Insights

Targeted Product Suite First Choice Brokerage specializes in life insurance and financial protection products (Term Life, Universal Life, Whole Life, Long-Term Care, Disability Insurance, Annuities, Premium Finance). This presents cross-sell opportunities to financial professionals seeking comprehensive coverage solutions for clients.

Growth Bandwidth With a revenue range of 10M-25M and a client-facing platform serving financial professionals for over 25 years, there is potential to upsell premium financing, add-on policy services, and enhanced case design tools to existing partners and advisors looking to expand capabilities.

Tech Enablement A tech stack spanning Microsoft 365, SharePoint, WordPress, e-commerce tools, and cloud services indicates readiness for digital onboarding, partner portals, and automated underwriting workflows to improve efficiency for brokers, insurers, and affiliated advisors.

Scale Similarity Operate in a space with large peers (Charles Schwab, Fidelity, Vanguard) but with a leaner team. This suggests an opportunity to position themselves as a cost-effective integration partner or niche brokerage for tech-enabled advisory firms seeking agile collaboration.

Market Expansion National coverage and a focus on financial professionals point to potential partnerships with RIAs, independent broker-dealers, and fintech-enabled advisory platforms seeking diversified insurance product offerings and smoother case design and in-force policy services.

Similar companies to First Choice Brokerage Corporation

First Choice Brokerage Corporation Tech Stack

First Choice Brokerage Corporation uses 8 technology products and services including Microsoft SharePoint, WordPress, Shopify, and more. Explore First Choice Brokerage Corporation's tech stack below.

First Choice Brokerage Corporation's Email Address Formats

First Choice Brokerage Corporation uses at least 6 email formats:
First Choice Brokerage Corporation Email FormatsExamplePercentage
First@firstchoicebrokerage.comJohn@firstchoicebrokerage.com
90%
FLast@firstchoicebrokerage.comJDoe@firstchoicebrokerage.com
5%
F.Last@firstchoicebrokerage.comJ.Doe@firstchoicebrokerage.com
5%
FLast@moundsps.comJDoe@moundsps.com
88%
FiLast@moundsps.comJoDoe@moundsps.com
6%
LFirst@moundsps.comDJohn@moundsps.com
6%

Frequently Asked Questions

What is First Choice Brokerage Corporation's phone number?

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You can contact First Choice Brokerage Corporation'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 First Choice Brokerage Corporation's official website and social media links?

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First Choice Brokerage Corporation's official website is firstchoicebrokerage.com and has social profiles on LinkedIn.

How much revenue does First Choice Brokerage Corporation generate?

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As of October 2026, First Choice Brokerage Corporation's annual revenue is estimated to be $10M - $25M.

What is First Choice Brokerage Corporation's SIC code and NAICS code?

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First Choice Brokerage Corporation's SIC code is 6531 - Real Estate Agents and Managers and NAICS code is 52 - Finance and Insurance.

How many employees does First Choice Brokerage Corporation have currently?

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As of October 2026, First Choice Brokerage Corporation has approximately 17 employees across 1 continents, including North America. Key team members include Managing Director: D. B., Managing Director/Premium Finance: T. F. and Director Of Underwriting: T. G. Explore First Choice Brokerage Corporation's employee directory with LeadIQ.

What industry does First Choice Brokerage Corporation belong to?

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First Choice Brokerage Corporation operates in the Financial Services industry.

What technology does First Choice Brokerage Corporation use?

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First Choice Brokerage Corporation's tech stack includes Microsoft SharePoint, WordPress, Shopify, WooCommerce, Microsoft 365, Google Cloud, Brevo and WP Engine.

What is First Choice Brokerage Corporation's email format?

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First Choice Brokerage Corporation's email format typically follows the pattern of First@firstchoicebrokerage.com. Find more First Choice Brokerage Corporation email formats with LeadIQ.

When was First Choice Brokerage Corporation founded?

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First Choice Brokerage Corporation was founded in 1994.
First Choice Brokerage Corporation logo

First Choice Brokerage Corporation

Financial ServicesFlorida, United States11-50 Employees

First Choice Brokerage Corporation operates as a national insurance brokerage firm serving financial professionals. With a focus on case design, underwriting, and in-force policy services, it offers a range of product lines that include term, universal, and whole life insurance, as well as long-term care, disability insurance, annuities, and premium finance. The company positions itself as a provider of comprehensive resources and advanced tools to support financial professionals in designing and managing insurance solutions for their clients. Based in Ponte Vedra Beach, Florida, the firm has a modest to mid-sized team and has operated in the financial services sector for over 25 years, delivering specialized services to its professional client base.

Section iconCompany Overview

Phone number
SIC Code
6531 - Real Estate Agents and Managers
NAICS Code
52 - Finance and Insurance
Founded
1994
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    First Choice Brokerage Corporation's revenue is estimated to be in the range of $10M - $25M

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