Recurring Revenue Insurance & Retirement Planning Business - Business for Sale
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Insurance and Retirement Planning Advisory in Benton County, WA
WA, US
Added 3 months ago
Insurance and Retirement Planning Advisory
Independent advisory practice providing insurance solutions and retirement income planning for individuals in Benton County, WA, with a focus on education-driven client engagement and recurring revenue from commissions and renewals.
Key Information
Asking
$540K
Revenue
$325K
Earnings
$230K
Multiple
2.4x
Key Highlights
- Business operates in Benton County, WA
- Income is primarily commission-based with ongoing renewal components from annuities, life insurance, long-term care, Medicare supplement plans, and fee-based consultations
- Owner works limited weekly hours; two support staff handle administration and client service
- Buyer must hold an active state license for life and health insurance
Contact Info
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