Strong Family Financial

What Strong Family Financial does

Strong Family Financial, LLC is a private, founder-owned insurance marketing organization headquartered in Jenks, Oklahoma, founded in 2005 by Jamie and Bridget Strong. The firm operates as a multi-carrier insurance brokerage and distribution platform targeting senior consumers in Northeastern Oklahoma and the broader Bible Belt region, with insurance licensure in five US states. Its product portfolio spans Medicare Supplement (Medigap), Life Insurance (Whole, Universal, Term, Final Expense), Fixed Index Annuities, Long Term Care, Cancer Insurance, and Hospital Indemnity, supplemented by an estate planning module branded StrongWealth Services that delivers Wills, Revocable Living Trusts, Testamentary Trusts, Special Needs Trusts, and Irrevocable Life Insurance Trusts. The firm distributes these products through an independent agent network of approximately 20 named producers backed by a total headcount of 51-100 employees, with real-time lead delivery via smartphone from direct mail, internet lead generation, and agent websites integrated with social media marketing.

The underlying technology stack is conventional for an insurance brokerage: a proprietary real-time lead management system that pushes inbound leads to agents' smartphones; customized product presentation software used during sales interactions; agent-branded websites integrated with social media marketing; and Google Analytics with Demographics and Interest Reporting for digital marketing optimization. The firm has no public-facing API or SDK, no mobile application, and no disclosed AI/ML capabilities. The proprietary intellectual property is concentrated in a multi-tier agent training program covering prospecting, field training, webinar training, and advanced selling skills, paired with stringent character-based hiring.

Revenue is generated through three streams: front-line insurance sales commissions on policies sourced from 17+ carrier partners including Humana, Nationwide, Aetna, UnitedHealthcare (AARP), Mutual of Omaha, Allianz, Athene, and Symetra; recurring residual renewal commissions that can extend for the life of a policy and stack over time as the agent's book grows; and agency management overrides earned by senior agents on the production of agents they recruit and oversee. Pricing is quote-based and not publicly disclosed, varying by age, health, coverage amount, and carrier, with customers requesting custom pricing via phone or online Request-a-Quote forms. The firm is bootstrapped with no institutional capital, no disclosed funding history, and no M&A activity.

Name

Strong Family Financial

Legal name

Strong Family Financial, LLC

Website

https://strongfamilyfinancial.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

51–100 employees

Short description

Strong Family Financial is a privately held, multi-carrier insurance brokerage in Jenks, Oklahoma, distributing Medicare Supplement, Life, Annuity, Long Term Care, and supplemental health products to senior consumers across five US states through an independent agent network, with an affiliated StrongWealth Services estate planning division.

Ownership category

akta.pro rank

Product category

Senior Insurance Brokerage

NAICS

Insurance Agencies and Brokerages (524210), Trusts, Estates, and Agency Accounts (52592)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Risk Management & Insurance Advisory for Families (FSAAADAK)

akta.pro secondary industry

Personal & Family Trust Services (FSAAANAA)

Keywords

• Senior insurance brokerage
• Medicare supplement plans
• Retirement income planning
• Life insurance products
• Fixed index annuities

Headquarters

HQ city

Jenks

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Others

Revenue model

1. Insurance Sales Commissions: Primary revenue stream generated through commissions earned on sale of insurance products (Life, Medicare Supplement, Annuities, Cancer, Hospital Indemnity, Long Term Care) from multiple carriers. Top agents earn $150,000+ in commissions. Generous first-year and renewal compensation.
2. Renewal Commissions: Recurring residual income from insurance policy renewals that can last anywhere from 12 months to the entire life of the policy. Renewals stack over time, increasing agent income as their book of business grows.
3. Agency Management Overrides: Management-level agents earn override commissions on the production of agents they recruit and oversee. Six-figure management opportunities with aggressive vesting schedule.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels8 records

Core offering

Strong Family Financial, LLC is an independent multi-carrier insurance agency that sells Medicare Supplement (Medigap), Life Insurance, Fixed Index Annuities, Long Term Care, Cancer Insurance, and Hospital Indemnity policies to seniors, sourced from a panel of A-rated partner carriers. Layered on top is an estate-planning module branded StrongWealth Services that provides Wills and various Trusts, bundled into a Retirement Planning offering that ties annuity growth, long-term care protection, and estate planning together for each client.

