Sahlman Insurance Group
Sahlman Insurance Group is a Charlotte-based independent life insurance brokerage founded in 2020 that sells term, whole, universal, children's, accidental death, and annuity products directly to individuals and families through a network of 50+ independent agents.
- Company typePrivate
- Founded2020
- HeadquartersCharlotte, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Sahlman Insurance Group does
Sahlman Insurance Group is a privately held, independent life insurance and financial services brokerage founded in 2020 by Nate Sahlman and headquartered in Charlotte, North Carolina. The firm sells a portfolio of life insurance and retirement income products directly to individual consumers and families, including term life, whole life, universal life, children's whole life, accidental death insurance, and annuities; whole life final expense coverage is offered with rates starting at approximately $6.38 per month for applicants aged 40-89. Revenue is generated through commissions on policies placed by its agent force, with the company acting as a managing general agency that recruits, trains, and supports independent (1099) agents.
The go-to-market is sales-led and field-driven: licensed agents conduct direct-to-consumer outreach (including door-to-door, in-person, and remote interactions) across multiple US regions, while the company supplies leads, marketing assets, and licensing training. Operations are organized through a multi-tier hierarchy of district, regional, and national sales managers, supported by an advisory board that includes operators of seven-figure and eight-figure insurance agencies (Josh Sherrill, Garrett Sherrill) and Jordan Smith (President of Elevation Sales Coaching, Managing Partner at Integrity Marketing Group). The firm claims 70,000+ clients served cumulatively and a 50+ agent/professional team. Marketing is concentrated on LinkedIn, Facebook, YouTube, Instagram, Google reviews, and the company website, with no disclosed use of proprietary technology, AI/ML capabilities, or external funding.
Sahlman's strategic posture is that of a small, founder-controlled agency scaling through agent recruitment and product breadth rather than technology differentiation or capital-intensive expansion. The company is privately held, has no identified institutional investors or parent company, and operates from offices in Charlotte, New York, and Paris, with primary sales activity concentrated in the Southeast US and adjacent regions.
Sahlman Insurance Group firmographics
Firmographics- Name
- Sahlman Insurance Group
- Legal name
- Sahlman Insurance Group
- Website
- https://sahlmaninsgroup.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Sahlman Insurance Group is a Charlotte-based independent life insurance brokerage founded in 2020 that sells term, whole, universal, children's, accidental death, and annuity products directly to individuals and families through a network of 50+ independent agents.
- Ownership category
- akta.pro rank
Sahlman Insurance Group industry classification
Industry- Product category
- Life Insurance Brokerage
- NAICS
- Insurance Agencies and Brokerages (52421), Insurance Agencies and Brokerages (524210)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Retail (Personal Lines) Insurance Brokerage (FSAEADAA)
- akta.pro secondary industry
- Whole Life Insurance (FSAIABAA)
Keywords
Where Sahlman Insurance Group is headquartered
LocationHeadquarters
- HQ city
- Charlotte
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Sahlman Insurance Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure
Revenue model
- Insurance Commission Revenue: Sahlman Insurance Group generates revenue through commissions earned on insurance policies sold, including term life, whole life, universal life, children's whole life, accidental death, and annuity products. Agents earn commissions on each policy sold, with the company taking a portion as a managing agency.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Unit Pricing | Monthly | Whole Life Insurance - Budget-friendly rates for final expense coverage |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Sahlman Insurance Group product offering
Product offeringCore offering
Sahlman Insurance Group is an independent insurance brokerage that distributes life insurance and annuity products to individuals and families through a network of licensed field agents. Core offerings include Term Life, Whole Life, Universal Life, Children's Whole Life, Accidental Death Insurance, and Annuities, sold via direct and remote field agents across the US (with offices in Charlotte NC, New York, and Paris). Revenue is generated primarily through commissions on policies placed with underlying insurance carriers.
Product overview
Sahlman Insurance Group offers a portfolio of life insurance and financial services products designed for individuals and families. The core product suite includes Term Life Insurance (affordable coverage for specific periods), Whole Life Insurance (permanent coverage with fixed premiums for ages 40-89), Universal Life Insurance (flexible permanent coverage with adjustable payments), Children's Whole Life (permanent coverage for children with locked-in rates), Accidental Death Insurance (guaranteed protection for covered accidents), and Annuities (guaranteed retirement income with tax-deferred growth). These products work together to address various life stages and financial protection needs, from basic income replacement to retirement planning and legacy building.
Differentiator
Problem solved
Functional benefit
Products and services
- Term Life Insurance Affordable life insurance coverage for a specific period that helps protect families by replacing lost income in the event of a death. Designed for individuals and families seeking time-limited financial protection.
- Whole Life Insurance Permanent life insurance for people aged 40-89 that provides coverage for final expenses, with premiums that never increase, cash value accumulation, and guaranteed benefits. Priced starting at $6.38/month.
- Universal Life Insurance Permanent, flexible insurance coverage with adjustable premium payments and death benefit amounts, tax-advantaged cash value accumulation, and accelerated death benefits for terminal or chronic illness.
- Children's Whole Life Insurance Permanent life insurance coverage designed for children 14 days old to age 17, with premiums guaranteed to never increase and cash value that grows along with the child.
- Accidental Death Insurance Insurance providing financial support for loved ones if the insured dies in a covered accident, available for ages 18-70 with guaranteed protection.
