Niche focus DI + LTC Insurance Services specializes in disability income and long term care insurance marketing and training, presenting an opportunity to cross-sell related products such as supplemental health and retirement planning services to existing clients and referrals.

Small but potential With a lean team and a revenue range of 1M to 10M, there is room to scale partnerships through white-label training programs, co-branded marketing campaigns, and targeted carrier alignment to expand distribution reach.

Technology leverage Their tech stack includes analytics and web infrastructure that can be used to optimize lead capture, attribution, and digital marketing efforts, suggesting opportunities for joint digital campaigns and data-driven targeting.

Regional leverage Located in Northern California as part of The Plus Group, there is potential to team on regional B2B events, employer partnerships, and broker networks to expand awareness of disability and long-term care solutions.

Market positioning As a partner of a premier marketing organization with access to competitive carriers and underwriting, there is an opening to introduce complementary products, cross-sell to existing clients, and offer streamlined proposal services to mid-market to small business customers.