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For Sale: Fixed Indexed Annuity Agency Service - Orange County - Relocatable

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Current Status: Active     Posting #: 249889     Last Refreshed: 5/21/19     BRE License #: 01820673    
Contact: Rick Carlson At 833-776-6682 X804  -  Also Email This Contact Below
Price:  $1,200,000     Down:  $600,000     Adjusted Net:  $500,000     Revenue:  $600,000    
Business Address:  825 Wilshire Blvd. #536     City:  Newport Beach     Zip:  92660    
Attributes:  Financial Assistance, Training & Support, Relocatable, Owner Financing     Cooperation With Brokers?  Yes

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  Description About This Posting: Fixed Indexed Annuity Agency Service
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. Easy integration as all files sit in the Seller's online database system for a seamless data dump after closing, not to mention the thousands of client 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. 80% commission based, average age of client is 65, average net worth of 75% of clients is $1.5MM. Revenue is 70% annuities, 20% alternative investments and 10% life insurance.

NDA is required for further details from us.

Detailed Information: Facilities: Portable within Orange County, on a month to month lease presently, but Buyer doesn't need to absorb the space to maintain revenue/income.

Competition: Competition is strong in this industry, but the premium service that the Seller provides his client base keeps them happy, long-term relationships.

Growth & Expansion: Owner isn't a Registered Investment Advisor so cannot sell securities to his clients. Large upside for that play within this client book.

Financing: $600K down and $10k/ Month for 60 Months at 0% interest!

Support & Training: As needed.

Reason for Selling: Other business interests.

Home-Based: This business can be Home-Based.

To get more information about this Fixed Indexed Annuity Agency Service business for sale in Orange County - Relocatable please phone Rick Carlson (Agent - BRE License #:01820673) at 833-776-6682 X804 - if you get voicemail please leave a detailed message - make sure you mention you saw this posting/ad #249889 on BizBen.com. In addition to phoning Rick Carlson, make sure you email Rick Carlson above to get more info about this Fixed Indexed Annuity Agency Service, to ask any questions or request an appointment to see this business for sale, franchise, or opportunity. Thank you.

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