Established Insurance Agency with Recurring Revenue Streams For Sale
$538,000
Asking price
Financials
The asking price is 1.7× the annual revenue — a common way to evaluate whether a business is fairly priced.
Price History
Key Details
Details
This established insurance and retirement planning agency helps pre-retirees and retirees with income planning, Medicare, and tax-aware strategies. With a loyal client base and recurring revenue, it's a stable business. The seller offers 12-18 months of support to ensure a smooth transition. Great growth potential by expanding marketing and services. Learn more about this opportunity.
Assets Included
Client book of business, recurring revenue streams (annuities, life insurance, long-term care, Medicare supplements), established lead generation processes, documented follow-up and review practices, and potentially owned real estate.
Location
Approximate location — the exact address is shared after you connect with the broker.
Price & Financing
Training
Ad#:5591
The information in this listing has been provided by the business seller or representative stated above. Venturu has no stake in the sale of this business, has not independently verified any of the information about the business, and assumes no responsibility for its accuracy or completeness.
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