Insurance Agencies Seeking Loan

- Company specializing in providing comprehensive insurance services, financial planning, retirement income strategies, and tax minimization strategies. - Has a diverse client base including main street clients, high net worth clients, ultra-high net worth clients, government entities, and clients in the sports and entertainment industry. - Partnered with top carriers in the insurance and financial industries in order to offer the most effective products and the best solutions for the clients. - Revenue model is by sale of various insurance policies and charging on a per service basis for other financial advisory services. - The company is now planning to venture into real estate development by acquiring commercial real estate projects in the hospitality sector, aiming to generate additional revenue through renting out these establishments, thereby diversifying its revenue streams. - Financial projections indicate an expected break-even period within 3 to 7 years, with a predicted minimum return on investment of 15% to 20% or more by the conclusion of the financing period. - The company is currently seeking a $100 million USD loan or funding opportunity to support its real estate development plans, business expansion, and working capital requirements, with the intention of securing funding from global investors and lenders. - The company holds active licenses from the Florida Department of Financial Services and is authorized to operate in the insurance and financial services sectors in Georgia, California, and Arkansas. - In addition to 38 permanent employees, there are additionally 4 part-time employees. - The promoter has 25 years of professional expertise in the insurance, financial, and business industries.

- We are a financial consultancy and provide services such as portfolio management, insurance & banking consulting, and immigration services. - Our company has operation in GCC countries and have offices in Dubai and Qatar. - Since our inception, we have served over 500 clients. - We do not charge our fees directly from the customers. - We charge a commission from our channel partners who help us acquire the clients. The commission depends on the type of project. - Our aim is to launch IPO in the coming years.

- Insurance agency operating for more than 6 years. - We offer risk management strategies, policy renewals, and claim tracking services to clients. - We are active in Oregon and Washington but 90% of our clients are from Oregon. - Handling more than 1,000 clients under the home, auto and business insurance. - Our clients are direct individual end-users. - We purchase running policies from insurance agents who are retiring and we continue that insurance. - Revenue is generated from the insurance policy commissions. - Promoter is in this field for more than 20 years and has in-depth experience. - Physical assets include computers, laptops and furniture.