Cohen Insurance Agency LLC
Based on public information · Profile not yet claimedIndependent agency
Offices: Kimbolton · OhioCohen Insurance Agency LLC is an independent insurance agency licensed in Kimbolton, OH. Lines listed: Retirement Income, Financial Protection, Wealth Transfer, Life Insurance, Fixed Annuities. Founding or history: 2001. Agency Match assessments based on public information: Mentorship & Peer Connections low. 11 publicly sourced facts with links.
How we determined the info on this profile
- License record: taken from the state license roster.
- Offices: based on offices listed on the agency's website. More than one office can count toward the Looking to Buy score.
- Lines of business: based on text on the agency's website. They can count toward the Strategic Partnership score.
- Leadership: based on text on the agency's website. It can count toward the Mentorship & Peer Connection score.
- Looking to Buy: not enough public facts for a score.
- Open to Selling: not enough public facts for a score.
- Mentorship & Peer Connections: scored from public signs of leadership, teaching and association ties.
- Business Partnerships: not enough public facts for a score.
Research
Detailed profile
Geography
1 documented offices
Ownership events
1
Ownership
Not confirmed
Agency Match assessments
Agency Match uses public information and a proprietary scoring model to identify possible business opportunities. Ratings indicate potential, not confirmed interest, unless explicitly noted.
Looking to Buy
Insufficient EvidencePublic signs the agency buys or absorbs other agencies: past acquisitions, growth by acquisition, added offices and the depth to integrate a book.
Why: Public history of 15+ years in business or in the industry
- Public history of 15+ years in business or in the industry · 2001safemoneycohen.com
What this rating was based on (1 factor)
Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.
- Public history of 15+ years in business or in the industry (supporting)+5 pts
Total: 5 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.
Confidence (separate from the rating): not given without a rating · 1 facts from 1 website.
Not known publicly: Whether the agency is buying now and at what size; Financing and integration capacity.
Open to Selling
Acquisition Research Fit
Low · 5Acquisition Research Fit is low. Formation year 2001 is on a verified record (25 years in operation). The rating stays Low because years in operation and size are a business profile, not a transition. This is not a statement that the agency wants to sell.
- Formation year 2001 is on a verified record (25 years in operation). Verified · +5 ptssafemoneycohen.com
Confidence: low. Separate from the rating.
Not on file: Owner tenure is not established; No internal succession document; Confirmed sale interest is unknown.
Confirmed sale interest: Unknown
Mentorship & Peer Connections
Low · 25Public signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.
Agency Match score: 25/100 · Low confidence: few public facts
Why: Insurance or business association membership; public history of 15+ years in business or in the industry
- Insurance or business association membership · Member of the Safe Money Places Agent Networksafemoneycohen.com
- Public history of 15+ years in business or in the industry · 2001safemoneycohen.com
What this rating was based on (2 factors)
Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.
- Insurance or business association membership+15 pts
- Member of the Safe Money Places Agent Networksafemoneycohen.com
- Public history of 15+ years in business or in the industry (supporting)+10 pts
Total: 25 points → Agency Match score 25/100, rated Low (High at 60+, Medium at 35+).
Confidence (separate from the rating): Low confidence: few public facts · 2 facts from 1 website.
Not known publicly: Whether the principals want to mentor or be mentored.
Business Partnerships
Insufficient EvidencePublic signs the agency would complement others: niche specialties, referral or partner relationships, broad carrier access, both personal and commercial lines, and regional reach.
Why: Several documented lines of business
- Several documented lines of business · Retirement Income, Financial Protection, Wealth Transfer, Life Insurance, Fixed Annuitiessafemoneycohen.com
What this rating was based on (1 factor)
Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.
- Several documented lines of business (supporting)+10 pts
- Retirement Income, Financial Protection, Wealth Transfer, Life Insurance, Fixed Annuitiessafemoneycohen.com
Total: 10 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.
Confidence (separate from the rating): not given without a rating · 1 facts from 1 website.
Not known publicly: Which partnerships the agency would welcome; Carrier appointments not published online.
Record & channel
Ohio resident business-entity license (NPN 16925500), licensed at Kimbolton, OH
gateway.insurance.ohio.govIndependent agency
“The Safe Money Places® Agent Network is a national organization of independent, like-minded financial professionals who operate under the Safe Money Places® philosophy.”safemoneycohen.com
Not confirmed. Names on a website or license are not treated as proof of who owns the agency.
Website: www.safemoneycohen.com
Locations & footprint
Kimbolton, Ohio
Operating office
Documented offices are not necessarily the full service area. Acquisitions do not establish additional offices.
Highlights
Story so far
- 2024
SMP International LLC
Published
People & affiliations
Josh Cohen shares his knowledge and years of experience with each of his clients.
Josh Cohen Financial Services Professional
Member of the Safe Money Places Agent Network
Names & entities
Legal name on license record
Facts from published sources (11 verified, 2 unverified)
18663 Anderson Rd., Kimbolton, OH 43749
“Cohen Insurance Agency 18663 Anderson Rd., Kimbolton, OH 43749”safemoneycohen.com
Josh Cohen
“Josh Cohen shares his knowledge and years of experience with each of his clients.”safemoneycohen.com
Retirement Income, Financial Protection, Wealth Transfer, Life Insurance, Fixed Annuities
“Our Services Retirement Income Financial Protection Wealth Transfer Safe Money Solutions Life Insurance Fixed Annuities”safemoneycohen.com
retirees and pre-retirees
“We are a financial and insurance services firm that educates retirees and pre-retirees about the importance of proper retirement financial planning.”safemoneycohen.com
SMP International LLC
“© 2024 SMP International LLC”safemoneycohen.com
2001
“Josh Cohen has been involved in the financial services and insurance industries since 2001”safemoneycohen.com
Josh Cohen, Financial Services Professional
“Josh Cohen Financial Services Professional”safemoneycohen.com
18663 Anderson Rd., Kimbolton, OH 43749
“Joshua Cohen Cohen Insurance Agency 18663 Anderson Rd., Kimbolton, OH 43749”safemoneycohen.com
Member of the Safe Money Places Agent Network
“We are a proud member of the Safe Money Places Agent Network”safemoneycohen.com
Independent financial professional
“The Safe Money Places® Agent Network is a national organization of independent, like-minded financial professionals who operate under the Safe Money Places® philosophy.”safemoneycohen.com
Tenure: Cohen has owned and operated his own Financial Planning and Insurance Agency since 2009.
“Cohen has owned and operated his own Financial Planning and Insurance Agency since 2009.”safemoneycohen.com
Show 2 unverified facts (did not pass QA)
Josh Cohen owned and operated his own Financial Planning and Insurance Agency since 2009
“Mr. Cohen has owned and operated his own Financial Planning and Insurance Agency since 2009.”
QA note: Unverified: challenge rejected. Shown for transparency; not treated as a fact.
safemoneycohen.comInsurance, Investments, Retirement, Tax and Estate planning
“Mr. Cohen has owned and operated his own Financial Planning and Insurance Agency since 2009. During which, he has helped Individuals, Families, and Businesses alike secure their investments, and make smart financial planning decisions.”
QA note: Unverified: value not supported by quote. Shown for transparency; not treated as a fact.
safemoneycohen.com