This is a 100 % commission based business. There is an opportunity to move some of the clients to fee based.
Products are variable annuities and mutual funds.
The bulk of the client base is in Arizona the rest of the clients are in California, Massachusetts, and 38 states.
The ideal buyer should have at least 10 years in the business.
Time horizon for succession is 5 months from now.
The buyer should be willing to relocate to Lake Havasu AZ.