800 Plus Indexed Annuity Client Book for Sale

668 FinPlan
Asking Price:700,000 Gross Income:481,000 Cash Flow:300,000
EBITDA: FF&E: Inventory:
Real Estate: Established: Employees:

Business Description

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. 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 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. 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. NDA is required for further details from Ace Business Brokers.

Additional Features

Detailed Information

Facilities: Portable within Orange County, on a month to month lease presently, Buyer doesn’t need to absorb the space to maintain revenue/income. (Home Based)

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: Hasn’t really gone after the AUM, large upside for that play within this client book.

Financing: $400k Cash Down, $5k / Month for 60 Months at 0%!

Support & Training: As needed.

Reason for Selling: Other business interests.

Home-Based: This business is Home-Based

 

Ace Business Brokers NDA & Buyer Profile

 

NDA’s are always required to secure due diligence packages for our engagements. Please reference 668 Financial Planning when typing your name on our form please! Thank you!!

Please take a moment to CLICK HERE, to fill out our online confidentiality agreement. Once we receive your NDA we will follow up and provide the due diligence package on the opportunity you are interested in.

Listing Inquiry