What Trusted Advisors Network does

Trusted Advisors Network, LLC is a privately held Florida-based Brokerage General Agency (BGA) that provides financial advisors and agencies with a centralized platform to design, illustrate, underwrite, and distribute life, annuity, disability income (DI), long-term care (LTC), and group/voluntary insurance products. The company's core offering is the CHECKMATE Platform, implemented in 2004 as a 24-hour concierge service intended to reduce the cycle time required to design and underwrite insurance transactions relative to industry averages. The platform bundles agent-facing tools (eContracting via SuranceBay, eApp Drop Ticket via Applicint Express, Forms Engine, Secure File Upload, AML Training via Limra, Informal Inquiry), illustration tools (IXN-powered Online Term Quote and Winflex Web), and turnkey marketing programs (Insured Asset Conversion Trust, Check Your Term Life).

The company monetizes primarily through commissions earned on insurance products distributed through its affiliated advisor and agency network in the United States. Trusted Advisors supplements its agent distribution model with an ecosystem of affiliate partners including CPAs, tax preparers, P&C agencies, and health insurance consultants (e.g., Innovative Health Concepts, Himmelstein Financial & Associates) intended to drive cross-vertical client referrals. GTM is therefore a hybrid of sales-led direct agent onboarding and channel-partner-led affiliate flow. Operations are headquartered in Lake Worth, FL, with no disclosed headcount, funding, or revenue; the leadership team comprises a CMO, COO, Chief Underwriting Officer, and VP of Business Development. The technology stack is largely composed of third-party industry tools integrated rather than built in-house, and there is no disclosed AI/ML capability.

Name

Trusted Advisors Network

Legal name

Trusted Advisor Network, LLC

Website

https://trustedadvsr.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Trusted Advisors Network is a privately held Florida-based Brokerage General Agency that provides financial advisors and agencies with the CHECKMATE Platform, distribution support, and turnkey marketing programs for life, annuity, DI, and LTC insurance products across the United States.

Ownership category

akta.pro rank

Headquarters

HQ city

Lake Worth

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Insurance Product Distribution: The company operates as a Brokerage General Agency (BGA) providing a platform for financial advisors to access and sell life, annuity, DI, LTC insurance products, and group/voluntary products. Revenue is generated through commissions from insurance carriers on products sold through the platform.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Trusted Advisors Network operates as a Brokerage General Agency (BGA) platform that connects financial advisors and agencies with insurance carriers, providing marketing programs, case design, underwriting support, and access to life, annuity, DI, LTC, and group/voluntary insurance products. The CHECKMATE Platform, implemented in 2004, provides a 24-hour concierge service designed to reduce cycle time for designing and underwriting insurance transactions below industry averages.

Product overview

Trusted Advisors Network operates as a BGA/Brokerage Agency platform for financial advisors and agencies, offering a unified platform (CHECKMATE Platform) with integrated modules for the insurance sales lifecycle. The platform includes agent solutions tools (eContracting, eApp Drop Ticket, Forms Engine, Secure File Upload, AML Training, Informal Inquiry) for case submission and underwriting, illustration tools (New OnLine Term Quote powered by IXN, Winflex Web), and marketing programs (Insured Asset Conversion Trust, Check Your Term Life) for client acquisition. The CHECKMATE Platform serves as the central hub providing 24-hour concierge service, while complementary tools handle specific functions from quote generation through case completion.

Differentiator

Problem solved

Functional benefit

Products and services

• CHECKMATE Platform Core technology platform providing 24-hour concierge service for financial advisors and agencies, designed to decrease cycle time for designing and underwriting insurance transactions faster than industry averages.
• Insured Asset Conversion Trust (IACT) Turnkey marketing program offering a strategy to help retiree clients increase income, potentially reduce taxes, and pass assets to beneficiaries tax-free through a combination of two insurance/financial products.
• Check Your Term Life Turnkey marketing program providing a simple, no or low cost, easy-to-use term life insurance upgrade program that can be custom branded for individual agents and their clients.

Quantifiable outcome

• Decreased cycle time for designing and underwriting insurance transactions compared to industry averages

Segments4 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature3 records

Partnerships

Two partnerships are on record, tiered minor.

• Innovative Health ConceptsminorStrategic or Co-development PartnerHealth insurance consulting company providing business consulting expertise for small and mid-size businesses focusing on health insurance costs, employee benefits plans, and succession planning needs. Located at 60 Avon Meadow Lane, Box 1, Avon, CT 06001.
• Himmelstein Financial & AssociatesminorChannel Partner/ Reseller/ DistributorDistribution partner led by Paul Himmelstein (Owner-CEO) at 17 Mountain Avenue, Bloomfield, CT 06002. Represents Trusted Advisors Network products to their client base.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Direct peers

• Senior Market Sales: BGA specializing in life insurance, annuities, and health products for the senior market, supporting independent agents with carrier access and case management. Comparable product mix and advisor-focused BGA model.
• AmeriLife: Large insurance distribution company offering life, health, annuities, and retirement products through a national network of agents and BGAs. Comparable insurance distribution and advisor support model at scale.
• Ash Brokerage: Full-service BGA distributing life, disability, annuity, and long-term care products to financial advisors with case design and underwriting expertise. Directly comparable as a multi-line BGA serving independent advisors.
• Highland Capital Brokerage: Independent BGA providing financial advisors with life insurance, annuity, and long-term care solutions, plus case design and underwriting expertise. Directly comparable as a multi-line BGA serving independent advisors.
• CreativeOne: Independent BGA and financial services marketing organization serving insurance advisors with life, annuity, and wealth products. Comparable turnkey marketing and product distribution model.
• Integrity Marketing Group: One of the largest independent Brokerage General Agencies in the US, distributing life, health, annuities, and Medicare products through a national network of agents. Highly comparable BGA/insurance distribution model with multi-product shelf and agent support services.
• Brokers International: Insurance marketing organization and BGA providing life, annuity, health, and wealth products to independent agents and financial institutions. Directly comparable as a multi-product BGA with agent support services.
• Crump Life Insurance Services: Wholesale life insurance brokerage and BGA providing agents with life, disability, and annuity products, plus advanced case design and underwriting support. Comparable multi-line BGA distribution model.
• Simplicity Financial Marketing: Mid-size BGA focused on life insurance and annuities, providing independent advisors with carrier access, case design, and underwriting support. Closely mirrors Trusted Advisors Network's product mix and advisor support model.
• FMG (Financial Marketing Group): BGA and insurance marketing organization providing independent agents access to life, annuity, disability, and long-term care products with case design and underwriting support. Closely comparable BGA model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/atlantic-insurance-brokerage-corp

Compliance1 record

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 Trusted Advisors Network