Specialized Industry Focus CBS Brokerage specializes in insurance products such as life, annuities, LTC, and secondary products, positioning it as an expert partner for financial providers looking to enhance their insurance offerings.

Experienced Leadership With senior management bringing over 50 years of industry experience, the company demonstrates deep market knowledge, which can be leveraged for targeted advisory and service expansion opportunities.

Scalable Technology Stack Utilizing a modern suite of web technologies, CBS Brokerage is prepared to support digital marketing and client engagement strategies, providing a foundation for growing its online presence and client base.

Market Positioning As a smaller firm with a revenue range of 1M to 10M, CBS Brokerage presents opportunities to identify underserved niche markets or collaborate with larger firms seeking specialized brokerage services.

Growth Potential Given the company's targeted industry expertise and scalable infrastructure, there is significant potential for growth in partnership or joint ventures with financial service providers aiming to expand their insurance solutions.