Insurance Division
Build and grow a professional independent insurance operation, beginning in Illinois and expanding into additional states as licensing, appointments and business opportunities develop.
Business Plan
A three-division business strategy bringing together insurance, technology-driven Forex trading and practical AI solutions under the Samuel J Sarullo business platform.
Forex Division
Develop a technology-centered Forex business around the proprietary EA and its partnership/leasing model, creating a scalable technology-based revenue opportunity.
AI Division
Provide practical AI solutions and develop AI-related business opportunities that help organizations improve productivity, processes and revenue potential.
Initial Working-Capital Target
$250,000
The initial capital objective is designed to support operations, marketing, technology, business development and growth across the three divisions.
Business Strategy
The strategy is to operate three distinct but complementary divisions. Insurance provides an established professional-services foundation; Forex provides a technology-based trading opportunity; and AI provides a rapidly developing services and technology market.
Each division can develop its own customers and revenue while benefiting from the shared business platform, brand, administration, marketing and technology resources.
Growth Priorities
1
Build Revenue
2
Expand Opportunities
3
Scale the Business
Growth will be pursued through customer acquisition, strategic partnerships, technology development, marketing and disciplined reinvestment of business resources.
Proposed Company Structure
Ownership & Governance
The proposed structure uses one class of common stock, no-par-value shares and one-share-one-vote governance, subject to final legal and corporate documentation.
Forex Technology
The Founder-owned Forex EA and related intellectual property remain Founder assets, with the Company proposed to receive a software license and related economics under definitive agreements.
Revenue Model
The business is designed to develop multiple revenue streams rather than depend on a single product or market. Insurance commissions and related services, Forex technology/licensing and partnership economics, and AI services and solutions form the core three-division revenue strategy.
Specific ownership, licensing, revenue-sharing and investor terms are subject to definitive agreements and applicable legal and regulatory requirements.
Long-Term Objective
Build a durable, diversified company that combines professional services, financial technology and artificial intelligence into a platform capable of creating customers, revenue, technology assets and new business opportunities.
Want to Review the Investment Opportunity?
The Investor page provides the capital objective and an overview of the opportunity.
View Investor Opportunity Download Business Plan Contact Samuel J SarulloThis page describes a proposed business strategy and structure for informational purposes. It is not an offer to sell securities or a solicitation to purchase securities. Any actual investment offering, ownership arrangement, revenue sharing, licensing arrangement or corporate structure would be subject to applicable legal, regulatory and offering requirements and definitive documentation.