Plan Advisors

Plan Advisors

Helping you choose the right health plan

Exit Strategy

Are You Considering Retiring from the Life & Health Insurance Business?

…but You Don’t Want to Lose Out on Your Renewal Commissions?

We Help Turn Your Book of Business into a Retirement Bonus

Here’s how the process works

Contact Us

We’ve Worked with Agencies and Brokers for Decades.

  • We know how to value your Book of Business.
  • We can help you locate a Buyer.
  • We can help you walk away comfortably.

Here’s How the Process Works…

Step 1: Determining Value

We will evaluate how much money you could expect to receive for the sale of your health and life insurance renewal commissions. We simply need an anonymous list of clients to include the following details:

  1. Insurance Carrier
  2. Product Sold
  3. Date Sold
  4. Client Birth Year
  5. Client County & State of Residency

Once we receive this information, we will supply you with a preliminary estimate of what you could expect to be paid for the sale of your book within 2 business days.

Step 2: Finding a Buyer

We will help you secure a buyer. We work with agencies and brokers all over the country. We even buy renewal commissions ourselves.

Step 3: Due Diligence

This period normally lasts for 30 days and gives the buyer an opportunity to inspect the book of business for legitimacy. You will be required to supply additional financial documents, which are typically carrier commission reports.

Step 4: Closing

We will provide the required legal documents while helping facilitate financial payments, closing responsibilities, and dispute procedures.

Please provide the following information, and we will be in contact within one business day:

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