StatesHQ recorded Oct 17, 2026	1-10	1 contacts →
	Exact match Recorded description not available. 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 19 of 41 life insurance planning firms based in Omaha, United States

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

As of Oct 17, 2026

46.7%Verified-email coverage

12.0Average contacts per company

1-10Median size (employees)

Oct 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

501-1,000

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 41 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 Omaha, 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 230 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 in the United States

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 Omaha, United States?

RevenueBase identified 41 company matches for life insurance planning firms associated with Omaha, 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?

Senior Market Sales tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

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

Houston leads the United States with 113 company records, followed by New York (101) and Dallas (100). Omaha has 41.

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 230 professional contacts with verified work emails tracked across these 41 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.