KazSource Insurance
Charlotte, United States (US) · Finance and Banking
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Data quality
Complete · Accuracy
Last verified
May 2026
#life insurance
#life insurance brokerage
#insurance planning
#business succession planning
#insurance back office
#estate planning
#advanced markets
#long term care
#disability insurance
#annuity
Overview
We specialize in providing comprehensive solutions designed to streamline operations and enhance client relationships. Our core services include point-of-sale support, a dedicated insurance back office to reclaim valuable advisor time, and strategic content marketing to amplify your brand’s story.
KazSource Insurance empowers advisors with access to our established relationships, extensive experience, and specialized insurance experts, ultimately fostering peace of mind for both planners and their clients. We are committed to simplifying the complexities of life insurance and business succession planning, allowing you to focus on what matters most – building lasting client trust. Founded in 2013, KazSource Insurance currently employs 2-10 professionals.
Contact Details
Charlotte, United States (US), 10815 Sikes Place
+3
Founded
2013
Company Type
Private Limited Company
Employees
2-10
Keywords
#life insurance
#life insurance brokerage
#insurance planning
#business succession planning
#insurance back office
#estate planning
#advanced markets
#long term care
#disability insurance
#annuity
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