$45,000 AGR | $850,000 Premiums in El Paso, TX

Market
Insurance
Member Level
Premier
Last Activity
within 3 months
General
Location
El Paso, TX, US
Profile Type
Seller | Find Successor | Continuity
Annual Premium 0% Annual Renewal 100%
Policies in Force
16
Annual Premiums
$850,000.00
Gross Revenue
$45,000.00
Avg Client Age
40
Overview

Ideal buyer would need to be local (preferable) as my relationship with my clients is more personal rather than digital. My business consists for small group health insurance which also ties into my advisory side of the business in where the same clients also have 401k accounts. On the advisory side I do retirement plans (401k and simple IRA), mutual funds, and managed money. I'd ideally like to find a buyer to buy the entire book of business-both insurance and advisory. My timeline is about 2-3 years out. I'd like to bring this person in 6 months to a year in advance of my retirement for the transition.

Here are the stats on my advisory side which would be included in the sale should the buyer purchase the entire book:
AUM: $18 Million
GDC: $140,000
68% fee 32% commission
450 accounts

Business Mix Info

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Life Insurance Business

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