Overview

Small practice in Bronxville, NY, my geographical preference is within 50-mile radius from Bronxville, NY. After many years in the insurance industry as a self-employed businessperson. I am actively looking to sell my business at an upfront buyout and stay on for 3-5 years as an additional producing asset. Only considering candidates located in or near New York City. CLU, ChFC has been in the life insurance and financial services business for more than 40 years. Firm specializes in the use of tax advantaged Life Insurance, Disability Insurance, Annuities and Long-Term Care products in the estate, retirement and employee benefit planning areas. For more than 40 years the company, has been providing personalized insurance and estate planning ideas and financial strategies for individuals, their families and businesses. Co-brokered the sale of life insurance to all the partners at Price Waterhouse and the senior officers at U.S. Trust Company of New York. Great buy for someone who values having an experienced insurance broker by their side, especially if you're looking to increase your revenue and add another line of service to your business. If you feel that you are a great fit, feel free to reach out.

Market
Insurance
Member Level
Premier
Last Activity
6 months or more

Business Data

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Life Insurance Business

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Health Insurance Business

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Auto Insurance Business

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Home Insurance Business

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Commercial Insurance Business

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Other Insurance Business

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Agency Management System

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