Financial strength Established revenue range of 250M to 500M and a long-standing presence since 1995 indicate a solid financial foothold. Target growth opportunities by offering advanced planning services, wealth protection, and scalable solutions for mid-market clients and high-net-worth individuals seeking legacy planning.

California focus Headquartered in Glendale, CA with a track record of insuring thousands of California families. Pursue expansion within local and regional networks, custom CA-specific insurance products, and partnerships with CA-based business owners and employee benefit programs.

TV and media reach CEO Paul Arakelyan’s weekly live TV shows have boosted brand visibility over the last decade. Leverage this media footprint to co-market with complementary financial services, run joint seminars, and generate inbound leads from viewers and local communities.

Holistic offerings Full-service financial planning with life and health insurance, targeting individuals, families, and business owners. Cross-sell opportunities exist for employee benefits, retirement planning, and business continuity packages to small and mid-sized enterprises.

Tech and engagement Adoption of Microsoft 365, Contact Form 7, Google Tag Manager, and other web tech indicates readiness for digital marketing and client onboarding. Propose enhanced client portals, digital underwriting support, and API-enabled data exchange to streamline policy sales and service for faster close rates.