Market
Insurance
Member Level
Basic
Last Activity
6 months or more
General
Location
Cleveland, OH, US
Profile Type
Buyer
Annual Premium 0% Annual Renewal 100%
Policies in Force
250
Annual Premiums
$1,500,000.00
Gross Revenue
$1,000,000.00
Avg Client Age
55
Overview

We focus on wealth transfer and protection for very affluent families, most of which derived their wealth from private business ownership. We are part of M Financial, an elite buying group with proprietary insurance products priced for the ultra affluent. I'm interested in buying a practice that has similar profiles for the goal of growth. We have an internal succession plan in place for our wealth management practice but I don't have a successor for the life side of the practice.

Business Mix Info

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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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