Overview

Looking to retire in 6 months or so. Wholesale business, 26 states covered. Primarily a marketing arm for 40 different companies, 75% goes to a few companies Great American Life, American Equity, AIG, American National Life, Keystone Life. Been building the business for 15 years, all in the same location. 40 years investment banking experience prior. Primarily marketing life and fixed index annuities. 85% of book is fixed index annuities. We provide top "Street level" commission payouts, marketing scripts and programs, lead programs. product training case design assistance, and oriblem solving, most of our contracts are on an AFMO basis but some are direct FMO/IMO, most can be upgraded, doubling our commission, if desired. We have a strategic relationship with another FMO and utilize their services as well. This can be a great opportunity for an FMO that wants to expand and grow or for a newcomer to the business who wants to build a good shop with quality producers. I am willing to stay on for a while to help with transition.

Last Activity
6 months or more
Listing Age
1,950 days old

Business Data

Blurred Charts

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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Resources
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