Senior market focus Krause Agency targets the senior market with asset preservation and long term care planning, presenting cross-sell opportunities for annuities, Medicare-related products, and senior health/shadow insurance solutions to agents and advisors serving retirees.

Wholesale distribution As a national wholesaler, Krause Agency could partner with regional brokerages and independent agents to expand distribution of retirement planning products, leveraging its training and support framework to accelerate adoption and increase policy sales.

Digital enablement Utilize Krause Agency’s tech stack and digital marketing capabilities to offer co-branded online education, lead generation programs, and CRM-driven outreach to agents, unlocking scalable revenue through partner ecosystems.

Growth potential With mid-market revenue in the low tens of millions and a sizable but lean workforce, there is room to accelerate revenue through expanded product lines, strategic alliances, and increased penetration in under-served retiree segments.

Competitive positioning Position Krause Agency as a dedicated specialist for the senior market with asset preservation expertise, differentiating from broader generalist agencies and aligning with other long-term care and senior-focused distributors to capture market share.