Retirement Planning and Annuity Services Company
Off-MarketNashville, TN
Retirement Planning And Annuity Business
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$1,000,000
$500,000
50.0%
1981
30+ Days
Customers
Works with roughly 150+ life insurance and annuity agents nationwide, earning overrides on their sales and commissions on direct client transactions.
Customer Acquisition
Purely referral-based from agents.
Team
The business has one key right-hand employee who works alongside the owner.
Owner's Role
The owner no longer spends much time in the business and has scaled back his efforts over the last few years.
Reason for Selling
The owner is looking to retire completely after 45 years in the business.
Contracts
No
Real Estate
The owner works out of an owned office occasionally, which could be included in a sale if a buyer desired, but is not vital to operations.
When Are You Looking to Sell
6-12 months
Licenses Required
Life insurance license.
Additional Notes
Unique business model focused on educating annuity owners and replacing underperforming annuities with higher-return guaranteed products, using proprietary methods and approaches that the owner describes as unique and difficult to replicate.
Business ID: 1670
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