Company lists · Data refreshed September 2026
Top 25 Second-to-die insurance providers based in the United States
RevenueBase identified 107 company matches for second-to-die insurance providers associated with 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 company matches for second-to-die insurance providers 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 September 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.
The 25 largest second-to-die insurance providers based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 133 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 2 | 60 contacts → | ||||
Exact match “Experience.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 3 | 38 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 4 | 32 contacts → | ||||
Exact match “Financial Designs Ltd.(FDL) was founded in 1970 and is one of the country's leading specialty insurance advisory firms.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 5 | 22 contacts → | ||||
Exact match “Have you ever peeled an orange and discovered there was an apple inside?” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 6 | 21 contacts → | ||||
Exact match “LIFE Brokerage, LLC (LIFE) provides back office support to the highest quality life insurance professionals in the industry.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 7 | 19 contacts → | ||||
Exact match “We Help people with Infinite Banking.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 8 | 15 contacts → | ||||
Exact match “We at Barry, Evans, Josephs & Snipes are life insurance specialists.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 9 | 14 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 10 | 13 contacts → | ||||
Exact match “Since 1983, Scott Harper, Founder and Owner of Insurance 360, has been writing insurance policies based on personal, one-on-one service.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 11 | 13 contacts → | ||||
Exact match “Today – and every day – we focus on protecting your tomorrow, so you can rest assured that your legacy will live on.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 12 | 10 contacts → | ||||
Exact match “Our Story Unity Financial Life Insurance Unity Financial Life Insurance Company has been serving families for over 50 years.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 13 | 9 contacts → | ||||
Exact match “Archer Financial is a family-built, future-focused firm redefining how life insurance solutions and advanced wealth strategies are engineered for long-term impact.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 14 | 7 contacts → | ||||
Exact match “Our FLAH & COMPANY team specializes in engineering customized life insurance, innovative asset protection and wealth transfer solutions for multi-generational, ultra-high net…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 15 | 7 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 16 | 6 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 18 | 5 contacts → | ||||
Exact match “Heritage Capital Strategies is an independent financial services firm specializing in life insurance solutions for business owners, affluent families, key-executives, and family…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “The GB Financial Group is a financial services firm specializing in wealth preservation and wealth transfer solutions for the affluent client.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 20 | 4 contacts → | ||||
Exact match “At Acumen, our team works diligently to solve estate planning, business succession, and executive retention issues for businesses, credit unions, families, and nonprofits using…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “Jones Lowry is an independent life insurance planning firm with 40 years of experience in both domestic and international markets.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 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 “second-to-die insurance providers”. 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 107 second-to-die insurance providers based in the United States
See the full list, filter by size, metro and specialty, and access 300 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
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
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 “second-to-die insurance providers” 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 300 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 September 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.
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 “second-to-die insurance providers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many second-to-die insurance providers are there based in the United States?
RevenueBase identified 107 company matches for second-to-die insurance providers associated with the United States as of September 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?
Winged Keel Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most second-to-die insurance providers?
Austin leads with 4 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 300 professional contacts with verified work emails tracked across these 107 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 September 17, 2026.
Ready to reach these companies? Verified emails and direct dials for all 107 second-to-die insurance providers based in the United States. Start with a free account, no credit card.
