Strong Regional Presence Settlers Life Insurance has a solid reputation as a hometown provider with over 6,500 appointed agents across 42 states, offering substantial opportunities for partnerships and distribution expansion in regional markets.

Recent Acquisition Advantage Following its acquisition by Security Benefit in July 2022 and the subsequent rebranding to Everly Life Insurance, the company is positioned for growth with potential cross-selling and integration of new product lines and corporate resources.

Focus on Final Expenses Specializing in simplified issue whole life insurance for final expenses allows tailored marketing strategies toward middle-aged and senior demographics seeking affordable end-of-life coverage, presenting targeted sales opportunities.

Operational Transition The company's strategic move from Virginia to Wisconsin and cessation of new business in Virginia creates a transitional phase, during which opportunities may exist for partnerships in agency recruitment, client transition services, or corporate solutions.

Digital Engagement With an updated website and a tech stack utilizing tools like Google Analytics and Tag Manager, there are prospects to enhance digital marketing, lead generation, and customer engagement strategies to expand customer base and foot traffic.