Product overview

Strong Family Financial, LLC is a senior-focused insurance agency (founded 2005 by Jamie and Bridget Strong in Jenks, Oklahoma) that operates as a multi-carrier distribution platform rather than a single product. Its core offering is a portfolio of insurance and retirement products — Medicare Supplement (Medigap), Life Insurance (Whole, Universal, Term, Final Expense), Fixed Index Annuities, Long Term Care, Cancer Insurance, and Hospital Indemnity — sourced from a panel of A-rated partner carriers including Humana, Nationwide, Aetna, United Healthcare (AARP), Mutual of Omaha, Sentinel, Royal Neighbors, Oxford, Nassau, Capitol Life, Athene, Allianz, AHL, Ameritas, Symetra, and United of Omaha. Layered on top of the insurance portfolio is an estate-planning module branded StrongWealth Services, which provides Wills and Trusts (Revocable Living Trust, Testamentary Trust, Special Needs Trust, Irrevocable Life Insurance Trust). The pieces are bundled into a Retirement Planning offering that ties annuity growth, long-term care protection, and estate planning together for each client.

Differentiator

Problem solved

Functional benefit

Brands

• StrongWealth Services: Estate planning, wills, revocable living trusts, testamentary trusts, special needs trusts, and irrevocable life insurance trusts management division.

Products and services

• Medicare Supplement Insurance (Medigap) Private Medigap policies that supplement Original Medicare by paying copayments, coinsurance, and deductibles, sourced from partner carriers such as Humana, Aetna, UnitedHealthcare (AARP), and Mutual of Omaha, and sold to senior consumers.
• Life Insurance Multi-line life insurance offerings including Whole Life, Universal Life, Term Life, and Final Expense policies, sourced from carriers such as Sentinel, Royal Neighbors, Oxford, Nassau, Mutual of Omaha, Capitol Life, Athene, Allianz, AHL, and Ameritas, sold to individuals and seniors.
• Fixed Index Annuities Tax-deferred annuity contracts — Fixed, Lifetime Income, and Hybrid varieties — designed to accumulate retirement assets and produce guaranteed lifetime income, distributed through partner carriers.
• Long Term Care Insurance Long Term Care policies covering nursing home, assisted living, and in-home custodial care services for activities of daily living, including optional LTC riders on life insurance and annuity contracts, sold to seniors and pre-retirees.
• Cancer Insurance Cancer-specific insurance that pays a fixed benefit upon diagnosis to cover non-medical costs (transportation, lodging, lost wages) that major medical insurance typically does not reimburse, sold to individuals and seniors.
• Hospital Indemnity Supplemental hospital indemnity plans that pay a fixed daily benefit per day of hospitalization, regardless of actual hospital charges, to cover out-of-pocket and non-covered expenses for the insured.
• Wills and Trusts (StrongWealth Services) Estate planning services delivered through the StrongWealth Services division, covering Wills, Revocable Living Trusts, Testamentary Trusts, Special Needs Trusts, and Irrevocable Life Insurance Trusts, with trust management, custody, and recordkeeping for senior clients.
• Retirement Planning A bundled retirement-planning offering that combines Fixed Index Annuities, Long Term Care, and Wills and Trusts services to help seniors grow and protect retirement assets, delivered through Strong Family Financial agents.

Quantifiable outcome

• Agents earning $150,000+ in commissions at the top end of the producer force
• +2 more outcomes

Named customers6 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

20 partnerships are on record, tiered core and minor.

