Lamar Ramsey

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Proven Expertise in Insurance, Growth & Customer Portfolio Expansion

With 9 years of experience in Life, Health & Accident insurance—and as the current owner of an independent insurance agency—I’ve dedicated my career to helping individuals secure the Medicare and Final Expense coverage they need most. Over the years, I’ve built deep expertise in the Medicare insurance ecosystem, working with top carriers such as:• Aetna
• Anthem
• Cigna HealthSpringMy professional journey has given me a firsthand understanding of how insurance agencies operate, scale, and succeed. Today, my goal is to expand my footprint in the Medicare and Final Expense market by acquiring high-quality businesses that complement and strengthen this mission.

My Track Record

Throughout my career, I’ve focused on what creates meaningful, long-term value in the insurance sector:• Building strong customer relationships and long-term policyholder trust
• Streamlining operational processes within insurance agencies
• Scaling businesses through proven acquisition and growth strategies
• Partnering with carriers, brokers, and agencies to expand service offerings
• Maintaining compliance, professionalism, and customer-first service standardsIf you’re a business owner considering succession or thinking about selling your insurance agency, I understand how much work has gone into building your book of business. My goal is not only to acquire a strong agency—but to honor what you’ve built, protect your clients, and elevate the business to its next level of success.

My Acquisition Focus

I’m actively seeking established, high-performing businesses that serve the Medicare and Final Expense insurance markets. My aim is to acquire multiple businesses in this space to expand my customer portfolio and strengthen service offerings nationwide.Target Business Types
Independent Medicare Insurance Agencies
• Final Expense Insurance Agencies
• SaaS companies serving the Medicare/Final Expense industry
• Digital agencies offering services to insurance businesses
• E-learning, content, or media companies connected to insurance markets
• Online-first businesses (eCommerce, SaaS, agencies, digital products) directly supporting the insurance sectorDeal Criteria
• Annual revenue: $1,000,000 – $5,000,000
• Ideal sweet spot: ~$1M–$2M revenue with ~$750K in profit
• Geography: Open to nationwide acquisitions if presence is not required
• Operational preference: Business can be run by a General Manager
• Business purpose: Expand and consolidate a portfolio of businesses serving Medicare & Final Expense insurance customers