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TWFG Inc
1201 Lake Woodlands Drive, Suite 4020
Phone: (281) 367-3424p:281 367-3424 THE WOODLANDS, TX  77380  United States Ticker: TWFGTWFG
Business Summary
TWFG, Inc. provides an independent distribution platform for personal and commercial insurance in the United States. Its offerings are fulsome and flexible in that it offers all lines of insurance, multiple distribution contract options, mergers and acquisitions (M&A) services, proprietary virtual assistants, proprietary technology, proprietary premium financing, unlimited continuing education, recognition programs, co-op funding, marketing support and overall lower costs to operate. Its business model, developed by agents for agents, serves over 2,400 TWFG Agencies and offers a distinctive level of autonomy and entrepreneurial opportunity. It provides TWFG Agencies with resources, technology, training, and insurance carrier access to succeed in an increasingly complex market. Its independent distribution platform offers its branches and managing general agency (MGA) agencies a choice of contracts to execute with it, including branch contracts, MGA contracts and producer contracts.
(Source: PROSPECTUS)

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
YesYes-Yes---

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
9/30/202412/31/2023YesYes---

Industries
SIC Code Description
6411 Insurance agents, brokers, and service

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Chairman of the Board, President, Chief Executive Officer RichardBunch
Chief Financial Officer Janice E.Zwinggi 63 1/1/2019 1/1/2019
Chief Operating Officer KatherineNolan 1/1/2009 1/1/2009
7 additional Officers and Directors records available in full report.

Business Names
Business Name
American Insurance Strategies
Penguin Insurance Services
The Jeff Kincaid Insurance Agency, Inc.
7 additional Business Names available in full report.

General Information
Number of Employees: 264 (As of 3/31/2024)
Outstanding Shares: 55,983,335 (As of 11/8/2024)
Stock Exchange: NASD
Fax Number: (302) 636-5454


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Monday, December 2, 2024