Company lists · Data refreshed October 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Oct 17, 2026 52 companies tracked

RevenueBase identified 52 company matches for life insurance planning firms associated with Phoenix, United States as of October 2026 and tracks 214 professional contacts across them, including 56 with verified work emails. Across the United States, Houston is the largest hub for this category (113 companies); Phoenix has 52.

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

52Companies

214Contacts tracked

56Verified emails

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

Ranked by team size

Top 19 of 52 company matches for life insurance planning firms based in Phoenix, 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	American Income Life - Southwest	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 17, 2026	51-200	30 contacts →
	Exact match “Dustin Venekamp had just graduated college when he decided to join American Income Life Insurance Company (AIL).” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2	Cohn Financial Group	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 17, 2026	n/a	18 contacts →
	Exact match “Established in 1987, Cohn Financial Group (CFG) specializes in complex life insurance planning and is a leader in Private Placement Life Insurance (PPLI).” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3	Pellegrini & Associates	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 17, 2026	1-10	15 contacts →
	Exact match “Pellegrini & Associates is a national insurance marketing firm offering senior-related products.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4	Duvall Financial Group	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 17, 2026	11-50	14 contacts →
	Exact match “Retirement Solutions & Insurance Protection” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	Independent Planners Group, A Simplicity Company	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 17, 2026	1-10	9 contacts →
	Exact match “Since 1991, Independent Planners Group has served as an independent insurance partner to financial advisors and insurance professionals.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6	Lifebrokers	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 17, 2026	11-50	7 contacts →
	Exact match “LifeBrokers is a life insurance general agency in Phoenix, Arizona that works with independent insurance agents and career agents around the United States.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7	Phocus Financial	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 17, 2026	1-10	7 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	Endeavor Advisors LLC	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 17, 2026	1-10	5 contacts →
	Exact match “Our firm specializes in helping individuals develop sound retirement strategies.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9	Phocus Companies	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 17, 2026	11-50	5 contacts →
	Exact match “PEACE OF MIND.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	Meikle Financial Group	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “When it comes to your finances, there are several different paths you can choose, and it is important to find the one that best fits your unique situation.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11	Simplicit Financial	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “Simplicit Financial provides advanced insurance expertise to financial advisors, attorneys, CPAs and business planning professionals.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12	1up Financial	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 17, 2026	51-200	2 contacts →
	Exact match “1UP Financial is a leading financial services firm specializing in Indexed Universal Life, Fixed Indexed Annuities, 401k rollovers, and mortgage protection.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13	Total Living Plan	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “You Should Raise your Standards……You must think differently than other planners do!” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14	Colorado Bankers Services - CBS	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 17, 2026	11-50	1 contacts →
	Exact match “Colorado Bankers Services Insurance (CBS) is one of the nation's most committed providers of critical illness, accident, final expense & a wide variety of other exceptional…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15	Samuel Insurance Agency	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 17, 2026	1-10	1 contacts →
	Exact match “one-stop entity for Insurance and financial needs” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16	Fortis Life Group	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 17, 2026	1-10	1 contacts →
	Exact match “Fortis Life Group serves the Transitioning Military, Veteran, Mil Spouse and Veteran Owned Business Community.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17	The Coleridge Group	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 17, 2026	1-10	1 contacts →
	Exact match “Use your money to live meaningful experiences, help others, and take care of the planet.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18	Pantheon Group	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 17, 2026	1-10	1 contacts →
	Exact match “The phrase “advanced planning” is broad and requires a team of experienced professionals to narrow down, design, and execute.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19	Skye Shape Financial	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 17, 2026	1-10	1 contacts →
	Exact match “Insurance is what we sell, helping families enjoy a life without worry is what we do.” 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 52 life insurance planning firms based in Phoenix, United States

See the full list, filter by size, metro and specialty, and access 56 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Oct 17, 2026

26.2%Verified-email coverage

4.1Average contacts per company

1-10Median size (employees)

Oct 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

10001+

Email recency for this list is measured across the whole United States list rather than for Phoenix, so it is reported there. Company counts and contact totals on this page are exact for Phoenix, over 52 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 Phoenix, 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 56 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 Phoenix, United States?

RevenueBase identified 52 company matches for life insurance planning firms associated with Phoenix, 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?

American Income Life - Southwest 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). Phoenix has 52.

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 56 professional contacts with verified work emails tracked across these 52 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.