Niche Focus Independent insurance agency specializing in long term care insurance presents an opportunity to cross-sell related retirement planning and elder care services to individuals, couples, and small businesses seeking tailored LTC solutions.

Experienced Leadership Founder Maryglenn Boals brings 20+ years in healthcare and LTC planning, plus certifications and leadership awards, which can be leveraged in co-marketing, webinars, and thought leadership to establish credibility with target prospects.

Carrier Diversity Working with multiple top rated carriers enables competitive quotes; sales strategy can emphasize personalized comparisons and flexible benefit designs to capture clients migrating from incumbents or seeking better value.

Growth Readiness Revenue in the 10–25 million range with 2–10 employees signals scalability for channel partnerships, referral programs, and ally alignments with senior care firms, financial advisors, and community organizations.

Technology Utilization Current tech stack includes CRM and analytics tools; potential to deploy targeted outbound campaigns, digital education content, and marketing automation to accelerate lead generation and nurture LTC opportunities.