Compare Listings

Description

SOLD! ‘Q2 2018

Find Annuity Book of Clients Business for Sale

800+ Fixed/Indexed Annuity Book of Clients, $82MM AUM

 

Looking for a great business opportunity in the financial industry?

This business is it! – Through exceptional customer service and marketing via seminars, this Company has grown into a turnkey enterprise for someone looking for a stable, profitable book of happy annuity clients that can be swallowed whole.

 

Business Overview:

  • Easy integration as all files sit in the Seller’s online database system for a seamless data dump post-Closing, not to mention the thousands of clients files/leads that did not convert which include the family net worth snapshot, contact information, etc… that can be mined for future conversions.
  • 80% of the clients are located 25 miles from Newport Beach home territory, 60% of new business comes from existing satisfied client referrals.
  • Many accounts have funds available now and upcoming and are ripe for consultations from a Buyer that may have a more diversified product offering or set of products that can help preserve and grow their wealth.
  • 100% commission based, average age of client is 72, average net worth of 75% of clients is $1.5MM. Revenue is 90% annuities, 5% alternative investments and 5% life insurance.

 

 

 

Annuity Book of Clients Business for Sale Near me

 

Other Information

NDA is required for further details from ProNova Partners.

Contact info

Pronova Partners

Inquire about this property

Similar Properties

Banking & Financial

Pronova Partners

Banking & Financial

Pronova Partners

$1,200,000$600,000Adjusted Net: $500,000

Financial Services, Miscellaneous Businesses

Pronova Partners

$1,200,000$600,000

Financial Services, Miscellaneous Businesses

Pronova Partners

Competitive Auction FormatAdjusted Net: $1400000

Wholesale Distribution

Pronova Partners

Competitive Auction Format

Wholesale Distribution

Pronova Partners


Restaurant for Sale in la

Previous Property

SOLD-Restaurant for Sale – Carson, CA

Next Property

OFF-MARKET-High End Passenger Transportation Businesses For Sale

buy transportation business