$20,000 AGR | $15,000 Premiums in Bloomingdale, IL

Market
Insurance
Member Level
Basic
Last Activity
within 2 months
Listing Age
338 days old
General
Location
Bloomingdale, IL, US
Listing Type
Find Successor
Annual Premium 0% Annual Renewal 100%
Policies in Force
20
Annual Premiums
$15,000.00
Gross Revenue
$20,000.00
Avg Client Age
55
Overview

I was a member of the MDRT for several years in the 90s. Many of those dormant clients should be revised, several are large. One just died last Feb with a cash value of $2.6 million. Back then my specialty was 'Executive Benefits.' Now its Retirement Planning.
My younger wife is a mortgage banker with US Bank who has a database of 530 past and pesent clients and associated persons who receive a newletter every week. She's ready to retire and those could then be offered retirement help. As a member of a younger, progressive agency, I can still steer several new accounts to that agency. Two large cases are pending now with combined commissions totalling $30,000.

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