Financial Planning Book of Business for sale

Financial Planning Agency Specializing in Life for sale

A great opportunity to buy financial planning book of business!

This financial planning book of business for sale in the USA has over 2000 clients and specializes in using life insurance and annuities for estate planning purposes. They set up roughly sixty trust per year (employee who will stay on handles trust structures) and their book of business is made up roughly of 85% annuities and 15% life insurance policies.

Support and Training will be outstanding ensuring a smooth transition. 3 years tax returns will easily justify the asking price.