• HumanacoreChannel Partner/ Reseller/ DistributorHumana is featured as a carrier partner on the Strong Family Financial website logo bar. Strong Family sells Humana insurance products (including Medicare-related plans) to its senior clients as part of its multi-carrier brokerage offering.
• NationwidecoreChannel Partner/ Reseller/ DistributorNationwide is featured as a carrier partner on the Strong Family Financial website logo bar. Strong Family distributes Nationwide insurance products to its senior market clients.
• United National Life (UNL)coreChannel Partner/ Reseller/ DistributorUnited National Life is featured as a carrier partner on the Strong Family Financial website logo bar. UNL's In-home short term care policy is also specifically referenced in a blog post as a recommended product offering.
• AetnacoreChannel Partner/ Reseller/ DistributorAetna is featured as a carrier partner on the Strong Family Financial website logo bar. Aetna is also referenced in the Medicaid expansion blog as one of the Managed Care Organizations serving as a Medicaid mediator.
• United of OmahacoreChannel Partner/ Reseller/ DistributorUnited of Omaha is featured as a carrier partner on the Strong Family Financial website logo bar. Strong Family distributes United of Omaha life insurance and Medicare products.
• SentinelminorChannel Partner/ Reseller/ DistributorSentinel is featured as a carrier partner on the Strong Family Financial website logo bar.
• Royal Neighbors of AmericaminorChannel Partner/ Reseller/ DistributorRoyal Neighbors is featured as a carrier partner on the Strong Family Financial website logo bar.
• OxfordminorChannel Partner/ Reseller/ DistributorOxford is featured as a carrier partner on the Strong Family Financial website logo bar.
• NassauminorChannel Partner/ Reseller/ DistributorNassau is featured as a carrier partner on the Strong Family Financial website logo bar.
• Mutual of OmahacoreChannel Partner/ Reseller/ DistributorMutual of Omaha is featured as a carrier partner on the Strong Family Financial website logo bar. Also referenced in the 'Do I Need an Agent?' blog post to illustrate the difference between dedicated single-carrier agents and independent brokers like Strong Family.
• Capitol LifeminorChannel Partner/ Reseller/ DistributorCapitol Life is featured as a carrier partner on the Strong Family Financial website logo bar.
• AtheneminorChannel Partner/ Reseller/ DistributorAthene is featured as a carrier partner on the Strong Family Financial website logo bar; Athene is a well-known provider of fixed index annuities that align with Strong Family's retirement income product line.
• AllianzcoreChannel Partner/ Reseller/ DistributorAllianz is featured as a carrier partner on the Strong Family Financial website logo bar. Allianz is a Fortune 500 financial services company.
• American Home Life (AHL)minorChannel Partner/ Reseller/ DistributorAmerican Home Life (AHL) is featured as a carrier partner on the Strong Family Financial website logo bar.
• UnitedHealthcare (AARP)coreChannel Partner/ Reseller/ DistributorUnitedHealthcare (AARP-branded products) is featured as a carrier partner on the Strong Family Financial website logo bar. Strong Family distributes UnitedHealthcare Medicare and supplemental products.
• AmeritasminorChannel Partner/ Reseller/ DistributorAmeritas is featured as a carrier partner on the Strong Family Financial website logo bar.
• SymetraminorChannel Partner/ Reseller/ DistributorSymetra is featured as a carrier partner on the Strong Family Financial website logo bar. Symetra is known for fixed indexed annuities and life insurance.
• CenteneminorChannel Partner/ Reseller/ DistributorCentene is referenced in the Medicaid expansion blog as one of the Managed Care Organizations that serve as Medicaid program mediators and is also highlighted as a recommended insurance stock in the 'Insurance as an Investment' blog.
• WellCareminorChannel Partner/ Reseller/ DistributorWellCare is referenced in the Medicaid expansion blog as one of the Managed Care Organizations serving as a Medicaid program mediator for state Medicaid programs.
• Better Business Bureau (BBB)minorStrategic or Co-development PartnerBetter Business Bureau: Strong Family Financial, LLC is BBB Accredited (Jenks, OK profile) and displays the BBB Accredited logo in the website footer as a trust signal and credential.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Humana: Fortune 100 health insurer and major Medicare Advantage/Supplement carrier, also one of Strong Family's core carrier partners. Comparable product portfolio (Medicare, life via subsidiary, pharmacy); serves as both competitor (direct-to-consumer) and supply source.
• New York Life: Mutual insurance company with a large captive agent network selling life, long-term care, and retirement products. Comparable product mix (life, LTC, annuities) and agent-led distribution model, but at vastly larger scale.
• Bankers Life: Large, established insurance distribution company (CNO Financial) focused on middle-income Americans approaching or in retirement. Comparable senior-market focus, agent-led distribution, and product breadth across Medicare Supplement, life, and annuities, but at national scale and owned by a public parent.
• Mutual of Omaha: Insurance and financial services carrier offering Medicare Supplement, life, and retirement products. Strong Family partner carrier; comparable as a senior-market insurance provider with broad distribution.
• Aetna (CVS Health): Major health insurer (and CVS Health subsidiary) offering Medicare Advantage, Supplement, and prescription drug plans. Strong Family partner carrier; comparable as a Medicare product supplier.

Direct peers

• eHealth: Online health insurance marketplace selling Medicare, individual/family health, and ancillary products from multiple carriers. Comparable in carrier-agnostic broker positioning, but at much larger scale and primarily digital-first.
• Policygenius: Digital insurance broker distributing life, disability, and home/auto insurance from multiple carriers. Comparable as a multi-carrier broker with agent-assisted online lead capture, though Strong Family is more senior-focused.
• SelectQuote: Public, senior-focused multi-carrier insurance brokerage that sells Medicare Supplement, Medicare Advantage, life, and annuity products via telephone and digital channels. Most direct comparable by customer segment (seniors), product mix, and inside-sales distribution model.
• Senior Market Sales: Senior-focused insurance marketing organization and brokerage distributing Medicare, life, and final expense products from multiple carriers via an independent agent network. Closest peer by size and structure: similar IMO/agency model, multi-carrier, agent-led, senior-focused.
• GoHealth: Medicare-focused insurance brokerage with a partner agent network distributing Medicare Advantage and Supplement plans from multiple carriers. Directly comparable in target demographic (Medicare-eligible seniors) and multi-carrier broker model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/strongfamilyfinancial
• LinkedInlinkedin.com/company/strong-family-financial

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Strong Family Financial