Market
Insurance
Member Level
Basic
Last Activity
today
Profile Age
622 days old
General
Location
New York, NY, US
Profile Type
Buyer | Find Successor | Continuity
Annual Premium 0% Annual Renewal 100%
Policies in Force
350
Annual Premiums
$2,000,000.00
Gross Revenue
$1,200,000.00
Avg Client Age
48
Overview

We are an agency affiliated with an RIA providing comprehensive financial planning and investment management. We are seeking a dynamic, experienced individual to head and grow the insurance arm of our insurance business. We also looking to acquire books of business, provide continuity, or bring on agents. We aim to grow our LAH and P&C business, while cross-selling wealth management services. We provide revenue shares on new services sold into existing books.

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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