Top 25 Texas-Based Whole Life Insurance Providers

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min read
Top 25 whole life insurance companies in Texas Main

Top 25 Texas-Based Whole Life Insurance Providers

4
min read
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Top 25 whole life insurance companies in Texas Main
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Whole life insurance is a critical division within the broader financial services industry. These offer services in Texas where customers can have peace of mind knowing their loved ones will be financially secure after their passing. Companies range from independent agencies representing multiple carriers to dedicated life insurance providers. The industry offers varied products from permanent life insurance policies to final expense products. Current trends are leaning towards more customer-centric approach, improved customer service, and a greater range of products.


Top 25 whole life insurance companies in Texas

1. Citizens Inc.

  • Website: citizensinc.com
  • Headquarters: Austin, Texas, United States
  • Founded: 1969
  • Headcount: 201-500
  • Latest funding type: Non Equity Assistance
  • LinkedIn

Citizens Inc. is a financial services company that specializes in life insurance and related products. With a focus on providing peace of mind and financial security, the company offers permanent life insurance policies and final expense products. They cater to diverse customer groups and provide assistance in English, Spanish, and Portuguese. Citizens Inc. has a strong presence in the industry and offers a range of services to meet the needs of individuals and families.


2. Equita Final Expense Services (EFES)

EFES is an industry leader in providing life insurance, medicare, and annuities services since 1986. With elite level training, top-notch lead programs, and valuable carrier relationships, EFES helps agents become producers and offers broad and competitive product offerings.


3. The Copeland Group

The Copeland Group is an independent insurance agency that offers a wide range of insurance products to individuals, families, and businesses. They represent multiple insurance carriers, allowing them to find the best coverage and cost options for their clients. Their in-house customer service and claims representatives provide personalized assistance and guidance throughout the insurance process.


4. Hermann Sons Life

Hermann Sons Life is a life insurance and annuities company based in Texas. They offer a range of products including whole life, term life, and annuities, providing financial protection and security for individuals and families. Their knowledgeable agents are ready to guide customers in making informed decisions about their insurance needs.


5. National Farm Life

National Farm Life is a Texas-based life insurance company that offers whole life policies with maximized dividends for its participating policyholders. They provide personalized service with friendly agents who handcraft policies tailored to individual needs.


6. iCanFinancial

iCanFinancial is a financial services company that offers a range of products including final expense, mortgage protection, simplified issue IUL, and whole life insurance. They provide focused products without the hassle of a medical exam and offer leads for simplified issue markets. Their LifePlan 360 offers a guaranteed retirement strategy where clients know exactly how much they will need for retirement.


7. KJZT Family Life

  • Website: kjzt.org
  • Headquarters: Austin, Texas, United States
  • Founded: 1894
  • Headcount: 51-200
  • LinkedIn

KJZT Family Life is a fraternal benefit society that supports Catholic traditions with faith and service at the heart of its offerings. It offers life insurance products and annuities that enhance the lives of its members and the communities in which they reside through the development of numerous benefits and service projects.


8. Insurance Designers of Dallas

Insurance Designers of Dallas is a Brokerage General Agency in Dallas, Texas, providing pre- and post-sale support to financial service professionals. They offer a range of insurance products, including life insurance, annuities, and long-term care protection.


9. Game Changing Benefits

Game Changing Benefits is an independent insurance organization that provides insurance solutions for various needs. They strive to keep their clients informed and help them make educated decisions about their coverage options.


10. Scarbrough, Medlin & Associates, Inc.

Scarbrough-Medlin is an insurance solutions company serving Plano and all of Texas. They offer a range of commercial and life & health insurance policies tailored to fit specific industries. Their team provides guidance on retirement, investment, estate, tax, and money management. Proudly serving Dallas, Austin, San Antonio, and other surrounding areas.


11. Sugarland Life Insurance

Life Insurance Sugarland TX Agency is an independent insurance company that offers life insurance policies to individuals to protect their loved ones after they die.


12. Cave and Cheney Life Insurance Brokerage

Cave & Cheney is a life insurance broker with over 30 years of experience offering term, whole, and universal life insurance solutions tailored to individual needs.


13. Phoenix Protection Group

Phoenix Protection Group is a non-traditional agency that offers a range of insurance solutions, such as car, home, term life, whole life, disability, pet health, wedding, long term care, renter and business insurance.


14. AIM Financials

AIM Financials LLC offers various financial services that include trust services and estate planning, efficient tax strategies, portfolio management, life insurance, private equity, and real estate.


15. Cinco Ranch Insurance Llc

Cinco Ranch Insurance Services provides various insurance policies including home, auto, commercial, and life insurance to clients across Texas.


16. Consolidated Group Marketing

Consolidated Marketing Group, PC specializes in providing insurance options to consumers in Tennessee and the Southeast.


17. Bestow

  • Website: bestow.com
  • Headquarters: Dallas, Texas, United States
  • Founded: 2016
  • Headcount: 51-200
  • Latest funding type: Series C
  • LinkedIn

Bestow is a technology-driven life insurance company that makes it easy and affordable to get term life insurance. They offer a fast online platform, with flexible placement options tailored to your user experience.


18. YourPolicy

Your Policy provides customizable life, auto, and home insurance plans that offer peace of mind and financial protection to you and your family.


19. Lily Qian, AXA Advisors

  • Website: lilyqian.com
  • Headquarters: Dallas, Texas, United States
  • Headcount: 51-200

LQ Financial, LLC is a financial firm offering investment advisory, insurance and estate planning services. They work with individuals and business owners, including those with international assets, to design and implement strategies for passing on wealth. They also provide group health, life and disability insurance to businesses.


20. Mike Goldberg and Associates, Inc.

Goldberg & Associates is a nationwide provider of financial services, specializing in affordable life insurance solutions for individuals. With close relationships with carriers and underwriters, they offer low cost policies tailored to the needs of their 10,000+ clients.


21. Golden Age Marketing

Golden Age Marketing is a national marketing organization that provides administrative and product support to brokers offering top-rated insurance products such as Medicare, Life Insurance, Annuities, and Final Expense Life.


22. American Policy Insurers

Policy Insurers provides insurance policy quotes from the nation's best-rated insurance companies catered to fit current needs and future goals of clients. They offer a 5-star experience with licensed American agents and veteran-owned services.


23. Roeber Insurance Agency - La Vernia

Roeber Insurance Agency is a Texas-based insurance agency that offers a range of insurance coverage for properties, vehicles, life and personal liabilities.


24. Paine Insurance Group

Paine Insurance Group is an insurance agency that provides comprehensive coverage for personal and commercial assets. They offer homeowners, auto, business, and life insurance in McKinney, Texas and the surrounding areas.


25. Life Insurance Spring Tx

Life Insurance Spring TX is a trusted life insurance company that offers financial options to protect families and businesses. They specialize in different types of life insurance policies, from term life insurance to universal life insurance, with customized benefits tailored to clients' needs.


Want to find more whole life insurance companies?


If you want to find more companies that offer a variety of services including permanent life insurance policies, medicare, and annuities you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.


With Inven you'll also get to know the company's:


  • Ownership: Which of these are private equity backed? Which are family-owned?
  • Contact data: Who are the owners and CEO's? What are their emails and phone numbers?
  • Financials: How do these companies perform financially? What are their revenues and profit margins?

...and a lot more!

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