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:
- Insurance Carrier
- Product Sold
- Date Sold
- Client Birth Year
- 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.