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SUNUP Investment Partners, LLC 506(c) Offering Platform

INTRODUCTION TO OUR COMPANY

SUNUP Investment Partners, LLC (“SIP” or the “Company”), a Texas Limited Liability Company was formed for the purpose of investing in the business of SUNUP Insurance Services, Inc. (“SUNUP”), a firm that provides insurance products, technology and services to its agents nationwide and is headquartered in Winston Salem, North Carolina and Liberty Hill, Texas.

SUNUP Insurance Services, Inc. was founded by Todd Swicegood and his vision to build a company that is:

  • A disruptive force in the Insurance industry known as the first choice for agents across the nation
  • Innovative in its technology always staying one step ahead of the industry
  • Unique offering multiple insurance lines and services distributed through multiple channels
  • Financially Efficient maximizing technology to automate key processes
  • Unprecedented Training and Support focusing on people before profit
  • Client Satisfaction is the ultimate reward when automated systems allow agents to focus on client needs

SUNUP Insurance Services, Inc. provides the premier, agent focused franchise model for insurance agents wanting to run their own business and service their clients using the top technology platforms that are client focused. SUNUP offers a distribution system that allows the agent the freedom of the IA model, the teamwork of the Captive model without the pressure of minimum performance quotas, and a training system that SUNUP believes is best in class. SUNUP has built those systems on the foundation of many years’ experience from team members who are experts in the insurance industry including top 10% producers. SUNUP is led by some of the world’s most successful insurance and business leaders. Their experience enables SUNUP to share proven sales practices, as they assist their Franchisee partners in building a strong client base.

REGULATION D 506(C) MANDATED LEGEND

Any historical performance data represents past performance. Past performance does not guarantee future results; Current performance may be different than the performance data presented; The Company is not required by law to follow any standard methodology when calculating and representing performance data; The performance of the Company may not be directly comparable to the performance of other private or registered funds or companies; The securities are being offered in reliance on an exemption from the registration requirements, and therefore are not required to comply with certain specific disclosure requirements; The Securities and Exchange Commission has not passed upon the merits of or approved the securities, the terms of the offering, or the accuracy of the materials.