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Marketing Plan
The Casey Agency

I. Company Description

The Casey Agency was founded in 1979 by Daniel J. Casey in Roselle, Illinois. When the agency was first started it offered Property and Casualty Insurance. In 1988 Daniel earned his Series 6 and Series 63 licenses, allowing the agency to offer investment and variable products to our clients. The agency is contracted with “A” or better rated insurance carriers to provide our clients the unique opportunity of comparative pricing between carriers, without having to switch from an agency that they already trust.
In 2006 Christina Casey joined the agency and assisted in marketing and servicing until she acquired her Property, Casualty, Life, and Health licenses in 2007. As Dan’s clients needs have progressed he has worked to keep up with knowledge that can be beneficial to assisting his clients. Dan has taken a special interest in helping his clients plan for their future, and specializes in retirement planning.......

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Approximate Word Count: 2544
Approximate Pages: 11 (250 words per double-spaced page)

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