Listing ID : 426278
Posted on January 3, 2024 3
The Seller of this book of business has taken great care in providing excellent financial guidance and annuities products to local clients for over 40 years. As the Seller prepares for retirement, he offers his entire book of annuities clients to a Buyer who sees the value and potential of this book of business to grow their own revenue.
Policies offered represent 13 common carriers, including Fidelity & Guarantee Life, Securian, Clear Spring Life & Annuity and others. Some of these (about 11%) are out of surrender or will be within 3 years.
NDA is required to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
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