Insights

Independent sourcing Independent status combined with a multi-carrier bidding approach suggests strong potential for cross-sell of additional life, long-term care, and hybrid products to clients seeking optimized premium pricing and tailored coverage.

Wealth protection Focus on financial security for families and estates indicates opportunities to upsell estate planning enhancements, business continuity solutions, and premium financing options for high-net-worth or business owners.

Employer/employee planning Experience with corporate and bank-owned life insurance (BOLI/COLI) and retirement planning signals a pathway to engage corporate clients for executive benefits, key-man coverage, and corporate-owned product packages.

Growth signals Revenue range and Forbes recognition imply credibility to approach advisors, financial planners, and affiliated networks for channel partnerships, referrals, and joint marketing initiatives.

Tech & service edge Tech stack and concierge-style service capability can be leveraged to deliver rapid underwriting, streamlined quotes, and a premium client experience to differentiate from larger firms and win mid-market clients.

Similar companies to Wright Insurance Planning, LLC

Wright Insurance Planning, LLC Tech Stack

Wright Insurance Planning, LLC uses 8 technology products and services including iCIMS, Cloudflare, WordPress, and more. Explore Wright Insurance Planning, LLC's tech stack below.

  • Applicant Tracking Systems
  • Cloudflare
    Content Management System
  • Content Management System
  • E-commerce
  • jQuery Migrate
    Javascript Libraries
  • UPS
    Logistics
  • Web Analytics
  • Contact Form 7
    Web Platform Extensions

Wright Insurance Planning, LLC's Email Address Formats

Wright Insurance Planning, LLC uses at least 3 email formats:
Wright Insurance Planning, LLC Email FormatsExamplePercentage
First.Last@wrightinsuranceplanning.comJohn.Doe@wrightinsuranceplanning.com
33%
First@wrightinsuranceplanning.comJohn@wrightinsuranceplanning.com
34%
FirstLast@wrightinsuranceplanning.comJohnDoe@wrightinsuranceplanning.com
33%

Frequently Asked Questions

What is Wright Insurance Planning, LLC's official website and social media links?

Minus sign iconPlus sign icon
Wright Insurance Planning, LLC's official website is wrightinsuranceplanning.com and has social profiles on LinkedIn.

How much revenue does Wright Insurance Planning, LLC generate?

Minus sign iconPlus sign icon
As of August 2026, Wright Insurance Planning, LLC's annual revenue is estimated to be $25M - $50M.

What is Wright Insurance Planning, LLC's SIC code and NAICS code?

Minus sign iconPlus sign icon
Wright Insurance Planning, LLC's SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Wright Insurance Planning, LLC have currently?

Minus sign iconPlus sign icon
As of August 2026, Wright Insurance Planning, LLC has approximately 6 employees across 1 continents, including North America. Key team members include President: M. W. Explore Wright Insurance Planning, LLC's employee directory with LeadIQ.

What industry does Wright Insurance Planning, LLC belong to?

Minus sign iconPlus sign icon
Wright Insurance Planning, LLC operates in the Insurance industry.

What technology does Wright Insurance Planning, LLC use?

Minus sign iconPlus sign icon
Wright Insurance Planning, LLC's tech stack includes iCIMS, Cloudflare, WordPress, Shopify, jQuery Migrate, UPS, Piwik PRO Core and Contact Form 7.

What is Wright Insurance Planning, LLC's email format?

Minus sign iconPlus sign icon
Wright Insurance Planning, LLC's email format typically follows the pattern of First.Last@wrightinsuranceplanning.com. Find more Wright Insurance Planning, LLC email formats with LeadIQ.

When was Wright Insurance Planning, LLC founded?

Minus sign iconPlus sign icon
Wright Insurance Planning, LLC was founded in 2013.
Wright Insurance Planning, LLC logo

Wright Insurance Planning, LLC

InsuranceMissouri, United States2-10 Employees

Wright Insurance Planning, LLC operates as an independent private insurance firm focused on designing life insurance and long-term care plans for individuals, families, estates, and businesses. The firm emphasizes a concierge-style approach, aiming to provide tailored coverage and clear, one-on-one discussions to help clients understand their options and plan for financial security. By bidding plans to multiple top-rated carriers simultaneously, the company seeks to secure favorable pricing and comprehensive coverage while maintaining emphasis on integrity and personalized service.

Based in St. Louis, Missouri, the company positions itself within the insurance industry as a specialty advisor that integrates life insurance, long-term care products, and related financial solutions to enhance existing estate plans. Its offerings include various life insurance structures, long-term care solutions, disability coverage, and employee-focused products such as BOLI and COLI, targeting individuals, families, and corporate clients seeking structured financial protection and independence. The firm highlights decades of industry experience and a commitment to client-specific planning.

Section iconCompany Overview

SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2013
Employees
2-10

Section iconFunding & Financials

  • $25M - $50M

    Wright Insurance Planning, LLC's revenue is estimated to be in the range of $25M - $50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.