Integrated Asset Evaluation Hansen Brokerage Services specializes in an integrated asset evaluation process across Insurance, Estate, and Qualified Plans, presenting a cross-selling opportunity to offer comprehensive financial reviews to existing clients of CPAs and attorneys.

Backroom Support Offering The company positions itself as a back‑office technical resource for financial professionals, enabling sales teams to focus on client relationships while HBS handles case design, management, training, and marketing support to accelerate close rates.

ICON Collaboration As a proud ICON participant with access to broad resources and distribution, there is a sales angle to leverage joint branding, cross‑network referrals, and scalable solutions to expand reach into related advisory practices.

Experience Advantage With a team boasting over 130 years of combined experience and a broad carrier slate, HBS can be pitched as a trusted partner for mid‑sized advisory firms seeking stability, diverse product access, and robust support in complex financial planning.

Growth Signals Revenue in the multi‑million range and a small employee base indicate nimbleness and potential for scalable partnerships with high‑touch service models, offering opportunities for co‑branding, joint webinars, and targeted outreach to growth‑minded financial practices.