fbpx
Investor Opportunity

Opportunity

The Company has negotiated and secured a strategic relationship with Walmart Stores, Inc. and Jackson Hewitt Inc. for opening insurance offices in Walmart SuperCenters on a regional and national basis. Walmart has recently granted SmartLife Insurance exclusivity as its insurance provider.

The Company plans to open 2200+ offices over the next 15 years, including 500 offices in the next 5 years. Each SmartLife Insurance office/agency projects $500,000 in premium sales annually, potentially
growing to $1-5M per office/agency. The Company projects EBITDA of $1,233,488 by the end of Year 1 postfunding (2019). Projected EBITDA for Years 2-5 postfunding is $5,981,366 Yr. 2; $19,867,673 Yr. 3;
$47,543,146 Yr. 4; and $94,949,485 Yr. 5.

Company Overview

SmartLife Insurance, Inc. is a Florida “C” corporation. The Company provides insurance services and products as a national multi-broker agency. Joseph Cherry, Jr. is the majority shareholder and the Founder, Chairman and CEO.

ROI Potential

The Company projects a potential Return On Investment (ROI) of up to 20X for current round investors.

Exit Strategy & Timing

The Company anticipates it will have a range of exit options available for its investors within 3-5 years, including an IPO, stock repurchase, or strategic acquisition.

Benefit Summary

W

Exposure to over three million shoppers per year per store location.

W

One hundred million shoppers per week visit Walmart in the U.S. alone.

W

Marketing and branding opportunities for select partners.

W

A strong working relationship with Jackson Hewitt and the #1 big box retailer, Walmart.

W

An exclusive opportunity to be rolled out and branded in 500 locations over a 5-year period, with a 15-year rollout of 2200+ locations.

W

A “One on One” approach to create customer satisfaction and loyalty while leveraging “State of the Art” interfaces in the insurance search.

W

The opportunity to partner with an agency organization with an unusually high understanding of our industry with proven leaders with a track record of success and doing business the right way for over three decades.

Request More Info

Contact Dr. Bruce Cook for additional information: 512-845-3070, brucecook77@gmail.com. The Company’s Business Plan, Private Placement Memorandum (PPM), Financial Projections, Impact Investing Philosophy, and Investor PowerPoint are available upon request.

Investor Opportunity

Pin It on Pinterest

Share This