Established Insurance Book of Business

Phoenix, AZ
Maricopa County

Metro Area

Asking Price: Annual Revenue:
$360,000 $275,000

Services: Financial, Accounting, Insurance

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RE: Established Insurance Book of Business Broker: Loyd Rhyne
License #: SA584620000
Owner Financing is Available!

Quick Facts

Asking Price: $360,000
Annual Revenue: $275,000
Net Profit: $116,746
Cash Flow: $116,746
Total Debt: Not Disclosed
FF&E: $5,000
Real Estate: Not Disclosed
Year Established: 2014
Employees: 3
BBN Listing #: 570033942
Broker Reference #: Not Disclosed

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Business Overview:

This book of business is with a major insurance company. It includes Life, Health, Property and Causality as well as financial services. It is located in Phoenix metro area.
Training is supplied by the company. The current residual cash flow provides working capital as well as the expenses of the business. Bonus income is obtainable with benchmark performance which is realistic and obtainable. You own an economic interest in the business. Period. No franchise fees.No royalty fees.
This is great opportunity to hit the ground running with your own insurance and financial services business.

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Property Features and Assets:

This business is located in a high end retail center that has several big box retailers and specialty businesses.

Market Competition and Expansion:

What makes this opportunity different is simple. You own an economic interest in the business. Period. No franchise fees. No royalty fees. Your hard work is just that, yours. From the moment you open your doors, you can do things your way.* You’re more than an insurance agent. This business gives you the opportunity to sell a wide range of products, from auto to home and business to life. Plus, when you partner with an personal financial representative, you can write policies for life, retirement and education savings to receive even more commissions and bonuses. The more you sell, the more you earn.

Reason for Selling:


Additional Details:

  • The property is leased.
  • The owner is willing to train/assist the new owner.
  • This is not a homebased business opportunity.
  • This is not a franchise resale opportunity.


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