Leisman Insurance Agency

Name

Leisman Insurance Agency

Legal name

Leisman Insurance Agency, Inc.

Website

https://leismaninsuranceagency.com

Company type

Private

Founded year

1972

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Insurance Services

NAICS

Insurance Agencies and Brokerages (524210), Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

Insurance Agents, Brokers & Service (6411), Life Insurance (6311)

akta.pro industry

PRIMARYFSAAACAI

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions)

Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

SECONDARYFSAIABAB

Universal Life (UL) Insurance

Financial & Insurance/Insurance — Life & Health/Whole & Universal Life Insurance

Keywords

• Life insurance
• Estate planning
• Long-term care insurance
• Retirement annuities
• Wealth transfer solutions

Headquarters

HQ city

Waltham

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Insurance Commissions: As an independent insurance agency licensed to sell insurance through New York Life Insurance Company and various other independent insurance companies, the agency earns commissions on insurance products sold including life insurance, long-term care insurance, annuities, and other financial products. The agency also has established relationships with other carriers to supply disability income insurance and health insurance products.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Leisman Insurance Agency is an independent insurance agency that sells life insurance, long-term care insurance, retirement income annuities, disability income insurance, and individual and group health insurance. Its work is purpose-built for estate and business planning for high-net-worth families and individuals, including wealth preservation, business succession, and charitable giving strategies, delivered through a three-step consultative process of learning client goals, prioritizing objectives, and recommending tailored insurance and financial products.

Product overview

Leisman Insurance Agency is an independent insurance agency that offers a portfolio of insurance and financial products focused on estate and business planning for high-net-worth families and individuals. The agency provides four core products: Life Insurance (including whole life policies with cash value features), Long-Term Care Insurance, Retirement Income Annuities (both immediate and tax-deferred fixed annuities), and Other Products including disability income and health insurance sourced through carrier partnerships. The agency operates as an advisory firm that follows a three-step process: learning client goals, prioritizing objectives, and recommending appropriate insurance and financial products.

Differentiator

Problem solved

Functional benefit

Products and services

• Life Insurance Life insurance products providing family lifestyle and future protection, including whole life policies whose cash value can be accessed via policy loans and partial surrenders to supplement retirement income or support estate, business succession, and charitable giving plans. Targeted at high-net-worth families and individuals engaged in estate and business planning.
• Long-Term Care Insurance Long-term care insurance that helps protect future plans and preserve assets for individuals or family members requiring assistance with daily living activities. Designed for clients focused on wealth preservation and lifestyle protection.
• Retirement Income Annuities Guaranteed lifetime income annuity products including immediate annuities that pay income right away and tax-deferred fixed annuities that allow money to accumulate until needed, providing steady income for life. Targeted at clients planning retirement income and wealth preservation.
• Disability Income Insurance Insurance products that replace income lost due to disability, supplied through the agency's established relationships with other carriers not affiliated with New York Life.
• Individual and Group Health Insurance Health insurance products for individuals and groups, supplied through affiliated carriers not affiliated with New York Life.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and supporting.

• New York Life Insurance CompanycoreChannel Partner/ Reseller/ DistributorLeisman Insurance Agency is an independent agency licensed to sell insurance through New York Life Insurance Company. The agency operates independently from New York Life and is not owned or operated by New York Life or any affiliates. The partnership allows the agency to offer New York Life's insurance and annuity products to their high-net-worth clients.
• Various Independent Insurance CompaniessupportingChannel Partner/ Reseller/ DistributorThe agency has established relationships with other carriers to supply information on disability income insurance as well as individual and group health insurance products. These partnerships enable the agency to offer a broader range of products not available through New York Life alone.
• The Nautilus Group (Service of New York Life)supportingStrategic or Co-development PartnerThe Nautilus Group is an exclusive membership resource accessible to approximately 200 experienced insurance and financial industry leaders committed to team planning. They provide consultative services and technical case design supporting estate, business, charitable, insurance and retirement strategies. Leisman Insurance Agency benefits from this partnership to access sophisticated planning strategies and customized case analyses.

Scale indicators1 record

Recent moves5 records

Expansion highlights3 records

Broad incumbents

• NFP (an Aon company):
• Northwestern Mutual: Northwestern Mutual operates a large captive career-agent system selling life insurance, disability income, and annuities with a strong focus on holistic financial planning for individuals and business owners. Highly comparable to Leisman's HNW estate and business planning orientation, though at vastly greater scale.
• Cambridge Investment Research: Cambridge is one of the largest independent broker-dealers, enabling advisors to deliver insurance, retirement, and wealth solutions to HNW households. Comparable multi-carrier, advisor-led distribution model.
• Cetera Financial Group: Cetera is an independent broker-dealer supporting thousands of financial advisors serving HNW individuals with insurance, annuities, and wealth solutions. Comparable multi-carrier distribution model and HNW client focus.
• Prudential Financial: Prudential Advisors distributes life insurance, retirement, and investment products through a national advisor network serving HNW individuals and business planning clients. Comparable product breadth and HNW planning orientation.
• Lincoln Financial Advisors: Lincoln Financial Advisors distributes life insurance, annuities, and wealth management through financial advisors targeting HNW individuals and business owners. Comparable carrier-affiliated distribution model and HNW planning focus.
• Creative Planning: Creative Planning is a large RIA serving HNW and ultra-HNW clients with integrated financial planning, including insurance solutions. Comparable high-net-worth planning focus and integrated insurance offerings.
• Guardian Life Insurance: Guardian operates a career agency and financial advisor distribution selling life, disability, annuities, and wealth management to HNW households and businesses. Comparable captive agency model and product mix.
• MassMutual: MassMutual runs a general agency and financial advisor network distributing life insurance, disability, annuities, and wealth management products to individuals and businesses. Direct analog to Leisman's independent-agency-plus-NYL-affiliation model for HNW clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/leisman-insurance-agency-inc.

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

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 Leisman Insurance Agency