SeeBITDAOklahoma

Lorrie David, Bankers Life Agent

  • 7633 E 63rd Pl Ste 100, Tulsa, OK
  • Since 1996
Estimated valueLow confidence
$568K
$262Klikely range$1.1M
About 3× its yearly profit, typical for a company this size in its industry.
Revenue
$493K
a year
Profit (EBITDA)
$189K
38% of revenue
Employees
—
not reported
Owner not found yet
We haven't found the owner in public records
Some signs of a sale

How we got $568K

Based on typical figures for its industry (2022 Economic Census), not its own records.

A typical insurance agencies business in Oklahoma$493K
Revenue$493K
× 38% profit margin$189K
× 3 sale multiple = value$568K

· Own this business? Correct these figures

What we know

No PPP loan
No 401(k) filing
No reported financials
Company website
Owner not found

Signs of a sale Some signs of a sale

  • In business 30 years (since 1996)

From public records and the company's website, not a statement that it's for sale.

What they do

Lorrie David is a Bankers Life agent in Tulsa, OK offering insurance and retirement planning, helping clients secure their retirement needs.

Products & services
Life InsuranceMedicare Supplement InsuranceLong-Term Care InsuranceAnnuitiesSupplemental Health InsuranceFinancial ServicesMedicare Advantage plans
Markets served
Medicare
Service area
Tulsa, OKMOOKTX
Certifications
Licensed in MO, OK, TXMany certifications in Adult Occupational Education

From the company's website. Industry: Insurance agencies.

Customers & suppliers

Suppliers & brands

  • Bankers Life · brand it sells or installs

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Lorrie David, Bankers Life Agent
this business
$493K$189K—
Melissa Noland, Bankers Life Agent
Tulsa
$493K$189K0.0 mi
Oklahoma Medicare Insurance
Tulsa
$493K$189K0.0 mi
Cdis Of Oklahoma, Ega For Bcbsok
Tulsa
$493K$189K0.0 mi
Envision Clarity Consulting
Tulsa
$493K$189K0.0 mi
David Trusler - Mutual Of Omaha Advisor
Tulsa
$493K$189K0.0 mi
JUSTIN MULLENAX INSURANCE LLC
Tulsa · 2 employees
$403K$155K0.0 mi

The full calculation

Estimated value = EBITDA × typical sale multiple$568K
Multiple for this size and industry3×
Value range$262K – $1.1M

This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Agencies, brokerages, and other insurance related activities businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (38%). Treat these as a rough guide.

Revenue range$283K – $769K
EBITDA range$109K – $296K
Industry (NAICS)Agencies, brokerages, and other insurance related activities (5242)

EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.

Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology

People & advisors

Leadership

  • LD
    Lorrie David
    Field Manager - Insurance Sales Representative - Bankers Lif · Company website · source

From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.

Public records

Matched to this business by name and address from public government data; a match can occasionally be wrong.

About Lorrie David, Bankers Life Agent

Lorrie David, Bankers Life Agent is an insurance agencies company in Tulsa, Oklahoma, in business since 1996. Its estimated annual revenue is about $493K, with roughly $189K of EBITDA. Its estimated business value is $568K (likely range $262K–$1.1M).

Common questions

Who owns Lorrie David, Bankers Life Agent?
The owner of Lorrie David, Bankers Life Agent isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
How much revenue does Lorrie David, Bankers Life Agent make?
SeeBITDA estimates Lorrie David, Bankers Life Agent's annual revenue at about $493K (likely between $283K and $769K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Lorrie David, Bankers Life Agent worth?
About $568K, roughly 3× its estimated EBITDA of $189K, typical for a insurance agencies company its size. Likely range: $262K–$1.1M.
When was Lorrie David, Bankers Life Agent founded?
Lorrie David, Bankers Life Agent has been in business since 1996.