Indexed Annuity Investment Practice For Sale

Winter Haven, FL (Polk County)

Seller Financing Available
Indexed Annuity Investment Practice For Sale
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Asking Price: $250,000

Cash Flow: $400,000

Gross Revenue: $600,000

EBITDA: $400,000

FF&E: N/A

Inventory: $15,000

Rent: $1,571 /Month

Established: 1989

Indexed Annuity Investment Practice For Sale

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Business Description

Outstanding financial services opportunity

Current owner is retiring. Thirty year old established financial services firm specializing in retirement planning. Investments and services focused on wealth preservation, capital protected growth performance, income planning, tax, estate, survivorship and legacy preparation utilizing solely advanced multi-level indices fixed indexed annuity vehicles as its overall foundation. Exclusive and highly efficient proprietary business model, sales platform and turn-key seminar driven marketing system. Large brand and company name recognition, business reputation, advanced specialized training (Ed Slott Master Elite IRA Advisor Group) and expertise awareness throughout Central Florida. Five office locations. Client book value 65 million dollars. Revenue sources: New client marketing and sales, current client deposits and new accounts, referrals. Great opportunity for current client book to be offered reinvesting choices and/or free withdrawal diversifications into separate vehicles. Huge marketing prospecting pipeline database. Due to untouched markets and non implemented social media exposure resources, firm has potential to exceed 20 million dollars in annual investment premiums in the next 2-3 years, creating a revenue stream exceeding $1,500,000! For the right candidate, this is truly an opportunity of a lifetime.

Selling a platform and system and/or the book. Seeking highly driven, motivated and interested parties finding the business model concept intriguing while wanting to step into to and continue the highly successful operation as established, OR utilizing the client book for other diverse investment choices. Current average annual revenues of $500,000 - > $900,000 which includes new sales and non-recurring, revenue streams. No residual income available. Tremendous growth opportunity for this practice.

Complete modular live, hands on and video training offered
Transition period offered
Generous seller financing and terms

Detailed Information

Inventory:
Included in asking price
Real Estate:
Leased
Building SF:
1,550
Lease Expiration:
12/31/2019
Employees:
2
Facilities:
All furniture, fixtures and other inventories included. Main office lease monthly or annual terms, currently $1,571 monthly.
Competition:
Tremendous opportunity in current economic and market conditions as traditional retirement planning investment choices utilizing active asset allocation models with risk and fees, are being outplayed by the 55 Billion dollar passive no fee based,income and principal protection allocation platform, indexed annuities offers.
Growth & Expansion:
Due to untouched markets and non implemented social media exposure resources, firm has potential to exceed 20 million dollars in annual investment premiums in the next 2-3 years, creating a revenue stream exceeding $1,500,000! For the right candidate, this is truly an opportunity of a lifetime.
Financing:
Low down payment. 3-5 year seller financing, 7%APR.
Support & Training:
Complete modular live, hands on and video training offered Transition period offered Generous seller financing; 3-5 year term at 7%APR, low down payment choice.
Reason for Selling:
Retiring,health issues
Business Website:
http://Assuredretirementsolutions.com
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Business Listed By:
Jamai Samuels

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