What Mathis Financial does

Mathis Financial Corporation is a private, founder-owned financial services agency founded in 2013 by Jason Mathis and Olga Mathis, headquartered in Sunrise, Florida, with an additional office in Georgia. The firm serves individuals, couples, and families across the US — including retirees and Medicare-eligible consumers — through a bundled offering of estate planning, life insurance, annuities, Medicare advisory, and financial advisory services delivered in English and Spanish.

The firm's product surface is anchored by an estate planning platform built around the eStatePlan™ Dynamic Trust Portfolio, developed and operated in partnership with Integrated Trust Systems (founded 1985), which provides a digital Client Console enabling 24/7 document creation, management, and secure encrypted storage. Trust administration is delivered through Crawford Trust Company in Nevada. Insurance product breadth (life, annuities, Medicare-related coverage) is fulfilled through a network of 40+ top-rated carriers including Transamerica, CoreBridge, F&G, NLG, Nassau, American Amicable, and others. Financial advisory services are delivered via referral-style partnership with Integrity Advisory Solutions.

Revenue is generated through insurance commissions on life and annuity products, advisory fees tied to the Integrity partnership, fees on estate planning documents, and Medicare advisory commissions. Customer acquisition is event-driven: regular in-person Wills & Living Trust seminars are held at public libraries and community venues in Florida and nationally, with free consultations offered as the conversion mechanism. The firm is BBB accredited, operates with bilingual (English/Spanish) certified estate planners, and markets a proprietary "90 in 90 FORMula™" process targeting completion of an estate plan within 90 days.

Name

Mathis Financial

Legal name

Mathis Financial Corporation

Website

https://estateplan.vip

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Mathis Financial Corporation is a founder-owned financial services agency serving individuals, couples, and families in the US with estate planning, life insurance, annuities, Medicare advisory, and financial advisory services delivered through a digital platform and bilingual certified estate planners.

Ownership category

akta.pro rank

Product category

Estate Planning Services

NAICS

Finance and Insurance (52), Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (525920)

SIC

Insurance Agents, Brokers & Service (6411), Investment Advice (6282), Accident & Health Insurance (6321)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Retirement Income Planning & Decumulation Advisory (FSAEABAD), Retirement Planning & Long-Term Financial Planning Tools (FSAGADAI), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Estate planning services
• Life insurance products
• Annuity products
• Financial advisory services
• Medicare planning

Headquarters

HQ city

Sunrise

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Insurance Products (Life Insurance, Annuities, Medicare): Revenue generated through commissions on sale of life insurance products (term life, whole life, indexed universal life, final expense, mortgage protection, split dollar agreements, premium finance) and annuity products (fixed, fixed index, variable, immediate, deferred, long-term care annuities). The company works with 40+ insurance carriers.
2. Financial Advisory Services (through Integrity Advisory Solutions): Revenue from financial advisory services including portfolio management, financial planning, retirement planning, tax-efficient strategies, investing consulting, and risk assessment & management, delivered through partnership with Integrity Advisory Solutions.
3. Estate Planning Services: Comprehensive estate planning services including asset preservation, tax mitigation, risk mitigation, business planning, wealth management, special needs trusts, and charitable trusts, offered through the company's digital platform and network of attorneys and advisors.
4. Medicare Advisory Services: Medicare advisory services covering prescription drug coverage, supplemental insurance, Medicare Advantage plans, hospital indemnity, critical illness, dental, vision, hearing, and special needs plans.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Mathis Financial Corporation provides estate planning, insurance, and legacy-focused financial strategies to individuals, couples, and families. The company delivers comprehensive estate planning (living trusts, wills, asset preservation, tax mitigation), life insurance (term, whole, indexed universal, final expense, mortgage protection), annuities (fixed, fixed index, variable, immediate, deferred, long-term care), Medicare coverage, and financial advisory services (through Integrity Advisory Solutions). Services are supported by a digital estate planning platform with 24/7 document management and a network of 40+ insurance carriers.

Product overview

Mathis Financial Corporation offers a holistic suite of financial and estate planning services delivered through a digital platform. The core offerings include Estate Planning (with living trusts, wills, asset protection, and tax strategies), Life Insurance (final expense, term, whole, universal life), Annuities (fixed, index, variable for retirement income), Medicare coverage, and Financial Advisory through partnership with Integrity Advisory Solutions. The company operates The eStatePlan™ Dynamic Trust Portfolio in partnership with Integrated Trust Systems and Crawford Trust Company for trust administration. Services are available in English and Spanish, with an exclusive 90 in 90 FORMula™ process for expedited estate planning completion.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning Comprehensive estate planning service offering living trusts, wills, asset preservation, tax mitigation, risk mitigation, business planning, wealth management, special needs trusts, and charitable trusts to protect legacies and ensure wealth transfer to future generations. Targeted at individuals, couples, and families.
• Life Insurance Life insurance products providing financial protection including final expense, indexed universal life, term life, whole life, mortgage protection, split dollar agreements, and premium finance solutions. Offered to individuals and families through 40+ top-rated insurance carriers.
• Annuities Annuity products for retirement income including fixed annuities, fixed index annuities, variable annuities, immediate annuities, deferred annuities, and long-term care annuities. Targeted at retirees and adults planning retirement income.
• Medicare Medicare-related coverage including prescription drug coverage, supplemental insurance, Medicare Advantage Plans, hospital indemnity and critical illness plans, dental, vision and hearing plans, and special needs plans. Targeted at Medicare-eligible individuals.
• Financial Advisory (Integrity Advisory Solutions) Financial advisory services through partnership with Integrity Advisory Solutions including portfolio management, financial planning, investing consulting, retirement planning, tax-efficient strategies, risk assessment and management, and debt reduction and budgeting. Targeted at individuals and families seeking holistic financial guidance.

