Company lists · Data refreshed September 2026
Top 25 Second-to-die insurance providers based in the United States
RevenueBase identified 107 second-to-die insurance providers headquartered in the United States as of September 2026 and tracks 814 professional contacts across them, including 300 with verified work emails. Austin is the largest hub.
This list covers second-to-die insurance providers headquartered in the 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 17, 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.
The 25 largest second-to-die insurance providers based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 133 contacts → | ||||
Partial evidence “Founded as an independent life insurance brokerage firm in 1989, Winged Keel Group specializes in the structuring and administration of large block life insurance portfolios for…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 2 | 60 contacts → | ||||
Indirect evidence “Experience.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 3 | 38 contacts → | ||||
Partial evidence “The Financial Architects Partners, LLC, a subsidiary of NFP, is a 35-person national life insurance planning firm with offices in Boston, Los Angeles, New York, Palm Beach, Palo…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 4 | 32 contacts → | ||||
Partial evidence “Financial Designs Ltd.(FDL) was founded in 1970 and is one of the country's leading specialty insurance advisory firms.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 5 | 22 contacts → | ||||
Indirect evidence “Have you ever peeled an orange and discovered there was an apple inside?” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 6 | 21 contacts → | ||||
Partial evidence “LIFE Brokerage, LLC (LIFE) provides back office support to the highest quality life insurance professionals in the industry.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 7 | 19 contacts → | ||||
Indirect evidence “We Help people with Infinite Banking.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 8 | 15 contacts → | ||||
Partial evidence “We at Barry, Evans, Josephs & Snipes are life insurance specialists.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 9 | 14 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 10 | 13 contacts → | ||||
Partial evidence “Since 1983, Scott Harper, Founder and Owner of Insurance 360, has been writing insurance policies based on personal, one-on-one service.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 11 | 13 contacts → | ||||
Indirect evidence “Today – and every day – we focus on protecting your tomorrow, so you can rest assured that your legacy will live on.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 12 | 10 contacts → | ||||
Partial evidence “Our Story Unity Financial Life Insurance Unity Financial Life Insurance Company has been serving families for over 50 years.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 13 | 9 contacts → | ||||
Partial evidence “Archer Financial is a family-built, future-focused firm redefining how life insurance solutions and advanced wealth strategies are engineered for long-term impact.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 14 | 7 contacts → | ||||
Partial evidence “Our FLAH & COMPANY team specializes in engineering customized life insurance, innovative asset protection and wealth transfer solutions for multi-generational, ultra-high net…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 15 | 7 contacts → | ||||
Partial evidence “Founded by the senior partners of Boulevard Family Wealth, Boulevard Insurance Strategies is distinguished by the depth of our advanced markets knowledge, experience serving the…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 16 | 6 contacts → | ||||
Partial evidence “Catalyst Solutions Group (CSG) is an independent firm, focused on delivering customized life, disability and long term care insurance solutions to families and business owners.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 17 | 5 contacts → | ||||
Partial evidence “TRC Financial is an independent firm with experience in the use of life, disability, and long-term care insurance to help our clients protect wealth and preserve legacies.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 18 | 5 contacts → | ||||
Partial evidence “Heritage Capital Strategies is an independent financial services firm specializing in life insurance solutions for business owners, affluent families, key-executives, and family…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5 contacts → | ||||
Indirect evidence “The GB Financial Group is a financial services firm specializing in wealth preservation and wealth transfer solutions for the affluent client.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 contacts → | ||||
Indirect evidence “At Acumen, our team works diligently to solve estate planning, business succession, and executive retention issues for businesses, credit unions, families, and nonprofits using…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 21 | 4 contacts → | ||||
Partial evidence “Tenzing Insurance Strategies is an independent firm that reviews, designs, implements and administers life insurance coverage for the estate planning and related needs of affluent…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4 contacts → | ||||
Partial evidence “Based in Portland, Oregon, Insurance Consulting Services, Inc.(ICS) is a recognized leader in life insurance, wealth transfer and estate planning, and business continuation for…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 23 | 4 contacts → | ||||
Partial evidence “Jones Lowry is an independent life insurance planning firm with 40 years of experience in both domestic and international markets.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 24 | 4 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 25 | 4 contacts → | ||||
Partial evidence “As one of the country’s elite independent life insurance and estate planning firms, Parq Advisors serves ultra-affluent individuals and families, including some of the world’s…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
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: second-to-die insurance providers. 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 second-to-die insurance providers.
- Partial evidence
- Its own public description names part of second-to-die insurance providers, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name second-to-die insurance providers. 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 25 of 107 second-to-die insurance providers based in the United States
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Second-to-die insurance providers based in the United States at a glance
As of Sep 17, 2026Companies by employee count
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 107 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 second-to-die insurance providers, 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 the United States whose own description of what they do matches “second-to-die insurance providers”. 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 second-to-die insurance providers), 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 second-to-die insurance providers, and records with no verified work email. Companies headquartered outside United States 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, 300 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 17, 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.
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 second-to-die insurance providers, 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 second-to-die insurance providers are there based in the United States?
RevenueBase identified 107 second-to-die insurance providers headquartered in the 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?
Winged Keel Group, headquartered in San Francisco, tops this list with the largest team on record.
Which city has the most second-to-die insurance providers?
Austin leads with 4 headquartered companies, followed by Atlanta (3) and Boca Raton (3).
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 300 verified decision-maker contacts tracked across these 107 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 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 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.
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