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  • RE:  Strategic Annuity & Insurance Sales System Firm
  • Contact:  Cole Pederson

Quick Facts

Asking Price: $2,375,000
Annual Revenue: $1,139,000
Net Profit: Not Disclosed
Cash Flow: $634,000
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 2011
Employees: Not Disclosed
BBN Listing #: 940309
Broker Reference #: 11677 CP JT

Email or Print Listing

Business Overview:

This boutique marketing and sales training firm partners with an established independent/field marketing organization (IMO/FMO) to recruit and train licensed, independent financial advisors. The tools, systems, scripts, and software developed by the business reflect the culmination of 20+ years of refinement and 35 years of industry experience. Independent agents enrolled in the training program have written $2,770,405,122 in premium dollars to date. For more information, please contact Cole Pederson or Jon Tichich. 

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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 homebased business opportunity.
  • This is not a franchise resale opportunity

Documents:

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