Key Takeaways
- • Relation Insurance Services acquired the assets of Wright Insurance Planning, a St. Louis-based independent private insurance firm, with the transaction effective October 1, 2026, according to a Business Wire announcement.
- • Terms of the acquisition, including purchase price, were not disclosed.
- • Wright Insurance Planning specializes in personalized life insurance and long-term care planning for individuals, families, estates and businesses, and also offers disability insurance, estate analysis, premium financing, buy/sell funding, key-person coverage, executive benefits and charitable planning.
- • Relation, an insurance brokerage ranked by Insurance Journal among the top 25 largest U.S. agencies by revenue, is privately held and backed by Boston-based private equity firm BayPine.
- • The deal extends Relation's footprint as it actively seeks further acquisitions, offering insurance entrepreneurs equity ownership opportunities.
Summary
Relation Insurance Services ("Relation") has acquired the assets of Wright Insurance Planning ("Wright"), according to a announcement distributed via Business Wire from Chicago. The transaction took effect on October 1, 2026. Terms were not disclosed.
Wright Insurance Planning is an independent private insurance firm based in St. Louis, Missouri. The firm focuses on personalized life insurance and long-term care planning for individuals, families, estates and businesses, and provides disability insurance, estate analysis, premium financing, buy/sell funding, key-person coverage, executive benefits, charitable planning and other insurance solutions.
Chris Wright, president of Wright Insurance Planning, said joining Relation would allow the firm to continue its client-focused approach while giving clients access to the broader resources and capabilities of a national organization. Tim Hall, chief executive officer of Relation, said Wright's business built around thoughtful planning, personal service and lasting client relationships complements Relation's platform.
Relation describes itself as an insurance brokerage offering risk management and benefits consulting services across the United States. According to the company, it is ranked by Insurance Journal among the top 25 largest agencies in the country by revenue, with approximately 1,500 employees across more than 90 locations. The company is privately held and backed by BayPine, a Boston-based private equity firm.
Relation states it is actively seeking partnerships to expand its offerings, industry expertise and geographic footprint, and offers insurance entrepreneurs equity ownership opportunities.
Wright Insurance Planning is an independent private insurance firm based in St. Louis, Missouri. The firm focuses on personalized life insurance and long-term care planning for individuals, families, estates and businesses, and provides disability insurance, estate analysis, premium financing, buy/sell funding, key-person coverage, executive benefits, charitable planning and other insurance solutions.
Chris Wright, president of Wright Insurance Planning, said joining Relation would allow the firm to continue its client-focused approach while giving clients access to the broader resources and capabilities of a national organization. Tim Hall, chief executive officer of Relation, said Wright's business built around thoughtful planning, personal service and lasting client relationships complements Relation's platform.
Relation describes itself as an insurance brokerage offering risk management and benefits consulting services across the United States. According to the company, it is ranked by Insurance Journal among the top 25 largest agencies in the country by revenue, with approximately 1,500 employees across more than 90 locations. The company is privately held and backed by BayPine, a Boston-based private equity firm.
Relation states it is actively seeking partnerships to expand its offerings, industry expertise and geographic footprint, and offers insurance entrepreneurs equity ownership opportunities.
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