Chippewa Valley Advisors LLC | Application Preview
Chippewa Valley Advisors LLC is seeking government grants to enhance their lead generation and marketing efforts as they aim to expand their offerings in group insurance products such as health, dental, and vision, while also moving into the property and casualty insurance sector. Over the next three to five years, their plan includes branching into financial and investment services.
The founders bring over five years of experience in both benefits and property casualty insurance, which they believe supports their request for funding. In a competitive landscape that includes established firms like The Insurance Center, Spectrum Insurance, and Employers Benefit Group, Chippewa Valley Advisors highlights their unique position. They emphasize the longevity of their commitment to the business, citing their intention to remain in the industry for the long term, unlike their competitors, who may lack younger sales personnel eager to grow and innovate. This dedication sets them apart in a market that is evolving.
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General Information
Business Registration Number: 87-1152-836
Location: Chippewa Falls, WI, United States
Length of Operation: 1
Number of Employees:
Annual Gross Income:
Annual Gross Expense:
Open to Loans: YES
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Funding Usage
Lead Generation/Marketing
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Business Plan
Plan to expand heavily in the group products(Health, Dental, Vision, ETC.) as well as move into the Property and Casualty side of Insurance. 3-5 years we will begin the financial/investment side of the business. Have 5+ years experience in both Benefits and Property Casualty
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Self Identified Competition
1.) The Insurance Center 2.) Spectrum Insurance 3.) Employers Benefit Group We are different because at each one of the these companies they have no young sales people wanting to grow business. My business partner and I will be here for the next 40 years selling, can these companies say the same?
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Contact Applicant
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