Overview

This practice is life and annuities. 30 % of the practice is in group health, individual health, medical supplements, and Long term care. 10 % of the practice is managed money and mutual funds. There are trail commissions on the annuity portion of the book roughly 20 million.

The bulk of the client base is in California, and the rest of the client base is in 8 other states.

The ideal buyer should have a CLU, CFP or CHFC with MDRT level of production. The buyer must be client-centric and client service oriented. They must have someone who is like minded.

The terms - must be cash upfront from the buyer. 6 months away from succession.


Last Activity
6 months or more
Listing Age
2,513 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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