Quantifiable outcome

• 600+ families assisted per month since 2013
• +2 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Four partnerships are on record, tiered core.

• Integrated Trust SystemscoreTechnology or IntegrationFounded in 1985, Integrated Trust Systems (ITS) provides 24/7 online estate planning solutions nationwide through its Client Console platform. ITS launched The eStatePlan™ Dynamic Trust Portfolio in 2011, a fully digitized Nevada-based estate planning system. Mathis Financial Corporation uses ITS's platform and technology to deliver online estate planning services to clients via licensed attorneys and financial advisors.
• Integrity Advisory SolutionscoreStrategic or Co-development PartnerIntegrity Advisory Solutions is a premier financial advisory firm providing expert guidance on investment management, retirement planning, and financial strategies. Mathis Financial Corporation connects clients to Integrity Advisory Solutions for portfolio management, financial planning, retirement planning, tax-efficient strategies, investing consulting, and risk management services as part of a comprehensive financial planning offering.
• Crawford Trust CompanycoreImplementation/ SI/ Consulting PartnerHeadquartered in Dayton, Nevada, Crawford Trust Company administers trusts in accordance with trust documents, working with attorneys, CPAs, financial advisors, and insurance professionals, as well as directly with families. It serves as a Nevada trustee assisting domestic and international families with multigenerational succession planning by leveraging Nevada's strong trust and tax laws.
• Insurance Carrier Network (40+ carriers)coreChannel Partner/ Reseller/ DistributorMathis Financial Corporation works with over 40 top-rated insurance companies to offer a wide range of insurance and financial products. Partner carriers include FOR, MOO, Transamerica, CoreBridge, Medico Insurance Company, F&G, American Amicable, NorthAmericanLife, NLG, Nassau, and Royal Neighbors, among others. This carrier network enables the company to match diverse client needs with optimal products.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Trust & Will: Trust & Will is a direct-to-consumer digital estate planning platform that lets users create wills, living trusts, and related documents online—a functional substitute for part of Mathis Financial's estate planning service delivered through the eStatePlan™ console. It is a partial-overlap emerging competitor that competes for the same end-customer planning moment, though without the licensed advisor and insurance cross-sell motion.

Direct peers

• Primerica: Primerica is a multi-line insurance and financial services distributor that sells term life insurance, mutual funds, annuities, and other products through a large independent sales force to middle-income households—the same mass-affluent, household-focused customer Mathis Financial targets. Both rely on agent-led, education-driven client acquisition and carrier commission economics, making the business models closely aligned.
• World Financial Group (WFG): WFG is a financial services marketing organization that distributes life insurance, annuities, and investment products from multiple carriers through a national field force. It matches Mathis Financial's multi-carrier distribution model, household segmentation, and seminar/educational marketing approach with very similar commission-driven economics.
• Bankers Life: Bankers Life specializes in life insurance, long-term care, Medicare Supplement, and retirement planning for the middle-income pre-retiree and retiree segment—the exact demographic Mathis Financial serves through its Adults and Retirees and Medicare-Eligible segments. Both operate with a captive agent model delivering bundled insurance and retirement income solutions.

Broad incumbents

• LegalZoom: LegalZoom is a large online legal services platform offering wills, living trusts, business formation, and related legal documents to consumers and small businesses. It overlaps with the document-creation layer of Mathis Financial's estate planning service and represents the broad incumbent digital alternative for mass-market self-serve estate planning customers.
• AmeriLife: AmeriLife is a large national insurance distribution platform that partners with agents and agencies to deliver health, life, annuity, and retirement products from multiple carriers to middle-income and retiree households. Its multi-carrier, multi-product distribution model targeting similar demographics makes it a structural comparator to Mathis Financial's agency network, albeit at substantially larger scale.
• Transamerica: Transamerica is a top-tier life insurance, annuity, and retirement solutions provider whose products Mathis Financial explicitly distributes (listed as a partner carrier). As a major incumbent in the same product categories (term life, universal life, fixed and variable annuities), Transamerica is the upstream supply-side comparator and an alternative distribution channel for the same end clients.
• MassMutual: MassMutual is a major mutual insurance and financial services company offering life insurance, disability income, annuities, retirement plans, and wealth management. Its hybrid career-agent / multi-product financial advisory structure overlaps heavily with Mathis Financial's bundled offering, making it a natural broad incumbent comparison despite MassMutual's much larger balance sheet.
• Northwestern Mutual: Northwestern Mutual is a leading US provider of life insurance, disability income insurance, long-term care insurance, and investment/advisory services, primarily to professionals and mass-affluent households. It competes head-to-head with Mathis Financial in the bundled estate planning, life insurance, and financial advisory category, but at much greater scale and with captive advisors rather than a multi-carrier agency model.
• New York Life: New York Life is a major mutual life insurance carrier and one of the largest providers of life insurance, annuities, long-term care, and investment products in the US. While Mathis Financial distributes carriers like Transamerica and CoreBridge, New York Life is the broad incumbent reference point for the integrated life insurance + retirement + estate planning category Mathis competes in.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/TeamOlga
• LinkedInlinkedin.com/company/mathis-financial-corp
• Instagraminstagram.com/mathis_financial_corp

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 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 Mathis Financial