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This financial planning book of business has over 2000 clients and specializes in using life insurance and annuities for estate planning purposes. They set up roughly 60 trust per year (employee who will stay on handles trust structures) and their book of business is made up roughly of 85% annuities and 15% life insurance policies. Sellers work roughly 15 hours per week and net over $400,000 a year. Support and Training will be outstanding ensuring a smooth transition. 3 years tax returns will easily justify the asking price. For more information including a detailed confidential opportunity summary with financial information and photos, please use the form on this page to request more information and the NDA will be emailed to you right away. For a quick response to your inquiry, please email listing agent Trent Lee (RE# S.0183611.LLC; Business Broker Permit# BUSB.0006978) at.
This is a Homebased Business, with 3 FT Employees. Hours of Operation are 9 AM to 2 PM Mon to Thurs, and 9 AM to 12 PM Friday.
Seller is retiring
9 AM to 2 PM Mon to Thurs, and 9 AM to 12 PM Friday.
$300,000 down payment, balance for 36 months at 6% interest per annum.
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