Download this list →Related lists
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
- Real estate companies based in the United States
Company intelligence · public preview
Top 25 second-to-die insurance providers based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 107 matching company records for second-to-die insurance providers based in the United States, with 814 tracked contacts and 300 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 17, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 second-to-die insurance providers based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Winged Keel Groupwingedkeel.comHQ: New York, CA, United StatesReported employees: 51-200 | New York, CA, United States | 51-200 | Exact match | 133 contacts → |
“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…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | International Planning Groupipgltd.com HQ: Wellesley, MA, United StatesReported employees: 201-500 | Wellesley, MA, United States | 201-500 | Exact match | 60 contacts → |
“Experience.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Financial Architects Partnersfiarch.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 38 contacts → |
“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…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Financial Designs LTDfdltd.comHQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 32 contacts → |
“Financial Designs Ltd.(FDL) was founded in 1970 and is one of the country's leading specialty insurance advisory firms.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | TCS Insurancetcs-insurance.com HQ: San Rafael, CA, United StatesReported employees: 11-50 | San Rafael, CA, United States | 11-50 | Exact match | 22 contacts → |
“Have you ever peeled an orange and discovered there was an apple inside?” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Life Brokerage LLClifebrokeragellc.com HQ: Hammonton, NJ, United StatesReported employees: 11-50 | Hammonton, NJ, United States | 11-50 | Exact match | 21 contacts → |
“LIFE Brokerage, LLC (LIFE) provides back office support to the highest quality life insurance professionals in the industry.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Mcfie Insurancemcfieinsurance.comHQ: Indianapolis, IN, United StatesReported employees: 1-10 | Indianapolis, IN, United States | 1-10 | Exact match | 19 contacts → |
“We Help people with Infinite Banking.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 15 contacts → |
“We at Barry, Evans, Josephs & Snipes are life insurance specialists.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Pcrg Insurancepcrginsurance.com HQ: Bellevue, WA, United StatesReported employees: 1-10 | Bellevue, WA, United States | 1-10 | Exact match | 14 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 |  Insurance 360insurance360.netHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 13 contacts → |
“Since 1983, Scott Harper, Founder and Owner of Insurance 360, has been writing insurance policies based on personal, one-on-one service.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Summit Insurance Groupsummit-ins.com HQ: Lexington, KY, United StatesReported employees: 1-10 | Lexington, KY, United States | 1-10 | Exact match | 13 contacts → |
“Today – and every day – we focus on protecting your tomorrow, so you can rest assured that your legacy will live on.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Unity Financial Life Insuranceuflife.com HQ: Cincinnati, OH, United StatesReported employees: 11-50 | Cincinnati, OH, United States | 11-50 | Exact match | 10 contacts → |
“Our Story Unity Financial Life Insurance Unity Financial Life Insurance Company has been serving families for over 50 years.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Archer Financialthearcherfinancialgroup.com HQ: Boca Raton, FL, United StatesReported employees: 11-50 | Boca Raton, FL, United States | 11-50 | Exact match | 9 contacts → |
“Archer Financial is a family-built, future-focused firm redefining how life insurance solutions and advanced wealth strategies are engineered for long-term impact.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Flah & Companyflahco.com HQ: Palm Beach Gardens, FL, United StatesReported employees: 1-10 | Palm Beach Gardens, FL, United States | 1-10 | Exact match | 7 contacts → |
“Our FLAH & COMPANY team specializes in engineering customized life insurance, innovative asset protection and wealth transfer solutions for multi-generational, ultra-high net…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Boulevard Insurance Strategiesboulevardis.comHQ: Beverly Hills, CA, United StatesReported employees: 1-10 | Beverly Hills, CA, United States | 1-10 | Exact match | 7 contacts → |
“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…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Catalyst Solutions Groupcatalyst-sg.com HQ: Detroit, MI, United StatesReported employees: 1-10 | Detroit, MI, United States | 1-10 | Exact match | 6 contacts → |
“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.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | TRC Financialtrcfinancial.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 5 contacts → |
“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.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Heritage Capital Strategies, INCheritagecapitalstrategies.com HQ: Westlake Village, CA, United StatesReported employees: 1-10 | Westlake Village, CA, United States | 1-10 | Exact match | 5 contacts → |
“Heritage Capital Strategies is an independent financial services firm specializing in life insurance solutions for business owners, affluent families, key-executives, and family…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | GB Financial Group, INCgbfinancial.com HQ: Wellesley Hills, MA, United StatesReported employees: 1-10 | Wellesley Hills, MA, United States | 1-10 | Exact match | 5 contacts → |
