Posting Details

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

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.
The listing # 249889 Fixed Indexed Annuity Agency Service - Orange County - Relocatable below is currently OFF THE MARKET due to that it is either in escrow at this time or has recently been sold. For more businesses for sale that are like this Fixed Indexed Annuity Agency Service in Orange County - Relocatable please see a sample of BizBen active listings below and links to all similar listings on BizBen.com.

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