Associated Life Brokerage

What Associated Life Brokerage does

Associated Life Brokerage is a privately held general agency founded in 2003 and headquartered in Bridgewater, New Jersey, that operates as an intermediary distributing life insurance, annuity, long-term care, and disability income products. Its functional role is to connect producers or clients with carrier contracts and case design expertise across these four core product categories, a standard general-agency model in the U.S. life and health insurance value chain. The firm is small, listed at 1-10 employees, and there is no public disclosure of carrier partnerships, producer count, premium volume, or geographic footprint beyond its Bridgewater base.

From a business-model standpoint, the firm almost certainly earns revenue through commissions and override/bonuses on placed business across the four product lines, with compensation varying by carrier and product type (life and annuity products typically generating first-year and renewal commissions, long-term care and disability income generating graded commissions). No pricing model, GTM breakdown, technology stack, app, API, or proprietary platform is disclosed in the available source material; the company's own website was inaccessible at the time of data collection, displaying only a verification/loading page. There is no evidence of funding history, M&A activity, leadership transitions, awards, certifications, patents, partnerships, or regulatory actions.

The data set is therefore thin: the only confirmed facts are the 2003 founding date, the 1-10 employee count, the for-profit private status, the Bridgewater, U.S. domicile, and the four product categories served. Any deeper analysis of carriers, producer relationships, technology, or AI capability is unsupported by the input and is treated as a data gap rather than inferred.

Name

Associated Life Brokerage

Website

https://associatedlifebrokerage.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

1–10 employees

Short description

Associated Life Brokerage is a privately held general agency, founded in 2003 and based in Bridgewater, New Jersey, that distributes life insurance, annuity, long-term care, and disability income products through a small team of one to ten employees.

Ownership category

akta.pro rank

Product category

Insurance Brokerage Services

NAICS

Insurance Agencies and Brokerages (52421), Insurance Agencies and Brokerages (524210), Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

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

akta.pro primary industry

Retail (Personal Lines) Insurance Brokerage (FSAEADAA)

akta.pro secondary industry

Individual Health Insurance Brokerage & Distribution (FSAIAEAL)

Keywords

• Life insurance brokerage
• Annuity products
• Long-term care insurance
• Disability income insurance
• Insurance general agency

Headquarters

HQ city

Bridgewater

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Core offering

Associated Life Brokerage is a general agency that handles life insurance, annuity, long-term care, and disability income needs. The firm acts as an intermediary connecting insurance producers with multiple carriers, supporting placement of these specific insurance product lines. It operates as a small private brokerage based in Bridgewater, United States.

Product overview

No product or service information available. The source content consists of a verification/waiting page with no product details.

Differentiator

Problem solved

Functional benefit

Products and services

• Life Insurance Brokerage General agency placement services for life insurance products, providing licensed insurance producers access to multiple carrier offerings.
• Annuity Brokerage General agency placement services for annuity products, supporting insurance producers in accessing multiple carriers' annuity contracts.
• Long-Term Care Insurance Brokerage General agency placement services for long-term care insurance, providing access to carriers offering LTC coverage.
• Disability Income Insurance Brokerage General agency placement services for disability income insurance, providing licensed producers access to multiple disability income carriers.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Expansion highlights1 record

Direct peers

• Highland Capital Brokerage: Life insurance BGA specializing in advanced-case life, annuity, and long-term care placements across multiple carriers — comparable specialty brokerage in the same product categories.
• M Financial Group: Member-owned consortium of independent life insurance agencies focused on life, disability, and long-term care — directly comparable multi-carrier brokerage consortium model.
• Crump Life Insurance Services: One of the largest U.S. life insurance Brokerage General Agencies, placing life, annuity, and disability business with multiple carriers — directly comparable to Associated Life Brokerage's general-agency distribution model.
• National Western Financial: Insurance marketing organization / general agency distributing life insurance and annuity products through independent producers — directly comparable general-agency structure.
• Ash Brokerage: Independent life insurance BGA offering life, annuity, long-term care, and disability solutions through contracted producers — same product mix and intermediary role as Associated Life Brokerage.
• Insurance Marketing Center: Independent life insurance brokerage general agency offering life, annuity, and disability solutions to producers — same BGA distribution role as the subject firm.

Broad incumbents

• Mutual of Omaha: Large established insurer offering life, disability, long-term care, and annuity products through career and independent agents — a major counterparty and broad incumbent in the same product lines the agency distributes.
• Prudential Financial: Large U.S. life, annuity, and group insurance carrier with both career and independent distribution — broad incumbent benchmark for the same product suite the subject firm brokers.
• Transamerica: Major life insurance and annuity carrier distributing through independent advisors — a broad incumbent whose products Associated Life Brokerage likely places and whose direct-distribution push is the principal structural risk to small BGAs.
• Lincoln Financial Group: Diversified life, annuity, and disability insurance carrier with extensive independent BGA distribution — relevant incumbent both as a potential carrier partner and as a competitive benchmark for distribution scale.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat2 records

Key risks4 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

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 Associated Life Brokerage