“The GB Financial Group is a financial services firm specializing in wealth preservation and wealth transfer solutions for the affluent client.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Acumen Insurance Solutionsacumeninsurancesolutions.comHQ: Del Mar, CA, United StatesReported employees: 11-50 | Del Mar, CA, United States | 11-50 | Exact match | 4 contacts → |
“At Acumen, our team works diligently to solve estate planning, business succession, and executive retention issues for businesses, credit unions, families, and nonprofits using…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Tenzing Insurance Strategiestenzingins.com HQ: Needham, MA, United StatesReported employees: 1-10 | Needham, MA, United States | 1-10 | Exact match | 4 contacts → |
“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…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Insurance Consulting Services, INCicspdx.comHQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 4 contacts → |
“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…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Jones Lowryjoneslowry.com HQ: West Palm Beach, FL, United StatesReported employees: 11-50 | West Palm Beach, FL, United States | 11-50 | Exact match | 4 contacts → |
“Jones Lowry is an independent life insurance planning firm with 40 years of experience in both domestic and international markets.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | David M. Jones And Associates INCdavidmjones.com HQ: Naples, United StatesReported employees: 1-10 | Naples, United States | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | Parq Advisors Insurance And Estate Planningparqadvisors.com HQ: Culver City, CA, United StatesReported employees: 11-50 | Culver City, CA, United States | 11-50 | Exact match | 4 contacts → |
“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…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 107 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Second-to-die insurance providers: dataset insights
September 17, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
106 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 17, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for second-to-die insurance providers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many second-to-die insurance providers did RevenueBase find based in the United States?
The saved snapshot records 107 matching company records, 814 tracked contacts and 300 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 17, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Cite this list
RevenueBase Data Team. Top 25 second-to-die insurance providers based in the United States. Snapshot: September 17, 2026. https://revenuebase.ai/companies/second-to-die-insurance-providers/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
- Real estate companies based in the United States
Company intelligence · public preview
Top 25 second-to-die insurance providers based in the United States
RevenueBase records 107 matching company records for second-to-die insurance providers based in the United States, with 814 tracked contacts and 300 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 17, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 second-to-die insurance providers based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Winged Keel Groupwingedkeel.com HQ: New York, CA, United StatesReported employees: 51-200 | New York, CA, United States | 51-200 | Exact match | 133 contacts → |
“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…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | International Planning Groupipgltd.com HQ: Wellesley, MA, United StatesReported employees: 201-500 | Wellesley, MA, United States | 201-500 | Exact match | 60 contacts → |
“Experience.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Financial Architects Partnersfiarch.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 38 contacts → |
“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…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Financial Designs LTDfdltd.com HQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 32 contacts → |
“Financial Designs Ltd.(FDL) was founded in 1970 and is one of the country's leading specialty insurance advisory firms.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | TCS Insurancetcs-insurance.com HQ: San Rafael, CA, United StatesReported employees: 11-50 | San Rafael, CA, United States | 11-50 | Exact match | 22 contacts → |
“Have you ever peeled an orange and discovered there was an apple inside?” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Life Brokerage LLClifebrokeragellc.com HQ: Hammonton, NJ, United StatesReported employees: 11-50 | Hammonton, NJ, United States | 11-50 | Exact match | 21 contacts → |
“LIFE Brokerage, LLC (LIFE) provides back office support to the highest quality life insurance professionals in the industry.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Mcfie Insurancemcfieinsurance.com HQ: Indianapolis, IN, United StatesReported employees: 1-10 | Indianapolis, IN, United States | 1-10 | Exact match | 19 contacts → |
“We Help people with Infinite Banking.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 15 contacts → |
“We at Barry, Evans, Josephs & Snipes are life insurance specialists.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Pcrg Insurancepcrginsurance.com HQ: Bellevue, WA, United StatesReported employees: 1-10 | Bellevue, WA, United States | 1-10 | Exact match | 14 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 | Insurance 360insurance360.net HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 13 contacts → |
