Brenda Lee Financial Services
- Company typePrivate
- Founded2014
- HeadquartersDacula, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Brenda Lee Financial Services firmographics
Firmographics- Name
- Brenda Lee Financial Services
- Legal name
- The Sudo Solutions
- Website
- https://brendalee360.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Brenda Lee Financial Services industry classification
Industry- Product category
- Insurance Brokerage Services
- NAICS
- Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242)
- SIC
- Insurance Agents, Brokers & Service (6411), Life Insurance (6311), Accident & Health Insurance (6321)
- akta.pro primary industry
- Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)
- akta.pro secondary industries
- Whole Life Insurance (FSAIABAA), Participating (Dividend) Whole Life Insurance (FSAIABAI)
Keywords
Where Brenda Lee Financial Services is headquartered
LocationHeadquarters
- HQ city
- Dacula
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Brenda Lee Financial Services business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Others
Revenue model
- Insurance Commissions: The company operates as an insurance agency earning commissions on insurance products sold including whole life insurance, term life insurance, Indexed Universal Life (IUL), retirement planning products (annuities, 401(k) rollovers, IRA rollovers), Medicare plans, cancer insurance, and dental plans.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Other | Customized insurance solutions with personalized pricing |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Brenda Lee Financial Services product offering
Product offeringCore offering
Brenda Lee Financial Services is an independent insurance agency that distributes and advises on life insurance products (whole life, term life, Indexed Universal Life, final expense coverage), retirement planning solutions (401(k)/IRA rollovers, individual and business annuities, group/employee benefits), and health supplemental coverage (Medicare Advantage, Medigap, cancer insurance, dental insurance). The agency delivers personalized, one-on-one consultations and earns commissions on insurance products placed with carriers. Services are licensed and offered across four states: Georgia, Texas, North Carolina, and South Carolina.
Product overview
Brenda Lee Financial Services is a financial services firm offering a comprehensive portfolio of insurance and retirement planning products. The core offering spans three main service categories: Life Insurance (including Whole Life Insurance, Term Life Insurance, Indexed Universal Life for Adults and Children, and Final Expense & Pre-Planning), Retirement & Financial Planning (featuring 401(k) & IRA Rollovers, Individual and Business Annuities, and Group and Employee Benefits), and Health & Supplemental Coverage (including Medicare, Medicare Advantage & Medigap, Cancer Insurance Plans, and Dental Insurance). The company operates across Georgia, Texas, North Carolina, and South Carolina, providing personalized insurance solutions to individuals, families, and businesses.
Differentiator
Problem solved
Functional benefit
Products and services
- Whole Life Insurance
Companies that use Brenda Lee Financial Services
Customer profileNamed customers5 records
Segments3 records
Ideal customer profiles3 records
Brenda Lee Financial Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Brenda Lee Financial Services partnerships and signals
Strategic signalScale indicators1 record
Recent moves4 records
Expansion highlights4 records
Brenda Lee Financial Services competitors and assessment
Company assessmentBroad incumbents
- MassMutual: Mutual life insurer with career-agent distribution offering whole life, universal life, disability income, and retirement products. Comparable product mix and agent-driven distribution model covering life and retirement planning.
- Allstate: Personal-lines insurer with an exclusive local agent network offering life, home, and auto. Comparable captive-agent distribution framework even though Allstate's primary footprint is property/casualty.
- State Farm: Largest US personal-lines insurer with a captive local-agent distribution model selling life, health, auto, and home coverage. State Farm's agent network competes directly with Brenda Lee's high-touch, neighborhood-based approach across overlapping geographies.
- Edward Jones: Financial advisory network offering retirement planning, annuities, and life insurance through local branch advisors. Comparable face-to-face financial planning model that bundles insurance with retirement/investment solutions for individuals.
- Transamerica: Insurance and financial services carrier distributing life insurance, annuities, and retirement solutions through agents and third-party platforms. Comparable annuities, IUL, and retirement-planning portfolio delivered through independent agent channels.
- Northwestern Mutual: Financial services firm offering life insurance, disability income, and retirement planning through career advisors. Closely comparable to Brenda Lee's 360-degree planning approach combining life insurance with retirement and income solutions.
- New York Life: Mutual life insurer distributing whole life, term life, IUL, and annuities through career agents and financial advisors. Comparable because both deliver life insurance plus retirement income products via a relationship-based advisor model.
Emerging players
- Haven Life: Direct-to-consumer term life insurer using a fully digital application and underwriting experience backed by MassMutual. Relevant as a competing distribution channel that bypasses local agents for the term life products Brenda Lee sells.
Direct peers
- Primerica: Sells term life, mutual funds, and debt-elimination products to middle-income families through a large independent salesforce. Directly comparable independent-agent model focused on term life and retirement/annuity products for working families.
- Bankers Life: Specializes in supplemental health (Medicare Supplement, cancer, dental) and small life insurance for pre-retirees and retirees via a field-agent model. Highly comparable given Brenda Lee's primary Medicare-eligible segment and supplemental health emphasis.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Brenda Lee Financial Services social profiles
Digital presenceBrenda Lee Financial Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Brenda Lee Financial Services leadership team
Management profileNumber of profiles
Profiles1 record
Brenda Lee Financial Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Brenda Lee Financial Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Brenda Lee Financial Services
What does Brenda Lee Financial Services do?
Brenda Lee Financial Services is an independent insurance agency that distributes and advises on life insurance products (whole life, term life, Indexed Universal Life, final expense coverage), retirement planning solutions (401(k)/IRA rollovers, individual and business annuities, group/employee benefits), and health supplemental coverage (Medicare Advantage, Medigap, cancer insurance, dental insurance). The agency delivers personalized, one-on-one consultations and earns commissions on insurance products placed with carriers. Services are licensed and offered across four states: Georgia, Texas, North Carolina, and South Carolina.
Is Brenda Lee Financial Services a public or private company?
Brenda Lee Financial Services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Brenda Lee Financial Services founded?
Brenda Lee Financial Services was founded in 2014. It employs 1 to 10 people.
Where is Brenda Lee Financial Services based?
Brenda Lee Financial Services is headquartered in Dacula, United States, in the North America region.
How does Brenda Lee Financial Services make money?
One revenue line is on record: insurance Commissions.
Who are Brenda Lee Financial Services's main competitors?
Broad incumbents on record are MassMutual, Allstate, State Farm, Edward Jones, Transamerica, Northwestern Mutual and New York Life. Haven Life is listed as an emerging player. Direct peers are Primerica and Bankers Life.
Does Brenda Lee Financial Services have an API?
No public API is recorded for Brenda Lee Financial Services.
What industry is Brenda Lee Financial Services in?
Brenda Lee Financial Services's product category is Insurance Brokerage Services. Its primary akta.pro industry code is FSAEABAH, Annuity & Insurance-Based Retirement Solutions Advisory, with a secondary code of FSAIABAA, Whole Life Insurance. Its NAICS code is 52421 and its SIC code is 6411.