Successful Life Insurance Brokerage Firm

Not Disclosed, IL

Midwest Region


Asking Price: Annual Revenue:
$2,595,000 $1,723,436

Services: Financial, Accounting, Insurance


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RE: Successful Life Insurance Brokerage Firm Broker: Ken Kurtz

Quick Facts

Asking Price: $2,595,000
Annual Revenue: $1,723,436
Net Profit: Not Disclosed
Cash Flow: $565,436
Total Debt: Not Disclosed
FF&E: $203,000
Real Estate: Not Disclosed
Year Established: 1999
Employees: 8
BBN Listing #: 326657220
Broker Reference #: 3N1136

Email or Print Listing

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Business Overview:

A full-service life, annuity, long term care, and disability insurance brokerage firm supporting nearly 1,000 insurance agents and financial professionals throughout the Midwest. They have a very experienced team to help advisors find the best risk management products and solutions for their clients using more than 30 highly rated insurance companies. They work directly with advisors regarding product availability and pricing, underwriting requirements and possible outcomes, alternative planning options. Equity partners in a valuable, national brokerage distributor.

The pandemic did not negatively affect the company - 2020 was their best year ever! The company presents strong opportunities for new ownership to continue business growth into the future.

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Reason for Selling:

Retirement

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.

Relevant Links:

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