“Since 1983, Scott Harper, Founder and Owner of Insurance 360, has been writing insurance policies based on personal, one-on-one service.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Summit Insurance Groupsummit-ins.com HQ: Lexington, KY, United StatesReported employees: 1-10 | Lexington, KY, United States | 1-10 | Exact match | 13 contacts → |
“Today – and every day – we focus on protecting your tomorrow, so you can rest assured that your legacy will live on.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Unity Financial Life Insuranceuflife.com HQ: Cincinnati, OH, United StatesReported employees: 11-50 | Cincinnati, OH, United States | 11-50 | Exact match | 10 contacts → |
“Our Story Unity Financial Life Insurance Unity Financial Life Insurance Company has been serving families for over 50 years.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Archer Financialthearcherfinancialgroup.com HQ: Boca Raton, FL, United StatesReported employees: 11-50 | Boca Raton, FL, United States | 11-50 | Exact match | 9 contacts → |
“Archer Financial is a family-built, future-focused firm redefining how life insurance solutions and advanced wealth strategies are engineered for long-term impact.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Flah & Companyflahco.com HQ: Palm Beach Gardens, FL, United StatesReported employees: 1-10 | Palm Beach Gardens, FL, United States | 1-10 | Exact match | 7 contacts → |
“Our FLAH & COMPANY team specializes in engineering customized life insurance, innovative asset protection and wealth transfer solutions for multi-generational, ultra-high net…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Boulevard Insurance Strategiesboulevardis.com HQ: Beverly Hills, CA, United StatesReported employees: 1-10 | Beverly Hills, CA, United States | 1-10 | Exact match | 7 contacts → |
“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…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Catalyst Solutions Groupcatalyst-sg.com HQ: Detroit, MI, United StatesReported employees: 1-10 | Detroit, MI, United States | 1-10 | Exact match | 6 contacts → |
“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.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | TRC Financialtrcfinancial.com HQ: Irvine, CA, United StatesReported employees: 1-10 | Irvine, CA, United States | 1-10 | Exact match | 5 contacts → |
“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.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Heritage Capital Strategies, INCheritagecapitalstrategies.com HQ: Westlake Village, CA, United StatesReported employees: 1-10 | Westlake Village, CA, United States | 1-10 | Exact match | 5 contacts → |
“Heritage Capital Strategies is an independent financial services firm specializing in life insurance solutions for business owners, affluent families, key-executives, and family…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | GB Financial Group, INCgbfinancial.com HQ: Wellesley Hills, MA, United StatesReported employees: 1-10 | Wellesley Hills, MA, United States | 1-10 | Exact match | 5 contacts → |
“The GB Financial Group is a financial services firm specializing in wealth preservation and wealth transfer solutions for the affluent client.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Acumen Insurance Solutionsacumeninsurancesolutions.com HQ: Del Mar, CA, United StatesReported employees: 11-50 | Del Mar, CA, United States | 11-50 | Exact match | 4 contacts → |
“At Acumen, our team works diligently to solve estate planning, business succession, and executive retention issues for businesses, credit unions, families, and nonprofits using…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Tenzing Insurance Strategiestenzingins.com HQ: Needham, MA, United StatesReported employees: 1-10 | Needham, MA, United States | 1-10 | Exact match | 4 contacts → |
“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…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Insurance Consulting Services, INCicspdx.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 4 contacts → |
“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…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Jones Lowryjoneslowry.com HQ: West Palm Beach, FL, United StatesReported employees: 11-50 | West Palm Beach, FL, United States | 11-50 | Exact match | 4 contacts → |
“Jones Lowry is an independent life insurance planning firm with 40 years of experience in both domestic and international markets.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | David M. Jones And Associates INCdavidmjones.com HQ: Naples, United StatesReported employees: 1-10 | Naples, United States | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | Parq Advisors Insurance And Estate Planningparqadvisors.com HQ: Culver City, CA, United StatesReported employees: 11-50 | Culver City, CA, United States | 11-50 | Exact match | 4 contacts → |
“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…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 107 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Second-to-die insurance providers: dataset insights
September 17, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
106 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 17, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for second-to-die insurance providers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many second-to-die insurance providers did RevenueBase find based in the United States?
The saved snapshot records 107 matching company records, 814 tracked contacts and 300 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 17, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Cite this list
RevenueBase Data Team. Top 25 second-to-die insurance providers based in the United States. Snapshot: September 17, 2026. https://revenuebase.ai/companies/second-to-die-insurance-providers/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
- Real estate companies based in the United States