Growth potential Newly formed through the merger of two established insurance practices, Marathon Benefits Group presents an opportunity to cross-sell bundled insurance and retirement benefits to both existing clients of Finch-Marchbanks Insurance Consultants and Dan Igou & Associates, expanding market reach in group and individual plans.

Mid market focus Competitively positioned among mid to large peers with revenue in the tens of millions, the company can target small to midsize businesses seeking comprehensive employee benefits plus retirement solutions, leveraging its size for scalable service and personalized support.

Technology readiness Utilizes a modern but lean tech stack including web analytics and front-end libraries, signaling potential for data-driven sales approaches, personalized marketing, and online quote capabilities to improve conversion and customer experience.

Competitive landscape Operate alongside well-capitalized national players with extensive employee bases; position Marathon Benefits Group as a nimble, specialized partner for tailored benefit programs, digital engagement, and competitive pricing to win local or regional RFPs.

Expansion opportunities With 2-10 employees and a Missouri base, there is room to scale through strategic partnerships, agency alliances, and targeted acquisitions or hires to broaden product lines and geographic reach, driving durable revenue growth.