Insights

Agent-focused Growth Position Advocate Financial as the go-to partner for independent agents and brokerages seeking superior support, training, and contract options to scale life, annuities, and Medicare offerings.

Medicare Lead Potential Leverage the company’s strength in Medicare products and its status as a top Medicare FMO to target carriers, ICs, and agencies looking to expand Medicare Advantage, Supplements, and drug plans.

Expansion Readiness Capitalize on their extensive network with hundreds of agents and 150+ institutions to offer scalable marketing services, workflow automation, and partner ecosystems that accelerate agency growth.

Competitive Positioning Highlight high value contracts, strong annuity rates, living benefit life insurance, and top carrier relationships to recruit agencies seeking favorable terms and differentiated products.

Tech-enabled Enablement Emphasize integration opportunities with their tech stack (Salesforce, Google Cloud, iCIMS, WordPress, Wix) to deliver lead management, onboarding optimization, and performance analytics for sales teams.

Similar companies to Advocate Financial Life & Health Brokerage

Advocate Financial Life & Health Brokerage Tech Stack

Advocate Financial Life & Health Brokerage uses 8 technology products and services including Google Ads, iCIMS, Weebly, and more. Explore Advocate Financial Life & Health Brokerage's tech stack below.

Advocate Financial Life & Health Brokerage's Email Address Formats

Advocate Financial Life & Health Brokerage uses at least 4 email formats:
Advocate Financial Life & Health Brokerage Email FormatsExamplePercentage
First.Last@myadvocatefinancial.comJohn.Doe@myadvocatefinancial.com
68%
First@myadvocatefinancial.comJohn@myadvocatefinancial.com
25%
Last@myadvocatefinancial.comDoe@myadvocatefinancial.com
5%
FirstLast@myadvocatefinancial.comJohnDoe@myadvocatefinancial.com
2%

Frequently Asked Questions

What is Advocate Financial Life & Health Brokerage's phone number?

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You can contact Advocate Financial Life & Health Brokerage's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Advocate Financial Life & Health Brokerage's official website and social media links?

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Advocate Financial Life & Health Brokerage's official website is myadvocatefinancial.com and has social profiles on LinkedIn.

How much revenue does Advocate Financial Life & Health Brokerage generate?

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As of August 2026, Advocate Financial Life & Health Brokerage's annual revenue is estimated to be $100M - $250M.

What is Advocate Financial Life & Health Brokerage's SIC code and NAICS code?

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Advocate Financial Life & Health Brokerage's SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Advocate Financial Life & Health Brokerage have currently?

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As of August 2026, Advocate Financial Life & Health Brokerage has approximately 69 employees across 2 continents, including North America and Asia. Key team members include President: J. P., Brokerage Director: R. L. and Case Manager And Operations: B. D. Explore Advocate Financial Life & Health Brokerage's employee directory with LeadIQ.

What industry does Advocate Financial Life & Health Brokerage belong to?

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Advocate Financial Life & Health Brokerage operates in the Insurance industry.

What technology does Advocate Financial Life & Health Brokerage use?

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Advocate Financial Life & Health Brokerage's tech stack includes Google Ads, iCIMS, Weebly, Wix, WordPress, Salesforce, Wix eCommerce and Google Cloud.

What is Advocate Financial Life & Health Brokerage's email format?

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Advocate Financial Life & Health Brokerage's email format typically follows the pattern of First.Last@myadvocatefinancial.com. Find more Advocate Financial Life & Health Brokerage email formats with LeadIQ.

When was Advocate Financial Life & Health Brokerage founded?

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Advocate Financial Life & Health Brokerage was founded in 2009.
Advocate Financial Life & Health Brokerage logo

Advocate Financial Life & Health Brokerage

InsuranceIndiana, United States51-200 Employees

Advocate Financial Life & Health Brokerage operates as a national insurance marketing brokerage that serves as an adviser to the adviser, linking independent agents to a broad network of insurers and products. It concentrates on life insurance, annuities, and Medicare-related coverage, providing access to multiple carriers, competitive contracts, and training designed to support strategic growth and niche-market targeting.

Founded in 2009 and based in Fort Wayne, Indiana, the mid-sized company serves financial institutions and independent agencies through planning support and day-to-day assistance, leveraging its network to energize advisers. Its client base includes hundreds of agents and more than 150 financial institutions, reflecting its role in brokered relationships across the industry. The organization positions itself as a leading Medicare FMO/NMO and the top Humana FMO in Indiana, indicating regional prominence within the broader U.S. Medicare market.

Section iconCompany Overview

Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2009
Employees
51-200

Section iconFunding & Financials

  • $100M - $250M

    Advocate Financial Life & Health Brokerage's revenue is estimated to be in the range of $100M - $250M

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