Insurance Agency Seeking Loan in Valrico, United States

- Company specializing in providing comprehensive insurance services, financial planning, retirement income strategies, and tax minimization strategies.

- Has a diverse client base including main street clients, high net worth clients, ultra-high net worth clients, government entities, and clients in the sports and entertainment industry.

- Partnered with top carriers in the insurance and financial industries in order to offer the most effective products and the best solutions for the clients.

- Revenue model is by sale of various insurance policies and charging on a per service basis for other financial advisory services.

- The company is now planning to venture into real estate development by acquiring commercial real estate projects in the hospitality sector, aiming to generate additional revenue through renting out these establishments, thereby diversifying its revenue streams.

- Financial projections indicate an expected break-even period within 3 to 7 years, with a predicted minimum return on investment of 15% to 20% or more by the conclusion of the financing period.

- The company is currently seeking a $100 million USD loan or funding opportunity to support its real estate development plans, business expansion, and working capital requirements, with the intention of securing funding from global investors and lenders.

- The company holds active licenses from the Florida Department of Financial Services and is authorized to operate in the insurance and financial services sectors in Georgia, California, and Arkansas.

- In addition to 38 permanent employees, there are additionally 4 part-time employees.

- The promoter has 25 years of professional expertise in the insurance, financial, and business industries.

Services - Insurance services, financial planning, retirement income strategies, and tax minimization strategies.

Client base includes main street clients, high net worth clients, ultra-high net worth clients, government entities, and clients in the sports and entertainment industry.

Now planning to venture into real estate development by acquiring commercial real estate projects in the hospitality sector.

Physical assets include existing own office property and office assets such as tech equipment, furniture, interiors etc.

Own facility - secure one story building with multiple offices, located in Florida.

Business is self-funded.

No outstanding loans.

Sole proprietorship business.