$300,000 AGR | $3.5MM Premiums in N. Charleston, SC

Market
Insurance
Member Level
Chalice
Last Activity
within 3 months
Listing Age
185 days old
General
Location
N. Charleston, SC, US
Listing Type
Buyer
Annual Premium 0% Annual Renewal 100%
Policies in Force
200
Annual Premiums
$3,500,000.00
Gross Revenue
$300,000.00
Avg Client Age
67
Overview

We are a retirement planning firm with the emphasis on the distribution phase of our clients' financial lives. We prepare tax returns and give tax planning advice. We provide a full service retirement planning process that positions our clients for a successful retirement. We are convinced that safety and guarantees are the mainstay of a predictable plan. On the SL site I hope to find independent life agents who are looking to sell their book of life policies as an exit strategy.

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