- Annuities Retirement income products offering guaranteed lifetime income payments, tax-deferred growth, and flexible access to funds to address concerns about outliving savings.
Quantifiable outcome
- 70,000+ satisfied clients served
- +3 more outcomes
Companies that use Sahlman Insurance Group
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles3 records
Sahlman Insurance Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Sahlman Insurance Group partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered minor.
- Elevation Sales CoachingminorJordan Smith serves as President of Elevation Sales Coaching, a premier coaching firm specializing in final expense, life insurance, annuities, and Medicare products. Jordan is an advisory board member of Sahlman Insurance Group, providing sales optimization and agent training expertise.
- Integrity Marketing GroupminorJordan Smith serves as Managing Partner at Integrity Marketing Group, in addition to his role at Sahlman Insurance Group. Partnership provides access to marketing resources and industry connections for agent development.
- Sherrill Insurance GroupminorJosh Sherrill, advisory board member, runs Sherrill Insurance Group, an eight-figure insurance agency. With 20+ years experience, he has helped hundreds achieve six-figure incomes. Partnership provides mentorship and industry expertise.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
Sahlman Insurance Group competitors and assessment
Company assessmentDirect peers
- Primerica: Primerica is a large publicly traded direct-sales life insurance company that recruits independent representatives to sell term life, whole life, and investment products to middle-income families — the same customer segment and agent-based GTM that Sahlman uses.
- Family First Life: Family First Life is an IMO/agency that recruits independent agents to sell final expense, life insurance, and annuity products through a similar field/remote model, directly comparable to Sahlman's product mix and agent structure.
- Sherrill Insurance Group: Sherrill Insurance Group is run by Sahlman's advisory board member Josh Sherrill and is an eight-figure life insurance agency using the same independent-agent, multi-product (life, final expense, annuities) model.
- World Financial Network (World Insurance Associates): World Insurance Associates operates a multi-line insurance brokerage with significant life and annuity distribution; comparable as a peer agency with cross-sell focus and agent/channel-driven distribution to individuals and small businesses.
Broad incumbents
- Lincoln Financial Group: Lincoln Financial Group offers life insurance, annuities, and retirement products through independent advisors; comparable product portfolio and independent distribution channel.
- Transamerica: Transamerica is a large life insurance and annuity carrier that distributes through independent agents and IMOs; directly overlapping product mix (term, whole life, annuities) and an independent-agent distribution channel.
- New York Life Insurance Company: New York Life is a major mutual life insurer that distributes through a captive career-agent system selling term, whole, universal life, and annuities — overlapping product portfolio and agent-led GTM with Sahlman, but at massive scale.
- Integrity Marketing Group: Integrity Marketing Group is a large insurance distribution platform that partners with IMOs and agencies selling life, annuity, and Medicare products — directly relevant because Sahlman advisor Jordan Smith is a Managing Partner there.
- Mutual of Omaha: Mutual of Omaha is a long-standing insurer offering life insurance, annuities, and Medicare products distributed through independent agents, with a comparable final expense and retirement-income focus.
Emerging players
- F&G Annuities & Life: F&G is a focused life and annuity carrier that sells through independent agents and IMOs, with a product mix (annuities and indexed life) that overlaps Sahlman's retirement-income and universal life offerings.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat2 records
Key risks2 records
Key highlights7 records
Customer concentration
Sahlman Insurance Group social profiles
Digital presenceSahlman Insurance Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Sahlman Insurance Group leadership team
Management profileNumber of profiles
Profiles12 records
Sahlman Insurance Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Sahlman Insurance Group 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 Sahlman Insurance Group
What does Sahlman Insurance Group do?
Sahlman Insurance Group is an independent insurance brokerage that distributes life insurance and annuity products to individuals and families through a network of licensed field agents. Core offerings include Term Life, Whole Life, Universal Life, Children's Whole Life, Accidental Death Insurance, and Annuities, sold via direct and remote field agents across the US (with offices in Charlotte NC, New York, and Paris). Revenue is generated primarily through commissions on policies placed with underlying insurance carriers.
Is Sahlman Insurance Group a public or private company?
Sahlman Insurance Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Sahlman Insurance Group founded?
Sahlman Insurance Group was founded in 2020. It employs 11 to 50 people.
Where is Sahlman Insurance Group based?
Sahlman Insurance Group is headquartered in Charlotte, United States, in the North America region.
How does Sahlman Insurance Group make money?
One revenue line is on record: insurance Commission Revenue.
Who are Sahlman Insurance Group's main competitors?
Direct peers on record are Primerica, Family First Life, Sherrill Insurance Group and World Financial Network (World Insurance Associates). Broad incumbents are Lincoln Financial Group, Transamerica, New York Life Insurance Company, Integrity Marketing Group and Mutual of Omaha. F&G Annuities & Life is listed as an emerging player.
Does Sahlman Insurance Group have an API?
No public API is recorded for Sahlman Insurance Group.
What industry is Sahlman Insurance Group in?
Sahlman Insurance Group's product category is Life Insurance Brokerage. Its primary akta.pro industry code is FSAEADAA, Retail (Personal Lines) Insurance Brokerage, with a secondary code of FSAIABAA, Whole Life Insurance. Its NAICS code is 52421 and its SIC code is 6411.