Market Positioning Paradigm Insurance Marketing is a long-standing national leader in life and long term care insurance brokerage (since 1970) with a mid-sized team (11-50 employees) and annual revenue in the 10-25 million range, suggesting stability and established relationships worth targeting for premium partnerships and exclusive product offerings.

Targeted Partnerships Operating in life and long term care insurance, there is potential to upsell or co-market with agencies or carriers that focus on retirement planning, elder care, and wealth preservation, leveraging their brokerage expertise to expand distribution channels.

Growth Signals The combination of a multi-decade track record and a revenue tier of 10-25M indicates capacity for scaled collaboration, enabling joint marketing initiatives, carrier programs, or technology-enabled distribution enhancements.

Tech Enablement Current tech stack is lean with Microsoft 365 and GoDaddy; opportunities exist to propose modern CRM, quote intelligence, and digital marketing tools to improve lead conversion, referral management, and client experience.

Competitive Context In a competitive landscape with large players and other brokerages of similar scope, highlight Paradigm’s established legacy and focused specialization in life and long term care to position as a reliable, compliant partner for targeted carriers and financial advisors seeking niche expertise.