Member Level
Last Activity
6 months or more
Appleton, WI, US
Profile Type
Buyer | Merge | Continuity
Annual Premium 0% Annual Renewal 100%
Policies in Force
Annual Premiums
Gross Revenue
Avg Client Age

Majority of business was re-writing annuities over the last 6 of 16 years for a major annuity company. Written over $60 million in premium in the last 6 years, just added AUM side to the business. I am a relationship builder with clients, not a systems guy for back office admin. I am looking for a practice to buy into that has a system in place for AUM. I will pay a premium for plugging into that system. I am only a one man show right now traveling to 7 states to re-write annuity premium. My biggest asset is having plenty of maturing annuities coming due that I can re-write. Downfall is I choose to travel quite a bit to write as much as I can, while I can. My master list of annuities coming due in the next 24 months or less is over $110 million. There is alot of money being left on the table that I cannot get to. I need a partner well versed in Indexed Annuities, possibly with a Securities lic to bring on AUM in these houses that I am uncovering. I just added AUM again, after 18 months, I have $9 mil in AUM just picking up from Annuity households. Hope this helps describe!

Business Mix Info

Blurred Insurance Mix
Blurred Fund

Life Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Health Insurance Business

Blurred Blurred Blurred

Auto Insurance Business


Home Insurance Business

Blurred Blurred Blurred Blurred

Commercial Insurance Business


Other Insurance Business

Blurred Blurred Blurred Blurred Blurred

Agency Management System

Blurred Blurred Blurred Blurred